Here's my 2 $: INTC share price will be improve if it sells off manufacturing and be a full scale design company like Qcom, AMD or NVDA
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If you only had a mind worth changing.... which hedge fund do you work with again??
Big Klown. I see what you did there. Funny :)
If TMG is cancer, IAG is ALS..
Can’t speak for pats strategy. But only people who actually work is the fab.
@jos+1kHRU2f6 Maybe US should grow a set of ba--s to protect democracy, allies and strategy and trading interest. Far better for western economy than try to recreate something it can’t replicate or afford
This has been repeated several time by many over the last month. US companies cannot rely on a small piece of real estate in Taiwan for the advanced chips. The pandemic has taught a lesson that supply chain diversification not just for Semi but all other commodities including Nat. Gas and Oil, is essential. IFS needs to be spun off. GlobalF, TexasI have fabs in US. Government needs to provide support for Not just Fabs but other manufacturing going forward to weather up and down of world economic situation.
Intel manufacturing practices encouraged a toxic culture to prevail and it showed in their bravado when they were dominant. That's why the leadership believed in the macho attitude towards others and encouraged hierarchy and listened to less and less brought themselves to where they are now. Others have surpassed Intel.
LOL, if it wasn’t so sad that these posts from Intel employees have no clue how the world has passed them by, from the Board Room to the technician and ruining the company it would be hilarious, but sadly this delusion is ruining the company. You can change if you don’t know how bad you are.
And water is wet... To compete in foundry you need agility, flexibility and cost efficiency, all three are metrics Intel always sucked at. Our business is suited to work when it's in dominating position, by using size advantage and illegal market practices to put down competition - too bad that AMD now has comparable market cap and TSMC it worth 3x Intel, so we are not the big bully anymore.
Your opinion means nothing. Enjoy validating yourself in this anonymous echo chamber of ex laid off Intel employees.
I'm a manufacturing tech, I know my job role.
I turn red metrics green, 80% of the metrics are zero value add but we even falsely report these just to make them green.
Green metrics mean the DM is happy.
We also fix machines sometimes.
Having worked at Intel and seeing their competition, Intel isn’t competitive at all in manufacturing Foundry. The techs up to leaders have no idea what they are against. All they know how to make is one product at highest level of premium pricing.
Their whole culture top to bottom will need revamp, little chance nor value in what this left at Intel to spin off. Even less value in a surplus and recession environment.
Their best technology is 7nm and they are two generations behind and falling fast and faster behind.
There are plenty of skilled engineers and techs on the floor and in process roles. The main issue I see is that there is no accountability on the floor level. No one seems to know exactly who is responsible for a specific tool. (this may vary by area though) So, you have some techs that abuse the system and vanish for hours at a time, while others are running their a$$3s off to try and get things done. This issues closely follows the Pareto Principle.
Correct. The horrible brown-nosing, CYA, finger-pointing, stealing credit, peer blaming culture that now permeates the whole company first originated in TMG and spread like a cancer throughout all divisions during the terrible regime of the Big Klown.
You spelled management wong.