Thread regarding Intel Corp. layoffs

The winning continues. Now, Tower is in the rear-view mirror as well!

@emy They're actually very smart and you can't exactly blame them for playing the situation as expertly role-modeled by our leaders. I just chose not to be party to the show. for what exactly? You're not even making that much money in intel.

AMD isn’t really even trying that hard in client.

The revenue growth is coming from Epyc servers and AMD is pouring most investments (rationally) to this product line. Intel is nowhere to be seen in this server cycle. I don’t understand why SR hasn’t been fired for this. Where is the accountability?

AI is another market where AMD is providing a credible alternative to Nvidia. Again, Intel is nowhere to be found in that market. At least they got rid of RK.

With their server and AI war chest, expect AMD to more seriously attack client in the coming years.

See this is the problem... you have lots of 'clingers' at Intel making high salary and just hanging on... They know the prospects of the company are dim, but if you look at optimizing just their situation it is rational just to coast like this... even if these people are in part to blame for dragging down the whole company...

Depends how far along your career if after 20 years what’s sticking around another five to make good on mortgage payments. Ten years and less need to seriously consider their options

Not only is TMG to blame, but also the design teams are not exactly known for efficient use of die...

Intel is in quite a bad pickle here.. It is hard to see how it would pull out of such a bad death spiral.

Best case?
PC demand picks back up (not likely) -> Intel designs become more efficient (never happened so far) -> AMD stumbles (they are hitting stride now w/ Lisa Su) -> Intel TMG catches up (EUV is behind by 4 years) -> Intel plays more accounting tricks to hide the extra cost of 5 nodes in 4 years (e.g. underloading charges, bad batches, inventory write-offs) -> Intel learns how to compete in contract manufacturing (customer centric, ecosystem rich, flexible shuttle system, etc., etc.,) -> Intel back being competitive.

What are the odds of all this working?

• 1 * .1 * .1 *.1 *.1 * .1 = 1 in a million. Is this generous? To negative? Would you bet your life savings on it? Your family's well being? Your career?

And with outcomes like this https://fortune.com/2023/08/16/intel-tower-semiconductor-merger-acquisition-fails-receive-china-regulatory-approval/ the gap is only going to increase!!

AMD has much better gross margins also.
How exactly is TMG adding value to Intel?

I went shopping for a new laptop after 5 year... and wow how things have changed... AMD Ryzen looks like a much better performance/watt/$ then Intel...

No wonder Intel's gross margin is spiraling toward 0... That is quite a problem because without any profits Intel can nary afford this 'moonshot' IFS strategy trying to take on the world's best manufacturing company ($TSM).

Will be over 40% this year…