Thread regarding Intel Corp. layoffs

I work with a bunch of ProdCo people…most of them are about as smart as a toaster oven.

Intel is D.O.N.E. If you work there and don’t do AI/ML, your career as a high-earner is kaput.

@OP It was never the plan for the product side to survive.

If some form of IFS spin out is what is being worked on right now, then ProdCo will be on its own, so moot point.

With Intel holding a portion of the independent IFS, then that solves any concerns about margin loss, because that will net out.

The company should at some point stand up at least a RISC-V group if not ARM, and getting IFS off the books should enable that investment to happen.

Also keep in mind that the spin off of IFS would likely wipe out most of Intel debt.

@cj we’ll never beat Apple, but there’s a big Windows market they don’t play in

• Product company can stand on its own but will remain one among a crowd
• IDM is bad and inefficient
• But Intel needs to own the fab capacity to call the shots to manufacture in volumes required to capture market share

If product cuts ties to Intel processor and embraces designs based on ARM, Qualcomm etc., it can do really well. I think it should also look at offering products other than computers to do even better.

Compare Lunarlake laptops to Apple MacBooks, any questions ?

Intel is lucky to have a CEO like LBT. He works so hard and has many connections. Still he is humble.

No way prodco can stand alone. It has to be acquired or sink with the titanic.

Prodco would stand straight up without the fab.
The fab is keeping them bent over for the taking.

Yes Prodco is made at TSMC...but...You really think we can get away with another meltdown prone X86 product? We already had 2.

Most of Intel’s prodco volume is already on TSMC. So of course prodco could standalone without the fab. The fab is a boat anchor pulling prodco under the waves.

Prod can't stand on it own and Fab is so far under water it will never surface. That's it folks, Were sc--wed. Its over. Just waiting for the feds to come in turn the lights off.

Once again we conclude that IDM is the best way to run Intel. So what all is wrong with Intel management? I.e. board, shareholders, consulting company that tells the leadership what the shareholders want done? Where is the proverbial shoe in the gears of the Intel machine?

@av we’re using chiplets now.
Only 10 years behind AMD.

Intel still has WiFi cards, so will dominate the lucrative WiFi 7 market.

Remember, a spinning fox catches no squirrels.

Oh yes, how true that is.

@OP It depends on the Product.

A Fox, for example, can stand on its own. They do this all the time, and sometimes they will run as well.

However good Intel's products will be, they will not help us take market share as long as they are manufactured by TSMC.

PC & Server die sizes are huge compared to Smartphone CPUs. TSMC will never allocate the capacity that is needed to manufacture in volumes needed to gain market share. At best we may be able to arrest the slide.

There was a time we were able to make bad designs and still gain share due to leading edge manufacturing process.

OP crazy like a fox?

More like a crazed Spider Pig.

Last lineup was not allowed to be made exactly how JK wanted.

Let's all also not forget that Oregon was passed up on the lithography center in favor of Albany. Further empirical evidence that no one has any confidence in Intel, and especially not pinning any hopes on how Intel will utilize EUV.

@a7 Intel is looking at having to pay back the state of Oregon 115 million unless it can make good soon on it's promise of creating thousands of jobs. The government needs to look at clawing some of that chips act money back as well and the government should also just take over the fab to protect its DoD contract. Hopefully the trump admin can fix what the Biden admin fu---d up by giving a losing company a hand out, when they should have just intervened directly.

If Pat was the genus people think he is he would have moved Intel away from x86. That was the necessary "Moon Shot" to compete in the product space. Pat spent billions to continue to fab outdated technology and invite others to pay us to do the same.

Too little, Too late.

No

@a7 The best thing the company did was to move leading edge products to TSMC.

Thanks Bob Swan.

Products didn't start to even be competitive till they were on a leading edge node, instead of stuck on 10nm for..ever.

Face it, IDM dragged the company across concrete.

It worked till it didn't.

I agree that the x86 anchor is slowing everything down at this point, but it isn't done yet and it would take billions the company doesn't have to stand up an ARM or RISC-V group.

So the foundry losses have to stop now, if a future beyond x86 is to ever happen.

Hay Ricky Bobby, Intel would not still be in business today without the investors confidence boost from the ChipsAct money the gov laid in the hope of having fab in the U.S. Better build something that is ahead of the competition quick. Preferably NOT X86.

I don't believe OP really wants to 'fox' the issue.

Oh yeah, what would ProdCo ever do without all those Foundry losses, said no one, ever.

To quote Ricky Bobby, 'That's D-mb. That is D-mb'.

Is panther lake good enough to win back share from AMD?

What are the selling points?