This is a great read: https://www.channelnewsasia.com/commentary/intel-chip-semiconductor-shortage-pc-phone-tsmc-qualcomm-2478686 During the most recent earnings call with analysts, CEO Pat Gelsinger had to concede that the technology in Intel’s... — read more 

https://twitter.com/dylan522p/status/1490104097130831878 Wanna bet they’re on TSMC also? Intel is so fvked it’s getting hilarious. Everyone and their dog can use TSMC to drive down Intel’s historic monopoly margins. It’s going to get real ugly... — read more 

https://www.reddit.com/r/AMD_Stock/comments/sktsvl/commentary_intel_once_king_of_microchips_is_now/?utm_source=share&utm_medium=ios_app&utm_name=iossmf

It is good to know the CEO is working hard and he does what he says. Of course the margin is going down given such scale of investments. It takes years to be competitive. Comparing Intel to other companies like AMD is meaningless as the... — read more 

If you look at Gross Margin something is really wrong with Intel. Spend so much yet lags in growth and can’t deliver leadership technology nor products. Given a choice there is no reason people should chose Intel products over anyone else... — read more 

Wordcels or shape rotators?

R&D is now on a $16B run rate. Intel added a monstrous 11K employees (mostly engineers) in 2021 to rebuild the execution machine going forward.

As expected, PC revenue declined slightly. However, contrary to anyone’s expectations, data center had a miraculous blockbuster record quarter. Intel has responded firmly to the AMD bulls. Nevertheless, digging deeper reveals appalling cloud... — read more 

Looks like Intel is about to lose even more in servers. https://twitter.com/cdemerjian/status/1488704894844424193

If you look at AMD results you’d almost think the two companies don’t even compete in the same segment. Gross Margin, Revenue and every metric up besting every forecast Last I check it’s all execution, great products on leadership process is the... — read more 

It took more than five years to bring 10nm to production and now it is in production Marin’s are crashing. Now Intel will magically do 4 nodes in four years, WTF? Just get the first high NA EUV was the problem? Intel couldn’t make make Foundry... — read more 

Been at Intel 5 years and I'm starting to dread going in the fab. It's like a ghost town. Have I overstayed my welcome there?when I first started I was a pretty quick learner on equipment and was strictly doing that up until the last year, and once... — read more 

https://www.eetimes.com/amd-acquisition-of-xilinx-heats-up-competition-with-intel/

So asked to find a job ?

What a response from the bean counters. Record low PE, stock crashes as dividend is boosted. Four factories on the horizon and four new technology nodes in four years, let’s not forgot the unprecedented interest in Intel Foundry, big honking fabs... — read more 

Is it true that Intel has doubled its salaries across the board? Ex Intel here. Thinking if it’s good idea to come back now.

At the new Intel factory complex in Ohio, the average salary will be $135,000!! https://fortune.com/2022/01/26/average-salary-for-worker-at-ohio-intel-factory/

The numbers are out and so ugly just like Intels future prospects. Margins are down as 10nm depreciation and poor yields impact the ramp. Price concessions as superior products from competitors erode any pricing upside. Capital spending is up, ... — read more 

Pat is mocking Apple by naming lifestyle company. He should look at today's Apple earnings and learn instead of making mockery of himself naming Apple lifestyle company.

https://www.macworld.com/article/608396/intel-alder-lake-m1-pro-max-benchmarks-power-efficiency.html There are some caveats though…

Dufus PG is bringing back queen/kings with higher salary and also spending more money on compensation instead of firing non performing grade 9/10/11/12 employees. Going forward intel margins will be lower 40%. By end of year 2022 intel stock will be... — read more 

People are leaving for greener pastures because Intel is clearly ignoring what inflation is doing to their employees' buying power. I believe that the trend of leaving will not slow down, but will soon be even greater. I don’t think a solution is... — read more 

We report on Wednesday, the estimate is $0.90/share. What do you think?

https://www.wired.com/story/22-year-old-builds-chips-parents-garage/

I remember Obama visits to Ronler and also Arizona, Trump appearances with BK, and now we got Pat with Brandon is interesting and not a good sign at all. When a CEO is spending so much time with Government you know it can't be going well. CEOs... — read more 

who is replacing old vp?

Where are old gold ????? Toxicology

This is great news for us. Letting China/Taiwan be the one stop shop for everything is going to be a big mistake in the next decade or two, it also reflects badly on the USA that we are completely dependent on a foreign power as much as we are. The... — read more 

I am quite surprised that there are those who still trust their management here. Still, I think there are more who don't than those who stayed at Intel because they trust their management. Purely out of curiosity, I wonder what were some of the... — read more 

Crazy, or Crazy like a fox? "Intel shares rose 0.6% in pre-market trading"

Intel falling behind in node size is the problem, yet TSMC is not a direct competitor to Intel. Sure, TSMC competes against the new Intel foundry initiative, but foundry is not the main profit center. For the most part, it's the companies that buy... — read more 

Her career wasn’t great (9 years at synopsis, very cloud related. How did she get in? It is like Mike B hiring a wearables VP from Turkey. ) until she joined intel’s diversity and self promotion train. And with other similar id--ts on it, she... — read more 

https://stratechery.com/2022/the-intel-split/

Do you know if Intel is doing compensation adjustment for folks that work here right now (current employees)? My total comp is around $260K and I've been here for about five years. What should be base pay for G7?

Links below... Microsoft has hired a key chip engineer from Apple to help design its own custom Azure server processors. Microsoft currently uses Intel and AMD for server chips. Big hire for Microsoft, another chip departure for Apple... — read more 

Both are hiring now who will layoff first ?

Isn't it obvious? The company doesn't care about you. It just chuck you on the sidewalk whenever it wants, with not a care. That's what "at will" is. Why care about a company that never cares about you? It's quite puzzling. You're a cog. A... — read more 

Can't say I'm surprised. https://www.tomshardware.com/news/amd-raising-epyc-cpu-pricing-10-to-30-intels-sapphire-rapids-delayed-report However, the report claims that Intel's 7nm Sapphire Rapids' full-scale volume launch will be delayed until... — read more 

Wow, quite a surprise.. so Intel will announce a FAB near Columbus,OH?