Thread regarding Intel Corp. layoffs

@2kls Made your post into a thread so more people would see it. Hope you don't mind.

To paraphrase Andy Grove, "TMG is the heart and sole of Intel. You cannot understand Intel unless you understand TMG."

Intel being vertically integrated with manufacturing is an economic/investment decision by the BOD. It works out that semiconductor companies that can afford vertical manufacturing have it -- the rest go fabless. Intel has been able to afford it, and it having vertically integrated manufacturing provides many benefits - lower cost, but most importantly, control. Consider the situation where an emergency stepping/revision of a microprocessor needs to be released. With Intel owning TMG, the effort is "all hands on deck" to get the new reticles and resume fabrication as fast as possible. If TMG were an external company, and Intel wanted an emergency reticle replacement, sure the external company will do it -- for a price. That said, should Intel no longer be able to afford TMG, it would be setup and an independent company.

The other way Intel might split from TMG is as follows. The end of Moore's Law is reached. The last process is at 3 nm. Extensions such as 3D stacking of transistors and such could improve density over time, but it's costly and you'll always be battling a heat removal problem. So, Moore's Law is dead. Feynman famously said, "There is plenty of room at the bottom." Well, Moore's Law got us to the bottom, and now it's all filled up. In this case, Intel would also split from TMG -- as TMG no longer provides a competitive advantage. Since the technology is pretty much tapped out, Intel can buy it as a commodity from several manufacturers. No reason to keep the now low-margin TMG.

Had TD executed on schedule with 10 nm, followed by 7 nm ramping about now -- well, TMG would be closer to the end of Moore's Law. Watch out for someone who is qualified to be CEO of a major corporation be appointed as the head of TMG.

@1zan - IOTG has maybe three people who really understand IOT. The number of missteps IOTG have taken is immeasurable - they only want to sell a gateway and therefore simply built PPT decks around that notion. Tiny IA, in all its various cancelled forms, was never going to get off the ground for the same reasons Intel can't win in mobile - they can't stomach the margins (which brings us back to TMG again).

@1dyc - Releasing a CPU team to work with TSMC will take a couple of years for a full turn of silicon since you are nearly starting from scratch with a new PDK. I don't see the BOD giving anyone that long a leash.

great place for nepotism

-rbz:

Don't be too overly confident with IOTG. This group is overloaded with failed TMG managers who were surreptitiously spared from the decline of TMG, even though they were part of the problem. Their friends pulled them over to this decision as pure survival as they know even less about IOT technology as their own failed knowledge in chip technology. What a joke Intel is! Instead of hiring best and brightest, just move old, tired retreads because they are friends.

intel dumping TMG won't fix the overwhelming corruption and incompetence in the silicon design teams

Serious answer:

Up to 14nm Intel provided somewhat a competitive advantage. Leadership in density and performance and guaranteed capacity for the product team. It didn’t come for free as the PDK was highly restrictive. If designing in intel TMG process was easy why did ICF fail? Intel PDK s---s just ask any of the product teams

The failure to get mobile and get Apple was a tipping point of no recovery.

TSMC and Samsung now have scale and technolug lead over intel.

TMG has wasted billions in 10nm R&D and spent more billions in capacity that is all now useless and trapped by decions made allot 7 years ago. The inte product team roadmap all depended on TMG delivering and they failed to deliver for three years throwing the Product roadmap into dissary and held hostage. Do they hope 10clmes or go to 14 or maybe phuck TMG and go to TSMC?

Now AMD has broken free of GF and like Apple is riding TSMC the intel product groups are in trouble as their competitors have better technology, scale and cost structure than intel. Oh and they have a trustworthy manufacturing partner. All intel x86 got is their their patents and proprietary architecture, but their is now AMD riding TSMC

Would you use TMG or cut them loose like AMD did to GF?

All intel needs to do is dump TMG and they will fly

CCG, DCG, IOTG, NSG, PSG are making >98% of revenue. Everything else should go!

TMG in the past delivered a top of the line manufactured product with substandard, in every aspect, support. Any "hiccup" is exacerbated by this substandardness in all other areas with a cascading effect.

Intel can survive even better than before by simply partnering with TSMC on building future chip production. Would be faster, cheaper and probably higher quality. It can then rid itself of the corrupt, irresponsible, money hog faliure of an organization called TMG and never hire back either the management or ridiculously slow engineering groups that run this complete and utter sham. Call the new Intel, but it needs to shed this group permanently.

I just can't see Wall Street buying the spinoff story. TMG/Intel has too arcane a set of design rules and the lack of success by ICF after SO many years points to certain doom for the spin-off.

But, that won't stop anyone.

What organizations are bringing in the revenue to keep TMG afloat?

Serious question, but very simple answer.

Just fire everyone, close the business completely.

Current Intel is just the cancer for the entire tech world.

Any questions?

Serious question, but very simple answer.

Just fire everyone, close the business completely.

Current Intel is just the cancer for the entire tech world.

Any questions?

all the nepotists need to go NOW!!!

Be good

all the nepotists need to go