Thread regarding Intel Corp. layoffs

Remember ,3 years back same Pat told he believes in SW not HW

@1joi+1fvBBzxk Hit the nail on the head why they will never get foundry think, can’t get x86 outtta their mind, never could and never will

Every day I sell another x86 socket, that is the highest margin, most strategic thing that Intel can do

This basically summarizes why Intel is in so much trouble. They can execute well for the next 10 years and they are still hosed - they used to be practically the only supplier (AMD wasn't doing well) of the by far most used architecture in servers (and clients), and sold to 100s of thousands of customers, none of who could push them around. Now there are several architectures and several suppliers and the buyers are bigger and more concentrated than ever. They are just lucky the server market has been growing while the big cloud providers built out. It's not going to be a pretty 10 years to 2032... selling those x86's in 2032 won't be so.. high margin.

@pvn+1fvBBzxk Pat really does really talk to much doesn’t he, and he wonders why the stock is tanking.

Pat is living in a reality distortion world!

They will never be a big leading edge Foundry, nor ever become more than a third rate player at the leading edge. They need to completely transform their TD, Manufacturing, Design Team, dang the whole company and they didn’t hire anyone with those DNA.

As everyone is celebrating a bold plan, but neglected to remember it isn’t the 90s against far more potent, funded and talented and larger competitor who have and will continue to move faster and better than Intel. It ain’t IBM-Motorola-Apple vs Intel from a position of strength, duh!

https://semiconductor.substack.com/p/chip-wars

He spins a great story and don’t forget he is deeply religious and has created a reality distorted fanatical world and is a preacher that has managed to either really trick or bribe a bunch of people to join his crusade. Religious fanatic is very dangerous!

I do wonder how many rank and file really understand and want out or just hope they end up like IBM, Motorola, HP and string this out till retirement? You got to believe, just like Germans during WW2 or Ukrainians now.

Clearly the young and ambitious should get out as Intel is IBM at best.

@pvn+1fvBBzxk
So Intel has a conflict of interest problem where their potential whale customers are also competitors.

Some of these conversations, Ben, I just find them delightful. We have these five whale customers that we’ve talked about, these are active conversations. Active, daily things and in that, the teams are now saying, well, what about the ultra low voltage threshold for the thin pitch library that we’re going to use in this particular cell? “TSMC is giving us these characteristics, you don’t characterize that corner.” Okay, guess what? Go characterize the corner! “Your PDK isn’t as robust as the Samsung or TSMC PDK is to describe the process technology for my team to simulate.”

I get where he's going with this however if you're ever on the flip side interacting with a vendor you should be careful about what you disclose that their competitors are doing. Vendors notice what they learn from your teams and if they know it is leaky they will not disclose things that make the tech side any easier.

At a past gig we used the be the central point of contact for our vendors because we kept a strict firewall on the technical side between different product lines and SoCs.

The first instinct of most engineers when you're trying to evaluate something or get the best performance is to say "X does Y, why don't you do Y" or "X does Y, how can we get similar results" and you've just disclosed something and that vendor will notice. On the other side if you build up that trust and are known to not disclose you can be read in on things that normally wouldn't be shared. This can be incredibly valuable when you're trying to close on a key technical issue under schedule/time constraints