8060 modem was dropped by the big A. With the current progress or lack thereof, 8160 is on track to annoy customers again.
Lots of PR trying to gaslight us
Circuit articles saying how great our future will be. Public articles saying how normal taking 7 months to find a CEO is and how our executive exodus is normal. Make no mistake. We are in trouble. No matter what the Q4 numbers are, things are not... — read more
We shouldn’t put our hopes in the Apple deal
When I say this I’m trying to be realistic, and everything points to me that we will never become an exclusive supplier to Apple. Judging by what was said by the Apple official they don’t see Intel as a lone supplier of chips and modems in the long... — read more
No more large layoffs - smaller ones under the guise of reorganization instead
My understanding is that large layoffs will no longer be done and smaller ones will be hidden under the guise of "reorganization" etc. This avoids bad publicity etc. I've already seen it happen recently...My recommendation is to buckle your seatbelt... — read more
Latest cuts and severance
I heard that some groups have already had cuts. What is the severance? Is it what they did to the maker groups last year? You have 2 months to find another internal job and then get 1 month severance plus cobra insurance etc? Can anyone confirm?
Rate the options
Johny - BEST Pat - GREAT Bob - MEH, but OK Murthy - WORST
2019 layoffs
@VB8xZy1-1ynsk It seems that there is a truth to this news. Intel is planning massive layoffs as part of ACT2 that will coincide with hiring of new CEO. It’s evident in recent Executive departures. It maybe in phases but it will be aligned to market... — read more
Here come the reorgs
Mix it up. Rename and acronym everything. Here they come. They will surely be followed by shadow layoffs and cuts of groups as well.
Intel could buy AMD -rumors circulating again
Read this article and to tell you the truth I don’t see this that is realistic. Curious about getting some thoughts on this. Is this even a realistic option at this time? If it is, what could be the consequences of such a purchase?... — read more
Short list
Under consideration: Johny Srouji Kirk Skaugen Pat Gelsinger Bob Swan Out: Murthy, Naveen, Diane, Anand, Sanjay, Renee
Reasons behind why is Intel a company without a leader
7 months have passed and there is no sign of Intel getting a new leader. A lot has been debated on this matter, but this article goes through the basic reasons why this is the case. It also gives some potential names that could emerge. Curious to get... — read more
Another CEO name
Kirk Skaugen was mentioned on TV today
Intel can only get 50% of Apple's business
Last Friday Apple Executives gave sworn testimony in court today are looking for a Second source supplier. They even approached Samsung and mediatek to supply that 5G solution in 2019. If I worked in ic DG I'd have my resume ready soon
AMD is Intel without the bloat
If you remove all the Acquisitions on b* by the recent management then also at in discrete gpus and take out all the b* initiatives such as wearables and the TV show you then have AMD
Apple stuck with Intel modems after Q refused
https://www.theverge.com/2019/1/14/18182441/apple-qualcomm-modem-iphone-xs-max-ftc-trial With apple building their own modem teams and still looking to Qualcomm as a second source, the future of Intel modem business appears bleak. It seems like the... — read more
The search for the new CEO continues
A new company CEO isn’t even in sight and the company faces more and more challenges in the year that’s in front of us. This article tries to tackle the question of why that is the case and analyses what approach the company will be taking when it... — read more
What is the package for PSG?
is there redeployment option?
PSG
Some "people movement" was reported within PSG yesterday. Interesting choice of words... What is happening in PSG?
PC Market Slumps as Shipments Sink in Q4 Per Gartner & IDC
Not good news for next quarterly report. Interestingly, stealth layoffs have already begun. https://finance.yahoo.com/news/pc-market-slumps-shipments-sink-134701230.html
Drones, Sports, Camera, New technology group
Zero value add teams : Drones Intel Sports Camera New Technology Group Complete waste of money. Seriously, how many VPs and Directors are in the Sports/Drone teams? What an utter waste of money.
How fierce will the competition be in 2019?
This was an interesting article that sums up what the leading companies in the business have in stall for 2019, an compares their efforts in an attempt to figure out who will prove to most successful. How do you think Intel will do in 2019? Strengths... — read more
2019 layoffs have started!
Camera team gets reductions in Finland, USA and Israel (100+ people) Drone team layoffs (dozens) Anything else to add to the list?
Time for Bob to go from "iCEO" to "CEO"
Time to lose MR and mediocre QCOM gang he brought along Time to unleash the true potential of the wonderful company that Bob Noyce, Gordon and Andy built
Competition is hardening on the data center server chip market
Don’t get me wrong, I don’t think that the presentation of Huawei’s new data center server chip is a direct threat to Intel; at this point, but it might be soon. The very fact that competitors are attacking the market in which Intel holds the96% os... — read more
New CEO
Will the CEO announcement happen before the Q1 earnings call?
AZFSM F32 downgrading management positions
AZFSM has recently lowered the pay grades of shift GL (managing technicians) from Gr7 to Gr6, Module Team Leader (managing engineers) from Gr8 to Gr7, entry level Area Manager from Gr9 to Gr8, and Captain of the Ship and FIST leaders (both are... — read more
+1 for Fabless
+1 this post (using the voting arrows below) if you think TMG will eventually be spun-off. -1 if you think TMG will remain inside.
Observation TD
Does anyone know why a disproportionate fraction of positions of power within TD (all the way upto PB) are with Rensselaer alumni. One can argue hiring/networking/semiconductor research program is strong for that university but really is that all... — read more
AMD is now selling twice as many processors as Intel
https://www.techradar.com/news/amd-is-now-selling-twice-as-many-processors-as-intel
2018 was a year of reactions and delays from Intel
Reading on everything that Intel faced and still managed to produce solid numbers made me conclude that all and all this wasn't such a bad year, as many claim it was. On the other hand I generally think that a big diversification in products is not a... — read more
Thinking about writing a book about Intel's demise
Just wanted to change the interest on here. Plenty of juicy topics: act, 14nm, mobile, diversity, amd competition, acquisitions, leadership etc. Let me know what you think and if you want me to soccer anything in particular?
Qualities to look for in a tech CEO
Qualities to look for in a tech CEO: Track record as technology visionary Track record as product visionary Ability to pick and attract solid leadership team Track record as an outstanding mentor Highly organized Outstanding manager Admired by direct... — read more
Intel’s path in 2019
The article in the link was indeed an interesting read, as it sums up all of Intel’s efforts and plans that the company wants to pursue in 2019. No doubt there will be a lot of changes in terms of the new businesses and markets that Intel is... — read more
Serious question - What are MR credentials?
What did he do at QCOM? He was virtually unknown before he joined. He was hired with such fanfare. But he is neither a circuit designer, nor a computer architect, nor a process technologist.
The modem business was a game-changer for Intel in 2018
The article in the link sums up the products that made the most contribution to Intel’s good results in the year that will soon be behind us. Not surprising that the boost in modem sales was something that contributed the most to the revenue. The... — read more
How long can this go on for?
How long are we going to have to function without an official CEO? If Intel is not capable of finding (or lets be honest - enticing) the right person for the position, then why not simply make it official and remove the interim from Swan's title?... — read more
Intel V Engineering
Intel is raising in Value Engineering especially smaller Groups mostly due to V Engineering core process.
Well! Well! No Christmas Present This Year! No Intel Keynote at CES
Well, it looks like we have one less Christmas present this year! No Intel Keynote. Looked at the headliner keynotes list for CES 2019 and Intel is not on it at all! Last year, we were the headliner. Now we have nothing! Sad!
Intel admits chip shortages and promises to address the issue
For me, this is certainly much better than keeping this issue under the rug. God knows Intel made a lot of customers nervous and caused a lot of them to miss out on some serious revenue... — read more
Contract Manufacturing
https://www.extremetech.com/computing/282781-intel-may-be-finished-with-contract-manufacturing