#semiconductors

Wow, AMD inking deals with OpenAI, Q buying kid toys!

Like AMD

Reality Check. Stop the “We’re Great” and “Intel Comeback” B.S. There will never be an Intel product that’s not enhanced or influenced by a better more competitive “partner/investor” again. It’s over folks. Hang up the jersey.

https://www.fudzilla.com/news/61826-no-quick-way-back-for-intel

"The wider message from Haas was clear: once you’re late in the semiconductor business, there’s no catching up. Intel’s challenge is not just technological but cultural. Haas noted that manufacturing in the West is often seen as blue-collar, low-status work, in Taiwan, a job at TSMC is viewed as prestigious and well-paid."

https://www.altchar.com/game-news/xbox-handheld-reportedly-cancelled-as-microsoft-refuses-amds-10m-unit-commitment-aBH892X2KHCa

Here’s your investor relations meeting:.

Q: Does Intel use its own manufacturing?
A; Nope we cant rely on it but It’ll be ready in a few years.

Thank you for the lunch. Don’t call us, we’ll call you.

If you know,

you know that what’s happening right now is far from real concrete business plans supported by rationale market forces

I can’t believe Intel is a carcass that corporate raiders and government power brokers now salivate with impunity

Our investor relations team must be the same people that put on the Fyre Festival

LOL.

Intel had better produce something from an Intel fab at volume soon or Intel and the US Government are going to be sued for the mother of all investment scams.

If anything, this makes some reasonable sense. Since IFS has experience making x86, which a large % of equipment is optimized for... so that's would make any transition 100x easier vs a non x86 design. AMD get's access to a US supplier to appease the Administration, and get a 2nd source instead of TSMC, which would give them both some diversification, and more importantly, some possible pricing relief. The biggest hurdle is AMD willing to send money to their biggest PC and Server competitor... or are the benefits offset that risk. Given IFS isn't going to be profitable with or without AMD... there's actually a reasonable chance AMD would sign on to IFS (prob with some old legacy designs just in case IFS sc--ws the pooch... like they have the last 15 years).

https://newsroom.ibm.com/2025-10-01-ibm-and-amd-collaborate-with-zyphra-on-next-generation-ai-infrastructure

Pretty sure major news orgs would be interested to hear about mass and repeated layoffs at a fortune 500 benefiting from CHIPS Act funding, H1-B and outsourcing.

Just to have an Idea of how many people Intel is laying off as it is not clear the exact number. I would start with one of my friend's org. The Oregon list is not updated yet so no idea how many laid off.

SLM/TLM | #employees | Date | location
Lisa/Kismet | 10 | july 15th | OR, USA

Intel 18A: “Not Great, Not Terrible” Hit the AZ5 button before this becomes an RMA nightmare.

Just want people to be aware that the current labor budget increase for TI is only a few percent over the next five years. It's well below a cost of living increase for existing employees assuming no new hires or attrition. There are more layoffs planned for the future.

People being laid off in Freising. Are you negotiating or accepting the offer?
I got 2 months of severance, not enough to wait for unemployment benefits.
If we don't accept can they fire us?

Got laid off this past Thursday,along with half of my fab DMOS5-DMOS6
RFAB ALL TOOK MAJOR LAY OFF MORE TO COME I HEAR.

How has TI historically handled RIFs? I haven’t been at TI long enough to see other RIFs of this magnitude

Asking why Americans are being laidoff while hiring h1bs at the same time

1) shed deadweight
2) produce more runway to stave off bankruptcy
3) generate lift

We’re kinda at 2/2.5. The lift generation isn’t obvious yet.

Are they gonna create a new list of people in Q4 ?

Curious if there was a specific percentage of people by group? or maybe overall?

There are rumors that DMOS5 and DFAB will become "one fab" but that's leaving a lot of us scratching our heads. Does this mean they will layoff at the fab manager, branch and section manager levels? What about supervisors and really - all of the org? How would it be possible to manage 3 factories combined (DMOS5 is 2 fabs already)? Sounds like a logistics nightmare.

Why do employees settle for less? CEOs and exec VPs making 100x-1000x times the average employee. Why do we make em’ so rich.

I mean if a company makes net income per headcount say $10M for instance , it does not make sense an employee average income is $150K, why don’t employees ask for $9M? Why should employees allow any more than 10% margin for employers

Trump wants manufacturing to Intel or GlobalFoundry?

Can Intel manufacture really make any for US companies? on 7nm, 10nm, 14nm?

Is it the usual deal, or have there been any changes?

This is a death blow to the Intel GPU+AI efforts and should not be allowed by the regulators. It is clear that Intel needs the downstream, low-cost GPU market segment to have a portfolio of AI chips based on chiplets, where most defective ones end up in the consumer grade GPUs based on manufacturing yield. NVidias interest is now for Intel not to enter either the GPU market, nor the AI market - which Intel was preparing for with its GPU efforts in recent years.

Nvidia’s investment in Intel coudl have far-reaching negative consequences. To begin with, Nvidia has every incentive to eliminate Intel’s Arc graphics line, which would be disastrous for consumers because Arc is the only product helping to bring GPU prices down. Without it, Nvidia would face less competition and prices could climb.

The loss of Intel’s graphics division would also harm Linux users. Intel’s approach to open, well-documented drivers has made their GPUs the most compatible and reliable option for Linux systems, while Nvidia has a history of being unfriendly toward open-source drivers. If Intel’s efforts end, Linux users will face fewer choices and greater difficulties.

Finally, Intel is currently the only company offering consumer-grade graphics virtualization through SR-IOV. If that disappears, Nvidia’s enterprise-level chips would dominate the market. This would mean ordinary consumers would be left with less performance, less flexibility, and weaker security on their personal computers.

Share what you know so we don’t have to be caught off guard.

https://arstechnica.com/tech-policy/2025/09/china-blocks-sale-of-nvidia-ai-chips/

Qualcomm CEO Reportedly Says Intel’s Chip-Making Technology Not Good Enough Yet

https://www.msn.com/en-us/news/technology/qualcomm-ceo-reportedly-says-intel-s-chip-making-technology-not-good-enough-yet/ar-AA1LY2qX?ocid=msedgntp&pc=U531&cvid=68bb496037644983bedf7ab17fb7c4f5&ei=20

Intel is now a government guided sh-t pile. Soon even the government will realize it is not worth keeping afloat.

It is lame now that Intel is no longer on the DOW and no longer needs to compete to survive. They should move Intel Layoff board to the Federal Government Layoff board

• SK Hynix and Samsung will need licenses for China equipment
• U.S. equipment makers KLA Corp, Lam Research and Applied Materials likely impacted
• New rule takes effect in 120 days

https://www.reuters.com/sustainability/society-equity/us-makes-it-harder-sk-hynix-samsung-make-chips-china-2025-08-29/

https://www.sdxcentral.com/analysis/the-5-firms-who-could-buy-intels-network-business/

Indian engineers at Intel are enabling semiconductor industry in India! After they are done transferring the technology they will again walk back to Intel as their friends are the corrupt managers! https://manufacturing.economictimes.indiatimes.com/amp/news/hi-tech/the-rise-of-the-intel-mafia-shaping-indias-semiconductor-future/123252445