Pat is doubling down on TMG but how can it work? Intel spent more than anyone else and we wildly successful going from two to three year lead to a 3 year lag! Dang that was a decade lost! Now they will spend billions and claim a node per year... — read more 

Good luck catching up, TMG, you'll need it. Or just pray harder! https://wccftech.com/tsmc-exceeds-3nm-yield-expectations-production-can-start-sooner-than-planned/

So you proud or embarrassed to see Intel CEO being called out? It isn’t like he is a hero being recognized for some great achievement, or did I miss it? I see a desperate fanatic pursuing a strategy the company can’t afford and with timely... — read more 

I decided to leave and the reason is that I can no longer stand the mediocrities that are here in higher positions. How can this company make any progress if mediocrities have more power than people who are really knowledgeable and skilled? It's... — read more 

"The note starts off by cutting Intel's share price target by an eye-watering 14.5% as Morgan Stanley drops its value estimation of the chipmaker to $47/share from an earlier $55/share. It then proceeds to provide several reasons behind the... — read more 

https://stratechery.com/2022/an-interview-with-intel-ceo-pat-gelsinger/

https://asia.nikkei.com/Opinion/Global-chip-shortage-may-soon-turn-into-an-oversupply-crisis It looks like Intel will be behind the curve yet again with a bunch of empty shells. All of this was entirely predictable.

Intel please find Pushkar and make him chairman over Pat and Board. Amazing that this was all there to see and nobody had ear of anyone at Intel. You’d think with all those PhDs, fellows and VPs that the BoD and even clown could have had it... — read more 

“ Intel, the supposed crown jewel of U.S. semiconductor manufacturing, taxpayers have received a corporation that is getting lapped by its adversaries, constantly fails to deliver on new products, and has engaged in several rounds of layoffs in the... — read more 

“ A decade ago, Intel made 1.7X more in annual revenue than the top five pure-play chip designers combined. Today, the top five chip designers combined make 1.5X more revenue than Intel, a massive swing within just one decade! While Intel revenues... — read more 

If you read carefully I think the second. Everything from AMD, Foundry, IDM-IFS synergy, Intel use of Foundry and Intel-Vendor collaboration is interesting. I can see how he snowed the BOD but if you look deeper from the other side it is pretty... — read more 

“ The other thing I’ve said is that, “Hey, I’d like to do a Mobileye-like spin on our foundry business at some point as well.” I’m going to keep the structure, as opposed to integrating as much, I’m going to keep it more separate to enable that... — read more 

Q: Simple question. Pat, you've hired some great people, and they don't look money-motivated. What's the sales pitch? How are you getting these people on the door? Is it just the mission impossible? Any color there would be really helpful. Pat: "As... — read more 

Does a zebra change its stripes and become a leopard with the animals we have here and all the rhetoric you see? Look around and the dinosaurs and ask about what is the leaders behind the ppt? @kyl+1fs4uV0N said it best “ You are smart enough... — read more 

Considering the state of the world (Russia/Covid) and the likely effect it will have on the electronics industry. Should I accept the offer Intel has given me as a senior engineer or should I finish my PhD ( I have an Intel fellowship and I have 4... — read more 

Looks like people see the Fear and Uncertainty and don’t buy the Disinformation “ Wall Street thinks that AMD will win The co----e nose jobs of Wall Street think Intel’s chip making plans to meet rising demand will give AMD a greater foothold in... — read more 

https://www.tomshardware.com/news/intel-reportedly-selects-germany-mega-fab

Some positive news, for a change. https://wccftech.com/intel-alder-lake-cpus-push-amd-desktop-diy-market-share-back-to-pre-ryzen-5000-levels/

https://www.anandtech.com/show/17243/anandtech-interview-with-dr-ann-kelleher https://www.youtube.com/watch?v=QbjIylf4yao Any thoughts on whether Dr Kelleher is up to the challenge?

https://seekingalpha.com/article/4488935-intel-a-year-into-the-pat-gelsinger-plan A long but interesting article. Perhaps you have already read it? Admittedly, I still think Intel started making the transition to that “new strategy” before... — read more 

Dead end after the year 2000 Jul 31, 2000 1/2 Stock Split Apr 12, 1999 1/2 Stock Split Jul 14, 1997 1/2 Stock Split Jun 19, 1995 1/2 Stock Split Jun 07, 1993 1/2 Stock Split Oct 29, 1987 1/5.1 Stock Split Jul 01, 1983 1/2 Stock Split Oct 09... — read more 

I got an amazing offer from a newish startup (founded in late 2018). It's better money, better benefits, and more interesting work. The problem is that it's a startup and there's no guarantee that it'll be here for a while, unlike with Intel. They're... — read more 

HR is in a quandary on how to selectively give packages to 60+ers time passing at Intel towards retirement vs. not cause a mass exodus by non-60+ers.

Intel updated the market with financial targets through 2026. The company forecasts negative cash flows in 2022 and not returning to positive cash flows until 2025. The chip giant is falling further behind the aggressive capex spending of TSM. The... — read more 

Now it's 45

What the he-l is wrong with people. When anyone looks for and investment you look for how a companys profit margin is. If they make a great profit you want to invest. If not you dont. Intels profits over the last few years have been incredible. 70... — read more 

https://www.marketwatch.com/story/intels-absurdly-bullish-long-term-forecast-sends-stock-to-lowest-point-since-2020-11645219810 "Intel Corp. disappointed analysts with its short- and medium-term goals in an investor day Thursday, and analysts... — read more 

Wow oh wow no amount of spin can convince people that the comeback is real and they will put their money in the stock. Seriously, dropping margins, huge capital outlays for fabs shells that might end up empty like Fab 42 waited for 10nm. Little... — read more 

Who has charts correlating how Intel is benefiting from the focus on Women and URM hiring and general leadership in diversity and inclusion?

People laughed at me. Well, I guess they were right. She would have been a lousy fit and she would have destroyed the company. No way she could have done better than what BK and BS accomplished in their time here and certainly not what PG did in the... — read more 

https://www.tomshardware.com/news/amds-market-cap-surpasses-intel

“ Buying an Israeli chip foundry makes sense, but the high price shows that Intel is too desperate to prove... — read more 

https://www.theedgemarkets.com/article/intels-ceo-tired-wall-street-doubting-his-turnaround-plan I hope he's worried that employees are doubting his turnoround plan as well. I'm just wondering how everything will go at tomorrow's Investors... — read more 

https://www.tomshardware.com/news/amds-market-cap-surpasses-intel Can you believe it, AMD exceeded Intel Market cap, and the momentum keeps building. Somebody better tell Pat to stop driving backwards and looking in the rear view mirror in a... — read more 

I can’t think of a single acquisition where Intel was successful, will this 6B be money well spent ?

Low pay, high stress, on-call every other week. I have trouble sleeping because of 2 AM phone calls every night about tools going down. Work 24/7 to qualify tools so a production manager can get a factory award for your work. Has anyone left... — read more 

https://semiwiki.com/podcast/podcast-ep12-a-close-look-at-intel-with-stacy-rasgon/

How did you all do on your annual performance review? I'm 7th level, been here 2 years, got "above average" 8% raise + $42k in stock (4 year quarterly vest) New base: $132k Total comp target with stock: $190k I keep seeing posts that the pasture... — read more 

https://spectrum.ieee.org/on-beyond-moores-law-4-new-laws-of-computing#toggle-gdpr