#semiconductors

The blue bunnies took over most of the states to make INTC more affordable with almost 50% discount instantly. Thank you and congratulations on your winning but It is still out of reach for layoff people. Can we see another 50% discount below 40s so we can afford for a fast food dinner before Thanksgiving day coming soon ?

Uh oh huh. Corporate backing out of the SiC future citing demand and cost.

Given ONHDs reputation for quality, I'm sure they are just saving the money to dump back into Hudson SiC.

Or maybe they are done with inclusions and clowns? What does this mean? I think I know!! 🤔

Shares of Intel (NASDAQ: INTC) fell 23.4% in October, according to data from S&P Global Market Intelligence. The semiconductor giant has seen its share price begin to slip due to weak demand in the PC market, its second-largest revenue generator after artificial intelligence (AI).

https://finance.yahoo.com/markets/stocks/articles/why-intel-stock-collapsed-23-154524764.html

https://wccftech.com/keybanc-says-intel-has-won-contracts-from-broadcom-google-apple-amd-microsoft-and-nvidia-while-amazon-anthropic-and-spacexs-terafab-continue-to-evaluate-its-14a-and-18a-p-processes/

https://gf.com/news-and-events/news/globalfoundries-reaches-agreement-to-establish-us-based-supply-of-silicon-interposers-for-advanced-ai-packaging/

GlobalFoundries reaches agreement to establish U.S.-based supply of silicon interposers for advanced AI packaging

Semiconductor firm Blaize Holdings has implemented significant staff reductions. The company cut approximately one-quarter of its employees. This strategic move aims to refocus efforts on areas where Blaize generates the most value. The CEO acknowledged the difficulty of the decision and the contributions of affected employees. The company is prioritizing its core strengths.

El Dorado Hills, California

https://www.bizjournals.com/sacramento/news/2026/10/01/blaize-layoffs-restructuring.html

Offering a little perspective on all the “GF is doomed” comments:

I understand the frustration. Layoffs, compensation, promotions, management decisions and uncertainty are legitimate things to discuss.

But I think we’re sometimes looking at GF through a very narrow lens: What is happening to me or my department right now?

Zoom out.

Semiconductors are being reshaped by AI and hyperscaler demand, geopolitical competition, U.S.-China tensions, tariffs and export controls, supply-chain regionalization, reshoring, government subsidies, national-security priorities, energy constraints, and the growing importance of domestic semiconductor capacity. This isn’t a normal semiconductor cycle. Governments are increasingly treating chips, advanced manufacturing, photonics and related technologies as strategic infrastructure.

And look at GF’s recent moves.

$375M in federal funding for quantum manufacturing. Expanded Marvell capacity tied to AI data-center optical connectivity. New silicon/indium-phosphide photonics capabilities. And just yesterday, GF announced a multiyear partnership with Xanadu to industrialize photonic quantum components on the 300mm Malta line.

That’s a pretty interesting strategic pattern.

None of this means employees shouldn’t criticize leadership or worry about layoffs. Those concerns are real.

But restructuring, cost pressure and employee frustration can coexist with a company positioning itself for strategically important growth.

So instead of only asking “Who’s getting cut next?”, maybe it’s worth asking:

What is GF becoming? What technologies and markets is it positioning itself around? What does the geopolitical semiconductor landscape look like 3–5 years from now? And what capabilities will GF need to compete in that environment?

You don’t have to be optimistic about everything to be curious about where the industry is going.

Maybe that’s a more useful conversation.

https://www.fool.com/investing/2026/10/05/elon-musk-confirmed-terafab-talks-with-tsmc-intel-has-been-its-only-named-chip-partner/

https://tech-insider.org/intel-amd-stock-slide-nvidia-n1x-pc-chip-2026/

I heard someone talking at McDonald's that Intel don't have enough people to make chips anymore. Only way to lead is to buy the competitors to make chips for it to lead.

Switch to AI

https://wccftech.com/intel-ceo-lip-bu-tan-reportedly-moves-up-14a-risk-production-to-q1-2027-as-the-nodes-defect-density-races-toward-target/

• Unions representing nearly two-thirds of Micron's Taiwan staff may strike
• Unions seek a one-off payment and quarterly bonuses tied to 15% of operating profit
• More than 80% of surveyed members backed action, unions say
• Taiwan is Micron's largest manufacturing base; a stoppage could disrupt chip supply
• The dispute comes amid AI-driven memory-chip demand and rising ​sector profits

https://www.reuters.com/business/world-at-work/microns-taiwan-unions-threaten-strike-over-bonus-dispute-2026-09-01/

Why do you think infineon bought C2I semi in bangalore? Infineon already has multiphase controllers and power stages but they are US based. TI's multiphase team is in bangalore and a faction created C2I. I see the same migration to bangalore happening at Infineon. What do other's think?

German semiconductor firm Infineon will close its Mesa facility by the end of September. This closure will result in the layoff of 98 employees. The site's operations, focused on preparing raw semiconductor wafers, will be transferred to external foundry partners. The company stated this move aims to enhance global manufacturing productivity and competitiveness. Infineon acquired the Mesa location in 2015, though the facility has been operational since 1997.

Mesa, Arizona

https://www.azcentral.com/story/money/business/tech/2026/08/04/infineon-layoffs-mesa-arizona/91169129007/

A technology company has announced significant job reductions. This move impacts employees across various departments. The company cited economic challenges as the primary reason for the layoffs. Further details regarding the exact number of affected individuals were not immediately available. This decision reflects a broader trend of cost-cutting measures in the tech sector.

San Francisco, California

https://www.tomshardware.com/tech-industry/policy/intel-layoffs-to-hit-data-center-group-division-focused-on-server-cpus-ai-chips-and-data-center-architecture-to-be-hit-by-an-unknown-number-of-cuts

From: https://www.telegraph.co.uk/business/2026/07/03/the-ai-bubble-is-bursting-but-behind-it-hides-an-even-great/

Re: semiconductor drop last week
The trigger seems to have been talk of a thousand plagues by the hybrid cloud giant Oracle, which ranged from wild overbuilding of data centres to stranded capacity, power and water shortages, permitting delays, credit risk and customer defaults.

Its annual report contained the cluster bo-b that “highly leveraged” customers had contracted more computing power than they could plausibly pay for. “We may experience risks of non-payment and non-performance in our dealings with such parties,” Oracle said.

Translation: “Oracle is saying that OpenAI may have ordered too much food, may not eat it all, and, worse, may not pay the bill,” said Ipek Ozkardeskaya from SwissQuote, a foreign exchange firm. Could ChatGPT be squeezed out and go the way of Firefox? It certainly could.

Why doesn't Q invest more in robotic chips? Its expertise in low-power SoCs with integrated Wi-Fi and Bluetooth seems like a great fit for robotics.

The Philadelphia Semiconductor Index (SOX) is trading at 14,246.96, surging about 3.92% today and up roughly 94% over the first half of 2026. Driven by unprecedented artificial intelligence (AI) demand, the index recently doubled in value over a six-month period.

https://newsroom.ibm.com/2026-06-25-ibm-debuts-worlds-first-sub-1-nanometer-chip-technology

Oregon's semiconductor companies report soaring stock prices. This growth is fueled by an artificial intelligence bo-m. Despite this, Oregon's semiconductor employment reached a 30-year low. Intel alone cut 6,000 jobs over the past two years. Other chipmakers also reduced their workforces in the state.

https://www.oregonlive.com/silicon-forest/2026/06/oregon-chip-stocks-are-roaring-back-will-the-jobs-ever-return.html

Again and again

https://www.igorslab.de/en/intel-18a-delay-manufacturing-problems-foundry-offensive/

No more layoff news ?

Just ShitTel lovers jumping on each other heads to buy ShitTel stocks while ShitTel haters are selling them for profits ?

How many more layoffs this year or next quarter ?

Is this the end of JJ or LisaP?

Intel swipes Qualcomm veteran of 25 years to lead client computing — Alex Katouzian jumps ship to oversee consumer CPUs and physical AI

https://www.tomshardware.com/tech-industry/big-tech/intel-swipes-qualcomm-veteran-of-25-years-to-lead-client-computing-alex-katouzian-jumps-ship-to-oversee-consumer-cpus-and-physical-ai

Advantest Inc. is laying off 55 workers. The company is a semiconductor firm in Hanover Township, Lehigh County. A Worker Adjustment and Retraining Notification was issued. The effective date for these layoffs is June 30. Advantest specializes in semiconductor test solutions.

Hanover Township, Pennsylvania

https://www.mcall.com/2026/04/30/lehigh-valley-technology-company-announces-layoffs-affecting-55-jobs/

All the haters are alive and well in this channel. Go touch grass haters. Intel is here to stay and dominate!!

a. Innovation
b. CEO CFO VP PE swap in & out
c. Mass layoffs and more layoffs
d. Financial frauds
e. Corruption
f. Stock manipulation

Is Mr. "Everything's Computer!" really just that much smarter than all the Intel PhD's, MBA's and "Rockstars" combined? These so called businessmen were all scrapping Intel for parts when Trump basically handed them their as--s and said "You are going to make computer chips like you are supposed to or go to jail." Now Intel is at ATH in less than a year. I guess he really is a VERY STABLE GENIUS and everyone one working at Intel owes him a giant debt of gratitude.

LA Semiconductor facility experienced layoffs. These layoffs are the first wave. The facility is located in Pocatello. The job reductions have begun. Specific details about the layoffs are not available.

Pocatello

https://localnews8.com/news/2026/04/10/first-wave-of-layoffs-ensue-at-la-semiconductor-facility-in-pocatello/

Why are there so many layoffs ?

"Most Android phones run on chips from Qualcomm or MediaTek. Xiaomi wants to change that, at least for its own devices."

"The XRing O1... built on TSMC’s 3nm process and holds its own against Snapdragon ... ".

https://phandroid.com/2026/03/05/xiaomis-xring-chip-is-about-to-get-a-whole-lot-more-ambitious/

The only one that's flourishing is Intel. At least we're the best at something, I guess.

Apparently Intel is not following high NA anymore. What a waste of 300m$ equipments

So we’ve got that going for us

https://stocks.apple.com/A39SkoP0uTO6zXH46WoaXVQ

Still have faith in our leadership?

https://www.forbes.com/sites/petercohan/2026/01/26/intel-cut-chip-capacity-at-the-worst-possible-time---and-its-stock-paid-the-price/

Biggest computing demand in the history of the world.

"Our future is not in the print industry but in semiconductors".

Kind of saying the quiet part out loud there.

JP claims that Cisco silicon in a head by 2 years vs. Broadcom and Nvidia. Any thoughts?