Thread regarding Intel Corp. layoffs

Ohio Fab

This is great news for us. Letting China/Taiwan be the one stop shop for everything is going to be a big mistake in the next decade or two, it also reflects badly on the USA that we are completely dependent on a foreign power as much as we are. The current market has show that it won't price in externalities such as future wars (and cold wars) and only government pushes here and there will help it along. Intel is seeing the potential for that I believe, given the shortages and such. They certainly have the expertise to make these other types of chips that the US market has all but given up on. I think the big thing is we need to at least have the equivalent capability to what we are getting from Taiwan because it has become clear that China is not going to allow them to be independent for much longer, particularly under Xi.

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Post ID: @OP+1eVGImx0

6 replies (most recent on top)

The Midwesterners will get the results.

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Post ID: @2yba+1eVGImx0

IBM tried this stunt with their 300mm fab in Fishkill and it failed. NY lured them away from their 200mm fab in VT with tax breaks and energy subsidies, and they assumed their world-class manufacturing employees would relocate. When they didn't, Fishkill was plagued by terrible yields while they new employees learned the trade. One of the many nails in the IBM coffin that Intel seems he-l bent on following.

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Post ID: @2ppr+1eVGImx0

Intel suppliers are going to charge them a fortune for making them support Ohio. Cold winters and no Japanese food!!

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Post ID: @1fme+1eVGImx0

The blame goes back to PSO and BK. PSO didn't create a solid pipeline of exec's and then sadly he passed away. BK was just incompetent. The company has gone downhill ever since.

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Post ID: @bbq+1eVGImx0

This is a sad new chapter for intel, move from provider of leading edge chips to older node low margin business. This is like US getting back into steel, coal, furniture, and even underwear. Bring it all back onshore instead of let the global economy drive business and efficiencies and innovation to where they best innovate and bring value to the world.

The real play is Pat riding nationalism for free money for his broken Hail Mary play.

US to really get back into semiconductors required in excess of 50 billion per year! TSMC is going to spend 40+ billion next year and the CHIPs act is going to be diluted across lots of companies and initiatives. It’s but a few tens of billions for Intel and smoke and mirrors distraction hoping people don’t notice the real fundamental problem.

Intel doesn’t have any business justification to build three fabs around 60B to come on line. They don’t have x86 business nor any Foundry, nor legacy technology either. So they, don’t have technology to fill them, no breadth of offerings for Foundry. Lastly the fact that their own core products are going to TSMC feeding their scale and margins because their own the technology is uncompetitive. If their own products don’t use them who would choose Intel Foundry over Samsung or TSMC and how can Intel Foundry compete on offerings or competitive pricing and make money, simple answer they can’t and the BoD is failing in governance. The only logical conclusion after some thought is they all are delusional and all believe the team that failed to bring 10nm is now capable of complete cultural and technology renewal and compete with people that crushed them. And listen to the hubris about first high NA EUV to see the B$ coming out.

They have no track record so they just make noise and try and milk their legacy from 20 years ago. Trust me there is no Job’s Apple renewal moment here. Apple redefined three new business segments with the Mac, iPod, and iPhone. Intel is trying to attack three existing segments all where they are behind in technology, skill and scale. The only what they pull even is if the competitors all fail, government money doesn’t bring success on a broken strategy, just look at China which has poured 10x money and has greater talent pool and failed.

This is like believing Pac12 can compete with SEC because of the past legacy, LOL, that doesn’t happen in the real world!

The sinking of the Titanic is all but assured, FUBAR

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Post ID: @var+1eVGImx0

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