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Starboard Will Cash Out Day One

CAmt be an activist shareholder when your exitsing stock holding will be worth 37% of your original hold! Give them credit, they made money on their investment. And no responsibility or moral obligation to remain inveted wuth this hot steaming mess.
then the stock price drops. and the old guys, well, the old guys who werent always at the big Q, they know whats coming! Grab your popcorn! I know this song!

#Shareholder #StockPrice #Semiconductors

GF's market cap continues to shrink

GF's stock and market cap continues to shrink. The analysts finally caught on to the same BS story TC continued to give as CEO, they bought the story long enough for TC and DR (former CFO) to cash in a bunch of their stock at higher prices. So where does GF go now? At around $35/share their market cap would be like $17.5B. Intel offered $25B before the IPO, Mubadala is probably wishing they took that deal now. Let's be honest, GF SLT is like a retread tire, they landed here because nobody else wanted them, none of them were really successful elsewhere. So, what is the solution? The only solution in my opinion is hoping the US govt gets involved, redirects most of the US mfg chips bill dollars to Intel. Intel then spins off foundry as separate company and then with govt funding buys GF and makes them a US owned company. Get rid of all the GF SLT, bring in a totally new set of execs for the combined company and climb the mountain of making Intel Foundry a great company that can battle TSMC. TSMC is good at mfg ramping, but they aren't great at R&D, the engineering staff is technically much stronger and brighter in the US. Intel and IBM were way ahead of TSMC in the past. If things are done right Intel foundry could jump past TSMC for technology competitiveness. However, when the US gov't can't even stay open, the probability of them putting together a smart Chips Bill is very unlikely. I see this scenario as the only way out for GF, otherwise the ship will just continue to sink and eventually submerge!!

#StockPrice #Semiconductors #Acquisition #Leadership

Intel is the greatest company (period)

And then I go on to say more, even though I said (period).

First company to sub 2nm node. TSMC won't be there for years potentially as their node launching in 2026 is 2nm.

Now on track with GPU's and have shown how easy it will be to catch up with their line of consumer GPU - which came out of nowhere

The best client CPUs ever made. Lunar Lake is very good.

Strong in server and very very strong in some workload

Excellent partnership with India. India are loyal to Intel. I know everyone, people who will choose Intel over lower cost

Excellent parternship with China vs others

Excellent partnership with US government, better than any other company in the world. If you love America, you will love also Intel

No thank you to the other companies here causing dissent.

#Semiconductors #AI #Competition

My Experience Navigating a Difficult Work Environment at the PMIC in San Diego

A few years ago, I joined the PMIC located in San Diego with a sense of excitement and optimism. The interview process had gone smoothly, and the role seemed technically aligned with my skills. The recruiter was persistent and enthusiastic, and that consistent follow-up played a big role in my decision to accept the offer.

Early on, things seemed fine. The technical work wasn’t particularly challenging, mostly basic bench testing, but I was eager to contribute and learn. Over time, I noticed signs of favoritism and occasional exclusion, including colleagues using their native language during meetings, which made collaboration difficult at times. However, over time, I began to notice some underlying issues; a subtle subculture that didn’t sit right with me. There was clear favoritism among certain members of the group, and at times, colleagues would speak in their native language during meetings and in the lab, which excluded others from the conversation and undermined collaboration.

Despite these red flags, I stayed professional. I treated everyone with respect, including those who weren’t particularly kind to me. I chose not to engage in office politics and instead kept my focus on work. I participated in discussions and meetings when needed but otherwise kept to myself.

Unfortunately, that approach didn’t go over well with certain individuals who seemed to be on a power trip. Some began bad-mouthing me behind my back to upper management with the intent on undermining me. They started nitpicking my work and creating conflict over petty issues. I maintained my composure, but deep down, I knew this wasn’t a healthy environment for me.

For the past 15 months, I’ve been actively applying for new roles. I’ve had a few interviews, three phone screens and one onsite, but none felt like the right fit. In fact, the onsite interview was with a lower-ranked company where the interviewers seemed unprofessional and insecure because someone who works at Qualcomm is interviewing with their low rank company, one of the interviewers said that to my face! The hiring manager even took personal calls during the interview, which was a clear red flag. I declined the opportunity, I won’t jump from the frying pan into the fire.

Meanwhile, the job market has been rough. Fifteen months of consistent effort hasn’t yielded the right opportunity yet.

More recently, my current manager, who was born and raised in the US for a reason that will be clear later, began pressuring me to engage in small talk with coworkers about personal matters, like the details of what I have done over the weekend. I was surprised when my manager requested that, and I explained that I prefer to keep my personal life private, especially my time with my wife. and I don’t see that as a requirement for professional collaboration. For context, I do attend all team-building events, even though they’re outside work hours and take time away from my personal life. I respect team cohesion, but there are boundaries.

I recognize that in some cultures, people spend the majority of their time at work and see coworkers as family, often placing their personal families second. But that’s not how I was raised, and come on we live in the US.

When my manager told me that failing to engage in more casual conversations could negatively impact my performance review, I felt that line between professional expectations and personal boundaries had been crossed. I feel like manager is just breathing down my neck constantly. It is unbelievable that he sold his soul to those foreigners. He is so weak, useless and I have lost all respect for him. At this point, I’ve chosen not to involve HR, most people know how that typically plays out.

I know I am on my way out forcibly, I am just here to vent and see if others have had similar experience and could give some tips on how to navigate through this tough situation.

#Semiconductors #Management #Toxic #Culture

Whatever happened to the mid-October layoffs rumor?

If it turns out to be true, that means we’re sc--wed this coming week. I really hope the part about only managers being affected is accurate. But given the current state of affairs, and all those inspiring news headlines, I’m afraid it may end up hitting everyone. However, the only reason I’d be upset about losing this job is because there’s literally nothing out there to fall back on.

#LayoffRumor #Layoffs #Semiconductors #Anxiety

Intel outlines details of first PC chip made on its new manufacturing tech

Intel (INTC.O), opens new tab on Thursday unveiled key details of its upcoming Panther Lake laptop processor, the first chip built on its next-generation 18A production process, aiming to convince investors its costly turnaround plan can restore its manufacturing edge. https://www.reuters.com/business/intel-outlines-details-first-pc-chip-made-its-new-manufacturing-tech-2025-10-09/?utm_source=chatgpt.com

#Semiconductors #Manufacturing #Technology #News #Product

No quick way back for Intel

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."

#Semiconductors #Manufacturing #Culture #Taiwan

Blue Horseshoe loves Anacott Steel

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

#Semiconductors #InvestorRelations #Government #Commentary

Intel spikes on reports of potential AMD manufacturing deal

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).

#Manufacturing #Partnership #Semiconductors

TI Labor Budget Increase Less Than Cost of Living

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.

#Compensation #COLA #Layoffs #Semiconductors