Thread regarding Intel Corp. layoffs

11 replies (most recent on top)

4 years behind on whatever technology they're working on.

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Post ID: @2bnc+1eKmQvmX

@2ker+1eKmQvmX You are too optimistic, cost effective lagging nodes, they are late and expensive and don’t know how to do customs process for customers. Why would anyone but government go to Intel for too expensive older nodes with $hit service ?

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Post ID: @2itt+1eKmQvmX

In 10 years…

Server share ceded to AMD which uses TSMC technology and scale to maintain and extend a consistent lead.

High volume leading edge mobile X86 PC market decimated by more battery/power efficient ARM processors designed for the Windows ecosystem. Intel gets squeezed into niche low volume high end desktops and workstations that don’t have power/battery constraints.

GPUs are abandoned as the development costs cannot sustain a third place minority share supplier next to Nvidia and AMD.

Becomes a foundry for trailing edge nodes, cost optimized for automotive and other low perf / low margin chips.

High margin, high value silicon will a be on TSMC / Samsung due to superior performance.

Reduced to 25% of its current size.

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Post ID: @2ker+1eKmQvmX

ID: @1arm+1eKmQvmX Samsung and TSMC have a guaranteed volume for their investment that is booming and bigger than x86. Than behind that they have HPC, 5G, custom AI accelerators, GPU, and so much more to fill that same factory. Intel has a shrinking market share of x86 and server. Once they move their x86 to the next node they got nothing to fill the fab, a broken business model these days and why they want to get into Foundry.

But look at Foundry, GF couldn’t make money, nor many others including SMIC which had a ton of government money. I guess if Intel becomes the equivalent of Northrop-Grumman that is a business, but what a sad pivot for the company.

I expected far more vision and leadership from Pat. I had hoped a Satya or Lisa like visionary pivot, he is not visionary or bold, just a beggar

That is why Pat is so desperate in trying to get money from any government he can to find scale because his own business can’t support the required investment, basically a broken business model needing 30B or more he can’t affford but in the name of national security chips he hopes.

The reality is Korea, Taiwan are safe partners and the chip shortage had nothing to do with the fact the fabs were in the Far East or domestic. It came down to supply / demand imbalance and terrible management compounded by COVID. He is lucky there are minimum manufacturing base in US so he can spin that politics.

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Post ID: @1gbi+1eKmQvmX

A good watch, Pat thinks because he learned at the masters feet and it is destiny that he is the messiah and can change Intels course.

https://youtu.be/LfU2Qu4MzZk

Sorry the tipping point has passed and the Titanic is most certainly going to sink. Only question is with government subsidies and government nationalism is it 5 years or 10. If they are lucky they look like IBM, but more likely look like GE or McDonald Douglas.

Let me tell you why, Intel’s fate requires both TSMC and Samsung to royally $crew up like Intel CEO, TMG and LTD managers did for a multiple generations. You think Apple, AMD, Nvidia, Mediatek, Broadcom, ASML, AMAT, TEL, DNS, ASM, and every other big supplier, customer, or startup that needs silicon they all hold Samsung and TSMC as biggest customer or most important supplier!

Those in Intel know the Intel DNA of customer service and humbleness to listen to and truly collaborate with customers.

Intel had this leadership position for a decade and missed the inflection point to Foundry, Mobile, 5G, Iot. They used that position to pretty much fu€k everyone they could.

Unlike when they pivoted from Memories to CPU the playing field wasn’t like it is now. These days the neither have lead, talent, scale, no competitive advantage except lots of loud talk and ugly sweaters all hanging on something from a decade ago excellence.

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Post ID: @1icu+1eKmQvmX

@1egg+1eKmQvmX Have you heard of smartphones?

More software runs on mobile vs PC / server by an order of magnitude.

It’s the fundamental reason why TSMC was able to surpass Intel in technology.

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Post ID: @1arm+1eKmQvmX

Still promoting suck-ups into management positions that they will never grow into.

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Post ID: @1jan+1eKmQvmX

I read @1egg+1eKmQvmX post with Sean Spicer's voice, I think it's the "Period" at the end of the sentence, like when he screeched that it was the biggest inauguration audience, period.

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Post ID: @1kyp+1eKmQvmX

Still the undisputed, runaway champion as far as I can tell. More tech runs on Intel than any other platform. Period.

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Post ID: @1egg+1eKmQvmX

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