Whoever from management (HR or somebody) may be reading this Board please do good service to the company and convey to Pat _and_ the BOD that instead of plowing tens of billions into fabs they need to focus on areas where the company still has some strength left. Now, that Intel has fallen way behind on process technology, the basic laws of semiconductor manufacturing economics are stacked against it, and the path to restoring the former glory in that area is extremely narrow. No faith of any kind can change this basic fact, and choosing to continue on this path is much more likely than not to result in another case of value destruction Intel has been famous for. The company should follow the example of its competition and focus its (no longer unlimited) resources on areas where it may _still_ be strong and, instead of spending billions on end-of-life care, cut off its sick parts before they manage to pull the rest of the organism down with them.
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Is it true that AMD has bigger number of off shore %% than Intel of course TMSC is a given TMSC has really smart folks
Let's be honest here TMG needs to put up something, anything competitive, or the company will be taking a new path. It's about 5-10 years late so the stakes are really high, it's a huge long shot considering current capabilities, talent and performance.
Intel HR deal with their employees like catholic priests deal with altar boys.
Outside folks disliking my posts... wanna start the discussion on LinkedIn with all your real profiles ???
The outside folks who know nothing about intel creating cheap posts... then go write on TSMC, Samsung or Apple lay-off forum .. not here ... or go work there . Go work at TSMC in Taiwan or Samsung in Korea.
Government misallocation of capital usually results in negative investment returns.
Market forces should dictate capital flows - not Joe Biden.
See:
- Chinese ghost cities
- Soviet farming
- Solyndra Solar
This list goes on and on, yet people still think socialism works.
This too will fail as uncompetitive fabs won't get filled... shocker, I know.
Intel has no strengths unless you consider being in a lot of markets to be one (smart people would just call that being overextended). There is not a single market where Intel is a technical leader.
Long live Copy Exactly!
Investment in fab is the right way as that is the main bread and butter of intel .. the lag is due to many reasons but this shld not deter intel to invest in R&D of semiconductor technology. Otherwise as the government is spending and foreign companies are coming in mainland for chip manufacturing, it becomes utmost important to stay focused on it. TSMC is nothing but the main designers like Apple, AMd and Qualcomm go there for manufacturing.
Anyone from Apple or AMd can get their chip manufactured thru intel and see for a fact for process comparison between intel and TSMC.. there will not be big process difference ..
Please continue to invest in fabs to become third best to TSMC and Samsung.
Sincerely, AMD