This is a really big deal for NVDA. Good game.
SoftBank’s 100 bn semiconductor investment
As above , new investment to go head to head with Nvidia on AI chips and computing ….. meanwhile PG continues to have nostalgic dreams of being number 1 and dominant in chip design and manufacturing…. can he not see the market has changed utterly... — read more
It figures
Stock is up with those $10 billion on the horizon (maybe). Not that it will make any difference to those who will be laid off anyway.
PSG new org RTO = layoff/force quit?
Those of us that read the sh-t show of a RTO and remote policy they published last week. Safe to say they are forcing people that aren’t near core sites listed to relocate or get the boot?
No more layoffs this year
Yes, no more layoffs once $10B+ are given by the government
It mostly affects Sapphire Rapids benchmarks.
Industry group invalidates 2,600 official Intel CPU benchmarks https://www.tomshardware.com/pc-components/cpus/spec-invalidates-2600-intel-cpu-benchmarks-says-companys-compiler-used-unfair-optimizations-that-boosted-performance
Intel in Talks for More Than $10 Billion in Chips Act Incentives
Well the BoD and execs looking to line their pockets before Intel goes out of business should be salivating at this. https://finance.yahoo.com/news/intel-talks-more-10-billion-231714356.html
Nvidia should buy intel
lol at tsmc
Rewards
What’s rewards look like for everyone? Ranges from 3-15% increases in pay, so I got curious. Hopefully the next phase is reducing manager head count.
Mandatory RTO
How come Intel is lagging behind in making RTO mandatory. Someone wake the ELT, the pandemic is over already
Recognitions?
How do you get folks to give you a formal recognition through the recognition tool (even a note if not monetary) rather than just verbally thanks or an email? Does anyone just ask others directly who thank them to submit something?
Whatever happened to....
Was watching TV today and was thinking, whatever happened to that Intel Media Streaming Box from few years ago? I had volunteered as a beta tester and remember all the circuit articles talking about it being the next multi-billion dollar... — read more
Cisco joins the list of tech layoffs with around 4000 being cut
Cisco announces layoffs of 5% after mediocre earnings and poor guidance. https://www.cnbc.com/2024/02/14/cisco-cutting-5percent-of-global-workforce-in-restructuring-move.html
Closing campus Folsom gym?
What’s going on?
Intel is stagnant
Intel’s revenue in the year 2000 when adjusted for inflation is higher than 2023 revenue. 23 years of ZERO growth. Not coincidentally, the stock price hasn’t moved much since then. Get out and find better growth opportunities. — read more
Intel has so many useless managers
Intel has so many useless managers Which only attend meetings and create power point slides. Zero technical work.
Foundry day
What’s the point of a foundry day without a foundry ceo.
Intel Lost 2-3 years ago
I remember around 2-3 years ago everyone was complaining about low compression at intel. Other companies like AMD, Qualcomm, Samsung used the opportunity to hire intel top talent. Even in some areas which they don’t have a presence, they opened an... — read more
PSG CPMed many meanwhile Sandra got this juice offer
https://www.sec.gov/Archives/edgar/data/50863/000005086323000092/a10052023form8-kex101.htm
Just 4 years ago!
It was 4 years ago, I realized “this is only a job”. Here is the set-up. It was a supply chain group that probably lost 40-50% HC since CPM started. They were the so called “enablers”. Really just duplicating what the BUs already do for... — read more
Intel might go bankrupt and shut down by end of 2024.
All posters in this page can sleep in peace from next year then.
How DEI is ki-ling the company
One might think that the HM of Xeon Products, a multi billion dollar business would have a deep domain expertise in computing, servers, CPUs, IC design or architecture… Instead: Bachelor of Business Administration Financial analyst Marketing... — read more
World's most valuable car vendor will spend billions on Nvidia and AMD GPU's
https://www.techradar.com/pro/worlds-most-valuable-car-vendor-will-spend-billions-on-nvidia-and-amd-gpu-and-cpu-in-race-to-build-even-more-powerful-supercomputer-musk-wants-the-dojo-exapod-to-run-even-faster
Intel to Delay $20 Billion Ohio Chip Plant
The factory is being postponed because of “market challenges”. https://finance.yahoo.com/news/intel-delay-20-billion-ohio-155359096.html Hmm... AMD, Nvidia, and TSMC doesn't seem to be complaining about market challenges.
AI Is Driving More Layoffs Than Companies Want to Admit
“There are probably more jobs in the economy that are being cut because of AI already than are getting attributed to that or announced. Every time a company mentions it, they get headlines across every news outlet for like a month,” Challenger said... — read more
Will Sony choose Intel for Playstation 6?
Or are games a lifestyle too? Wake the f up Pat! We need products, not more fabs!
My son joined AMD instead of intel
My son asked me should I join intel or AMD 1.5 years ago. I told him AMD. Since the. His espp and RSUs grow by 100%. He told me, thanks Dad for helping to make the right decision. Nothing feels beeter than appreciation. I feel sad for intel but I... — read more
ARM
ARM is now 2/3 the size of Intel and they don’t even sell physical chips. lol. Owning your own fabs is a losers game unless you’re #1 like TSMC
German patent court rules against Intel over some of its chips
A court in Germany has issued an injunction against the sale of some of Intel’s chips, after finding in favour of a rival US company that had accused Intel of infringing its patent. The ramifications of Wednesday’s ruling could be far-reaching and... — read more
AI PC?
What is so special about AI PC? Complete nonsense buzzword. Apple phone chip has had an AI engine since 2017. Once upon a time GPU became integrated into CPU. It is just what happens over time. We didn’t called it Graphics PC then.
Qpb will not be back to ~5 days minimum till end of decade
My AI model predicted 60p gm will be achieved (if) in at least 5 years from now. Don’t count on Qpb anymore
The hole is too deep already
Split off tmgf already. Appoint a ceo who actually understands foundry and process technology instead of this starry eyed cheerleader who just says childish things. BK dug the hole. Bob didn’t fill it. Pat made it deeper. The next guy needs to... — read more
Fab 34 is in tatters
From incomplete specs to Techs being spread to new tools they dont know, the RNU's for tools they have never seen and now the as-low-as 1.5% payrise. There is major discontent and another mass exodus on the way. Wait and see. All experience is... — read more
Big layoff by Q1 .
More than 10k to be laid off. You heard it here first
The game is over
When you hear this sentence from someone you know the game is over “I want each one of you to be in love with Intel again.” A large portion of Employees have lost motivation I feel
Is there any idea how to go forward?
At this point I do not think we can catch up with competition. Years of neglect, marked by the lack of vision, inability to recognize and keep talent, always looking for the easy ways out, thinking that grand words can save the lack of substance, are... — read more
PG and Intel
PG was told to leave Intel years ago because of the marlarkey he was part of years ago that cost Intel several billion $ to settle. And they hired him back! That is how misguided the board is. PG should have never been rehired. What happened to... — read more
Foundry Direct Connect
Can we expect any real, meaningful announcements on February 21? Or is it going to be more nonsensical rahrah claims about how amazing 18A is.
Im demoralized working at intel
Previously I was excited about rewards in last years and now no special feeling. I don’t care at all. I was a type of person doing extra always. Now I’m looking going out. The culture and poor ki-led my motivation