What's wrong with Swan as Intel's permanent CEO? He seems to be doing a good job all around...
Truth about Intel 5G mess
Don't believe the lies, fake news, and propaganda pieces paid for by Intel. https://www.semiaccurate.com/2018/11/12/intel-tries-to-pretend-they-have-5g-silicon-with-the-xmm-8160/
Where are the world leaders in 5G?
https://www.engadget.com/2018/11/14/verizon-5g-cellphone-link-samsung-motorola-qualcomm/
Decision makers with low vision
The higher management folks from outside have ruined the innovation drive and energy of Intellites. They have zero experience of running manufacturing and with design experience they will never be able to understand challenges in manufacturing world... — read more
Intel speeds up the launch of the 5G modem by six months
The article reports that it was stated from the company that the XMM 8160 5G multimode 5G modem will be available for manufacturers in the second half of 2019, which is six months earlier that it was originally planned. This news got me wondering if... — read more
Three risks for Intel in 2019
While this is an Ashraf article, and we all know what that means, info in here is taken from Swan's call, so it's actually worth a read for a change. During the call, Swan provided insight into some of the challenges -- he referred them specifically... — read more
New investments in Oregon, Arizona, Israel and Ireland
https://www.independent.ie/business/intel-to-expand-irish-production-to-meet-global-chip-demand-37441660.html
next steps at TMG?
Hi folks, with the news that TMG will start to outsource some of its manufacturing to TSMC, what steps can I take to potentially prepare for the worst (next round of layoffs)? can I reach out to HR? talk to a manager? I don't even know what else I... — read more
Advice to Intel's Executive Management
If any exec is reading here is a few things I'd do right now: Increase compensation ASAP if you have any appetite for getting top notch talent, as of now, we are not competitive Focal process is outdated (look into what Microsoft did here) - if you... — read more
Moving products to TSMC
Intel needs to start moving its mainstream products to TSMC ASAP. Once a good engagement with TSMC is established, they must spin off TMG. There is no other option. This will immediately drop the market cap in half. No CEO would want to take this on... — read more
Anyone use a competing offer to increase pay?
Grade 9 engineer in Hillsboro, interviewing for jobs in SF, and expect some good offers (>$300k). Was wondering if anyone successfully leveraged a competing offer to increase pay. I’m well below the midpoint in my grade, but I do like my job and... — read more
Out of here
Ok, been at Intel 5 years, headed back to McGill (Canada for the red necks). PhD program in 3 years will have a great future, Canadian citizenship. A great life. Intel thinks I am coming back...only as a VP...but I will take their stipend so they... — read more
Two CEOs?
There's a big change coming, and the obvious thing is to split TMG/TD and the product groups into separate companies, as AMD did with Global Foundries. That means two CEOs. Nothing else explains why it has taken the BOD so long to replace BK. I... — read more
Intel is in a trap of its own making. To switch major product designs to TSMC design tools and process is a 3-5 year effort.
Until that switch happens, it cannot abandon TMG. IT means Intel has to run a parallel design effort for a long time, as older existing products go through steppings and tweaks, while keeping TMG alive in case the second design team cannot make... — read more
How safe is SERMA?
I'm a recent retiree, and I'm wondering if the money in my SERMA account is protected, as in a trust for example. I am not withdrawing anything from it currently as I currently have insurance through better options, but certainly don't want to risk... — read more
Strategic silence
Reminder: Just because you see something dumb or wrong on the internet doesn't mean you have to amplify it by pointing out how dumb or wrong it is. "Strategic silence" is often the best way to personally combat misinformation.
BK has a job
https://www.thestreet.com/technology/former-intel-ceo-brian-krzanich-joins-cdk-global-as-chief-14772345
It's getting worse
Venting a bit here regarding raises and promotions - both are abhorrently inconsistent. What I see nowadays is that new hires often start at higher salary than people working there for many years. Now, add to that all the perks that keep disappearing... — read more
AMD's stock rallies as Amazon's AWS deploys Epyc chips
https://finance.yahoo.com/m/900a6c57-ec27-3461-a410-6c26baa44e66/ss_amd%26apos%3Bs-stock-rallies-as.html This is only the beginning
Intel will supply 5G modems to Apple for the 2020 IPhone lineup
This news doesn’t come as a big surprise, given that Intel is already an exclusive supplier of modems for iPhones, but it comes as a relief as rumors are emerging that Apple isn't satisfied with the current modems that are supplied. We all know how... — read more
Intel Red Carpet Team
https://jobs.intel.com/page/show/red-carpet
Proper Deployment of Capital
Look at the difference between Apple a company with more money than any other and Intel in how they deploy capital and their success rate. One makes long term strategic buys and another as someone mentioned a reactionary response to the latest fad... — read more
Intel 5G modem unusable due to power dissipation
8060 modem is a piece of c-ap. https://www.engadget.com/2018/11/03/apple-reportedly-launches-its-first-5g-iphone-in-2020
Intel to transition all chips to TSMC
TSMC will be on 5nm while Intel and TMG will be struggling with 10nm, no brained to transition all chips to TSMC
Due diligence process for acquisitions
Intel's due diligence process for acquisitions is a joke. Intel Capital should be dissolved and shut down. Apple is 5X larger market cap than Intel and look how they do acquisitions - extremely selective, small and targeted acquisitions, mostly under... — read more
Apple poaching great modem engineers in San Diego
Granted not many are being approached in Intel
Groups to be shut down or spun off
Which Intel groups should be shut down or spun off? Intel Sports Drones iCDG (spun off) Any others?
BeanCounter Bob = Hatchet Bob
What do you think?
Is it a bad idea to start a career in Semiconductor Industry?
For the past few years, with so many mergers and acquisitions, layoffs, uncertainty - is it a good idea to start a semiconductor career?
So, how long do you think this can continue?
How long can Intel go without a CEO? At least not an interim one. I'll be honest, I was certain we'd know BK's successor by now. It's a bit surprising it's taking them this long to find an adequate replacement (God knows it can't be difficult to find... — read more
Some facts
The facts are Intel is milking 14nm and current products to death. This, combined with a healthy demand is producing great quarterly results. However, there is 0 innovation going on, which will come to bite Intel in the azz sooner or later. Very... — read more
No hope for Intel unless something radically sane and smart happens
While Intel is milking results of its market positions, this iceberg is melting and what is underneath is unusual for the industry toxic mix of politics, nepotism, 360 popularity backstabbing focal, brown-nosing, gender and minority reverse... — read more
Retention packages in icdg
Are other groups getting these?
Layoffs coming to TMG
A good portion of the low-end production is going to TSMC and will never come back. First step in TMG spin-off/closure.
GM downsizing
Offering older worker package to leave all white collar folks. Ford and GM moving Engineering our side of US, watch Tesla same coming.
Happy Thanksgiving
We have a lot to be happy great full for. A job, good healthcare wonders teams, colleagues