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T
this was pre-LBT. He will fix this ..... guaranteed. CEO cannot fix everything but this he can fix
Aug 12, 2025
K
My two cents for Intel:
Cut your losses in Ohio. Consolidate every available resource into Oregon, Arizona, and New Mexico, your real...
Aug 12, 2025
X
My personal observation is that the success GF has experienced is based on better terms and pricing than TSMC. It was not based on...
Aug 12, 2025
X
If capacity is limited, should Intel reserve the 18A capacity for high-margin products like CWF, Diamond Rapids, and Jaguar Shores...
Aug 12, 2025
L
Excellent reference. I didn't know Bob Colwell well, but I did spend a lot of time talking to him once at a party, and it was enjoyable...
Aug 12, 2025
B
So Ohio signs a contract with no milestones until 2029... then gets mad that there's no recourse until 2029? You can't fix stupid...
Aug 12, 2025
M
"Do people not do due diligence on stuff like this?"
You expect too much from those politicians in Ohio.
Aug 12, 2025
M
Bob Swan decided Intel Manufacturing was not working out. All the product groups agreed with him. Apple, AMD, Nvidia, etc agree with...
Aug 12, 2025
L
Thanks! I remember at Lockheed Martin, on the server side Nehalem was such an improvement it justified throwing 3 year old servers in...
Aug 12, 2025
M
Li-Pu Tan is the first Intel CEO in recent years to have the courage to identify Intel’s deep-rooted problems and take painful but...
Aug 12, 2025
L
I am a manufacturing guy with 20 years experience in advanced manufacturing.
I am looking at back side power delivery from a...
Aug 12, 2025
L
I'm gaining increased respect for Intel's 2 "non-technical" CEOs, although Paul Otellini was also a programmer. He's got a famous 20/20...
Aug 12, 2025
L
Perhaps we shouldn't listen to Barrett because he's infamous for not listening to others? Below quote per Bob Colwell, who was part of...
Aug 12, 2025
Li-Pu Tan is the first Intel CEO in recent years to have the courage to identify Intel’s deep-rooted problems and take painful but...
Aug 12, 2025