I heard due to successful lunch of new AI chip at amd they are getting extra bonuses. Anyone know details ?

Intel has accused AMD of “selling half-truths to unsuspecting customers” by using its Zen 2 architecture in some of its latest Ryzen 7000 series mobile processors. In a now-deleted presentation to system integrators, Intel’s “Core Truths” largely... — read more 

If you saw the event today AMD monster AI PC chip beats metro lake and intel is proud lol

I've been talking to several friends that have left intel on their own or have been laid off. They have all found better paying jobs with less BS. Their companies are growing and improving benefits. I know it's hard to leave a place after many... — read more 

“It might not look like it yet, but Intel is in a fight for its life. Now, Google, Qualcomm, Amazon, Apple and others can use ARM’s blueprints to custom-design the chips that power everything from phones and notebooks to cloud servers. These chips... — read more 

Morris Chang: "I've met every one of Intel's CEOs, including that fellow [Gelsinger]. Five years ago, that fellow was already a bit co--y. Today he is very discourteous toward TSMC. I deal with him the way he deals with us."

Intel is sticking to its plans to build a €30 billion chip factory in Germany, despite some uncertainty over state subsidies for the project after the Constitutional Court ‘threw a spanner in the works’ of the government’s budget... — read more 

Are these real job applications? Are people internally actually getting hired? Who are these job requisitions for? It seems like the job requisitions are catered and hand-delivered on a silver-platter for pre-selected individuals. Is this some... — read more 

Tier 1 google Microsoft nvidia meta Amazon .. Tier 2 Netflix AMD Broadcom TSMC …. Tier 3 Qualcomm Boing … Tier 4 intel In-N-out Burger King …

You heard it first

I’m literally explaining something for 15 min and then he comes back asking same question. I can say he is 💯 not paying attention. Who hired these people? 🤔 I have been at intel 20 years and have not seen such terrible hiring

I heard the term "9 box" about coming promotions what does it mean ?

The U.S.-China rivalry over semiconductor technology is rocking the chips sector. While the tensions pose a headwind for popular chip stocks like Nvidia, there are several companies well placed to benefit, according to Citi analysts. Fears over... — read more 

Why are Intel outsourcing the majority of it's 3nm demand through 2025. This high margin product will be built in Taiwan and they'll realize the lion's share of the product margin?? $14B in potential GDP being outsourced to Taiwan and... — read more 

It's over. IFS is finished before it's even begun.

My old mentor contacted me to join him in amd and if I say yes will get an offer. Is amd same sh-t as intel or worth joining!

How can they claim to be a a leader but in technology and manufacturing and be back if they need to go to TSMC Who’d trust to use IFS versus go where Intel goes ? I read somewhere it’s like asking other people to use your bakery why you go to... — read more 

I told my manager many times about my impact and contributions which I’m due for a raise and promo. Nothing happened in 3 months. Now I’m resigning, she told me what can I do for you to stay? I said I already accepted an offer and loyal to my... — read more 

https://www.sammobile.com/news/nvidia-beats-intel-samsung-tsmc-biggest-chip-brand-q3-2023/ Taipei-based financial analyst Dan Nystedt has collated financial results from Intel, Nvidia, Samsung Semiconductor, and TSMC for all the quarters since Q1... — read more 

I’m wonder who hired them. I am asking a simple design question to debug their sh-t and he gives non sense answer

Good luck competing with TSMC AMD NVIDIA. Most complaints was lower than average salaries at intel. If you saw the scores published by a third company annually, know what I’m referring to

Where’s the IFS whale? “Stuart Pann Yes. I mean, job one this year is to go land 18A customers. And for those of you in the audience who want to ask me who the prepaid customer was, I'll tell you ahead of time, I'll probably disappoint you in my... — read more 

Given Kiryat Gat is only 15 miles from Gaza, surely the Fab is not operational or at full capacity. Does anyone know for sure ?

https://x.com/witeken/status/1728752130809565289

Next year nvidia will have 80B revenue with 74% GM and still CEO calls them lucky. Combining AMD TSMC NVIDA we spend more RND :(

https://semiwiki.com/forum/index.php?threads/will-intel-have-enough-euv-for-7nm.14191/

Internal manufacturing can’t compete with TSMC for PPAC , TTM, or service or quality. IFS only chance is to be defense supplier of low volume and incredibly high cost RD and manufacturing. Probably far cheaper to protect Taiwan than waste money on... — read more 

The BoD and Pat and CFO should be fired. Spent more money than anyone and everyone and what did they get, what a Turkey is Intel RD spend the past 12 months, Intel is at least first in waste! ... — read more 

Tsmc and Samsung are struggling with yield at 3nm. Will see whether Intel 3 can catch up. https://www.techpowerup.com/314452/samsung-and-tsmc-reportedly-struggling-with-3-nm-yields#comments

Anyone catch Nvidia’s quarter and next quarters forecast. 30K employees generating 18Billion! Next quarter a conservative forecast of 20B. The accession of Nvidia will put them totally out of reach. Reminds me of Intel in the 90s when IBM... — read more 

https://www.bloomberg.com/news/articles/2023-11-20/benioff-invites-openai-researchers-to-join-saleforce-s-ai-team IMO, Intel should do something similar.

Do you agree ?

Compare Ballmer vs. Nadela… https://finbold.com/heres-how-much-microsoft-stock-gained-under-current-ceo/ Now compare BK, BS, PG… Sad to say the least, no?

What is going through the heads of the brown-nosers commenting on Circuit? Do they think that their "Go Pat! We're with you all the way" post is going to be seen by some higher up and earn them a promotion or a pay raise. It's nauseating reading... — read more 

Ever since they announced PSG going separate way INTC price has been going up and up. It’s good to see Intel is finally gaining traction on cost cutting measures and market is reacting well to the news. Is this an indicator the PSG business is dying... — read more 

https://finance.yahoo.com/news/microsoft-emerges-big-winner-openai-131427287.html This has caused a lot of turmoil at Open AI, and it's all downhill from here as employees' revolt and threaten to quit over Altman's... — read more 

https://www.bloomberg.com/news/articles/2023-11-19/altman-sought-billions-for-ai-chip-venture-before-openai-ouster#xj4y7vzkg

It is a hypothetical scenario. If Sam Altman returns Open AI as CEO and its chief scientist Ilya leaves the company, Intel should try to recruit him. The only moat in AI is compute. As Intel is vertically integrated from factories to software, it... — read more 

Split & layoffs all but inevitable endgame!!! Intel can’t support its current HC, CapEx, RD and have the GM it needs even with 20-30% increase revenue. Compare them against AMD, Nvidia, Qualcomm, Apple, Microsoft, Qualcomm and their manufacturing... — read more