One of the career Intel employees (33+ years) that Pat Gelsinger brought back is Stuart Pann. Stuart is now the Senior Vice President of the Intel Corporate Planning Group. He does not have direct foundry experience but he certainly knows Intel and Pat so it will be interesting to see where this goes.
Stuart recently penned an article… Read More
– Intel announced 2 new fabs & New Foundry Services
– Not only do they want to catch TSMC they want to beat them
– It’s a very, very tall order for a company that hasn’t executed
– It will require more than a makeover to get to IDM 2.0
Intel not only wants to catch TSMC but beat them at their own … Read More
Intel made a big splash on March 23, 2021 by doubling down on manufacturing with the creation of Intel Foundry Services (IFS). The big announcement was supported by potential customers such as Qualcomm, Cisco, Ericsson, Google, Amazon, Microsoft, and IBM. With an accompanying $20B investment, the EDA and equipment industries,… Read More
In January I presented at the ISS conference a comparison of Intel’s, Samsung’s and TSMC’s leading edge offerings. You can read a write-up of my presentation here.
With the problems going on at Intel, that article generated a lot of interest in the investment community, and I have been holding a lot of calls with analysts who are trying… Read More
New Intel CEO Pat Gelsinger is not wasting any time in changing the course of the largest semiconductor company the world has ever seen. Today he announced the IDM 2.0 strategy which will better leverage Intel’s manufacturing abilities. There is a lot to talk about here but let’s focus on the new Intel Foundry Services because the… Read More
Join Intel CEO Pat Gelsinger for a business update and webcast address on the new era of innovation and technology leadership at Intel.
When: 2-3 p.m. PDT, Tuesday, March 23
Where: Watch live on the Intel Newsroom at http://newsroom.intel.com.
To
Intel is a semiconductor legend. Founded on July 18, 1968, the name Intel is short for Integrated Electronics. After leading Silicon Valley, the United Sates, and the world into the era of semiconductors through technical excellence, Intel has hit some challenging times. There has been quite a bit of CEO drama that we will look … Read More
-Intel good results had a little extra help to be great
-New CEO commits to remaining an IDM versus fabless
-Claims of strong progress on 7NM fuel optimism inside
-Outsourcing to TSMC will not go away but will increase
A good quarter but with some silicon enhancements from ICAP
Intel reported Revenues of $20B and EPS of $1.52, which… Read More
Figure 1 is the most basic of all the predictable parameters of the semiconductor industry, even more so than Moore’s Law. It is the learning curve for the transistor. Since 1954, the revenue per transistor (and presumably the cost per transistor, if we had the data from the manufacturers) has followed a highly predictable learning… Read More
