For instance would D1 stay since its the development fab? or would that also be split off under restructuring? If that happens would the already short staffed fabs be trimmed further or just replaced with GBs?
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Seems clear that all the fabs are at the start of a major restructuring, with additional layoffs and conversion to contract status happening over the next year or so.
Naga tried to say this as politely as possible, but the company needs to eliminate the IFS losses, like yesterday.
This realignment to a typical foundry headcount model also sets up the older fabs for sale to other foundries.
@cb Ronler will be there till the bitter end. It is the Last Fab Standing. Anyone who knows how it operates (as a single fab) understands how it leverages EUV as needed.
As that poster noted (for anyone who actually read his comments, and/or knows where Ronler is located), D1 is in Santa Clara.
I agree that the older node fabs seem out of place and that their best value in a sale is right now, even though 7nm is running close to max capacity.
Consumers are underwhelmed by AI, mostly using it to create mind-numbing spam to post all over the internet, which is of course used to train AI, leading us ever closer to the Mike Judge prophecy documented in Idiocracy.
7nm is much more cost effective for what consumers actually want to do right now, and that makes this the best time to sell those fabs to a company like Global Foundries, then let them continue making the 7nm for Intel. They are in a good position to get good use of 7nm and 10nm, so it is a win-win.
Even Arizona & Ireland could see the older fabs sold to private equity or another foundry.
bh+1jxprtdw1-Sell off D1 or D1C? D1 consist of D1D/D1D2/D1X. I can see them closing up D1B & D1C since old technology was over there and most toolsets were decon, but the newer fabs?
Everything's going. Chop chop.
I thought there was already a plan to sell D1 and some of the office space in Santa Clara.
Certainly, there is no need for the older fabs, which do not already have EUV.
It would be very expensive to retrofit them and there is no plan to use them for external customers. The existing roadmap for those nodes has a short runway, and part of the sale could then have the other foundry produce the wafers for Intel. The company could use the proceeds to pay down debt and it makes no sense to simply strand those assets when those nodes end.
Could see IS site completely sold and other sites either partially sold to private equity or carved up and sold to another foundry, or a JV with another foundry.
Expecting to see entire groups converted to GB. The company has done this before, contracting out an entire job function.