Thread regarding Intel Corp. layoffs

Wasn’t Intel 3 going to get customers
Wasn’t I20 and I18A going to get customers
Now it’s 14A.

You think I am a fool here ?

Super sus tbh

@b7 The first lesson here is that TMG/IFS like all criminals will make self serving statements to justify or minimize their involvement in a crime. Of course TMG/IFS will spout that there are "learnings" from the prior failure to make it sound like it wasn't a complete and utter failure, along with a waste of valuable time. Remember, anything positive or justification coming out of TMG/IFS are just lies, mis-directs, and passing the buck.

@a9 Intel 14A yield engineers are going to miss all that yield learning that was supposed to be derived from running many tens of thousands of wafers on 18A.

Intel already said 18a is for internal and 18a-p is for external at foundry connection, none of this is news

@ap, not sure how long it takes to make PTL CPU, but I've heard that TSMC 2nm takes about 5 months so probably just par for the course. That's what happens when your fabrication involves a lot of layers and process steps. Dropping external support sounds more like a pdk issue than a yield issue. Intel doesn't have a lot of capacity for 18a anyway. 14a has been developed in parallel for a while, same as all previous processes.

Would it be possible to successfully solve and ramp 14A without volume learnings from 20A and 18A? It was only recently I recall people saying that Intel tried too great a leap and suffered big setbacks.

Sounds like corporate speak for “We can’t make 18a profitable” 18a is late and yields su-k. The only question to be answered is: Are the customers gonna buy the same lie again? Intel is a sh-t show. It’s hard to read that article without laughing.

Big shift? Intel is playing trick and misleading again. It is not big shift, it is a failure in 18A.

@aq Calling a tu-d a sh-t doesn't change anything... a tu-d is a tu-d no matter what you call it.

Get it right. Was TMG.

Seems to all flow back to TMG who said they were smarter then the rest of the industry and didn't need EUV... Probably the single biggest reason (and there are many) that Intel will not make it much longer.

Intel 18A not only has low yield, the cycle time (time to make CPU from start to end) also takes very long time (4-6 months). Any delay or glitch will take many months and even years to catch up.

Terrible but predictable news...

18 A behind schedule...

No real customers...

Company losing $1B a qtr

Not really much of a choice when you look at all the data.

Doesn't mean skipping to 14A will work... This thing is spiraling...

LBT didn't know what he signed up for...

This is a joke. If can not do 18A well, then 14A won’t be good as well. Plus 14A will take a few extra years to tune yield.

Who knows the truth? Why the CEO said 18A is going well two months ago, but now it is the opposite?

@a2 by another round of layoff after this one.

This is criminal

Fool me 4x.........

@a2 There is a reason why Intel is selling businesses such as Altera, Mobileye, and soon to be NEX and signing JV with private equity for fab construction. It's to raise money for breathing room. The fact is that TMG/IFS is like metastasized cancer of key organs within Intel. You just can't cut it out since Intel Products is reliant on TMG/IFS for the majority of mfg today. This was forced on Intel Products, because without Intel Products, TMG/IFS would be less than worthless. Intel won't "die" but could become a business zombie. Intel Products could eventually contract out to TSMC but that will take 3-4 years to migrate everything over, and that just leaves TMG/IFS with maybe some legacy and embedded designs along with very very limited volumes for the military and NSA. Intel Products would have to start with sub 50% MSS in all key markets (Servers, PCs), and will limp along until they magically hit a home run. The problem there is that Intel Products isn't very good either, but it does have a vast IP library that is worth a lot of money.

lol. Everyone who works around 18A knows the yields are garbage but the media messaging has been it’s all on track and fine. Nothing has changed from Broadwell / 14nm. Don’t worry they thought they’d skip ahead back then too. Totes worked.

This is why there’s sudden layoffs, cause PTL hasn’t been announced yet it’s on fire and probably not launching until Q2 2026.

@OP I thought 18A was do or die for Intel?? I was reading Intel will have to write off billions of dollars if they do this.
How will they company stay afloat if this happens??

We're F'd.
Upvote if agree.