HW lead retires after taking over months before. HW architect based in Santa Clara fired. This is weeks before tape in.
10nm -> 12nm
https://www.semiaccurate.com/2018/08/02/intel-guts-10nm-to-get-it-out-the-door/
Apple becomes first trillion dollar company.
Apple went full services. Full services means Apple owns data. Apple understands what 'world class' means. World class, services, data attracts loyal customers. Intel needs a new fresh CEO at top. Somebody not within the walls of Intel. Someone that... — read more
Next leader likely from QCOM, sad sad
Cristiano Amon, Qualcomm's current president, and Anand Chandrasekher, a former Intel and Qualcomm executive, are now up for consideration as the successor to former Intel CEO Brian Krzanich, The Information reported Wednesday, citing a source... — read more
August/September layoffs
Anybody with more info?
Big thank you from iCDG
Tape in for Polaris is close. As a big f--- you the management is planning a huge round of layoffs shortly afterwards. Merry Christmas from Intel.
Intel has become a much less profitable company during the clown's regime
Year --> Revenue / Profit 2014 --> $55.87bn / $11.70bn 2015 --> $55.36bn / $11.42bn 2016 --> $59.39bn / $10.32bn 2017 --> $62.76bn / $9.60bn Higher revenue does not mean higher profits. It will only get worse with huge margin compression from 10nm... — read more
Can we steal Lisa Su from AMD?
Offer that woman whatever she wants. We need somebody like her.
AMD chief Lisa Su has 'caught and passed' Intel in gaming and other key growth areas!
https://www.cnbc.com/2018/07/30/cramer-amd-chief-lisa-su-has-caught-and-passed-intel-in-gaming.html
Cowen raises price forecast on red hot AMD after CEO tells analyst the chipmaker is ‘just getting started’
Thanks to Intel stupidity for this Epyc moment in history. https://finance.yahoo.com/m/703b3ef5-7525-3f67-8402-5c51b60f131b/cowen-raises-price-forecast.html
Can we ever get back to where we once were?
Or is it too late for Intel? I'm not as defeatist as some people here who seem to believe Intel will be no more in a few years (really???) but I do believe we are well past our prime. No matter what happens next, we are going to have to be satisfied... — read more
Raja and JK will not save Intel
Any positive impact from their work will not be seen until 2021 at the earliest. By then, TSMC and the foundries will have pulled one generation ahead in process technology to the point where TMG is not able to catch up at all. So, the only choice is... — read more
Middle Management Priorities
The priority of middle management is the same as always : political fights, gaming focal, removing dissenters, building empires. They could not give a damn about product success. @Umn3uew-qul
Intel ACT Phase 3
What's your prediction on depth, breadth and dates?
Long time in coming...the demise of Intel..
Craig as CEO spent and spent and spent on companies without the manpower of qualified people to make the companies go... Paul as CEO promoted his field buddies, brought in a new culture, and hired and promoted based on s-x (female preferred ) and... — read more
Intel Shares Tumble as New Chip Technology Seen Pushed Out Later
Confirmed: Intel 10nm ICL-SP server will not be available until end of 2020 https://finance.yahoo.com/news/intel-shares-tumble-chip-technology-141950579.html
AMD vs. Intel: Balance of chip maker power shifting
https://www.marketwatch.com/story/amd-vs-intel-balance-of-chip-maker-power-appears-to-shift-2018-07-27
Compare and Contrast : Company #1 Priority
AMD: "Our focus is about bringing new products to market" Intel: "Our focus is about getting 10nm to work and hiring a new CEO with diversity in mind"
Trump plans to rescind work permits for spouses of immigrants on H-1B visas
https://www.theguardian.com/us-news/2018/jul/27/h1b-visas-work-permits-donald-trump-rescind-immigrants
Diversity will save Intel!
Nothing else matters. Not chip architecture or design, not even advanced process technology. Diversity is the only thing that matters and will make Intel great again.
AMD stock gains after Intel gives updates on 10-nanometer
The EPYC news keep coming! https://www.marketwatch.com/story/amd-stock-gains-after-intel-gives-updates-on-10-nanometer-2018-07-27
Intel shares slip on fears of AMD data centre chip challenge
More EPYC news, keep 'em coming!!! https://finance.yahoo.com/news/intel-shares-slip-fears-amd-151410777.html
Intel Shares Tumble as New Chip Technology Seen Pushed Out Later
Where are the HR trolls that kept saying 10nm didn't matter, not important, Intel's 14nm will beat everybody else's 7nm? They are hiding in the corner, scared like c---roaches when the lights are turned on. Because they know Wall Street is now seeing... — read more
Not So Easy to Run a SemiCo Company...
I think all of the Intel HR experts and executives are learning or re-learning that it is not so easy to run a vertically integrated semicon company. Heck, it is likely that the acting CEO is still learning the Intel acronyms and simply has no real... — read more
Any way to volunteer for layoff?
Been thinking of leaving more and more, but I'm in rush. I wonder if there is a way to indicate I would be okay with being put on the list for the next round of layoffs?
AMD stock closes at highest price in over a decade after best earnings in 7 years
https://www.marketwatch.com/story/amd-stock-rises-after-strong-revenue-fuels-earnings-beat-2018-07-25
Intel data centre results, margin outlook disappoint, shares drop
https://finance.yahoo.com/news/intels-data-centre-business-falls-215406851.html
Bank of America downgrades Intel, says 'biggest risk' remains unresolved
https://www.cnbc.com/2018/07/27/bank-of-america-downgrades-intel-biggest-risk-remains-unresolved.html
Secret Call to Andy Grove
https://www.cake.co/conversations/g4CP6zJ/the-secret-call-to-andy-grove-that-may-have-helped-apple-buy-next
Intel's server numbers come up short, stock falls...
What an Epyc moment in the history of Intel..... :)
This article and the comments are interesting to read. AMD going after the server market...
Why they are choosing TSM for their 7nm Epyc2 instead of Global Foundaries.... They don't think GF will be able to keep up with demand. Plus ,TSM is already making the Chinese Epyc clones ... — read more
AMD target raised to $22 at Jefferies after earnings
https://www.marketwatch.com/story/amd-target-raised-to-22-at-jefferies-after-earnings-2018-07-26
Advanced Micro Devices CEO Su: Data Center Is Our No. 1 Priority
https://www.barrons.com/articles/advanced-micro-devices-ceo-su-data-center-is-our-number-one-priority-1532618535
Q2 Semi Preview: Cowen Confident In AMD, Predicts Near-Term Challenges For Intel
https://finance.yahoo.com/news/q2-semi-preview-cowen-confident-143706231.html
Intel Has a Shot at Boosting Diversity -- in the CEO’s Office
DB will be named CEO in the following days, if not today after the earnings report. Done deal. https://finance.yahoo.com/news/intel-shot-boosting-diversity-ceo-090000185.html
Intel earnings: After CEO firing, chip maker needs a win
https://finance.yahoo.com/m/a984dcc0-03c2-38f0-9bbf-31c960a60993/intel-earnings%3A-after-ceo.html
Qualcomm claims wireless supremacy over Intel and Apple
https://www.marketwatch.com/story/qualcomm-claims-wireless-dominance-over-intel-and-apple-2018-07-23
Intel Is in the Hot Seat as AMD Steals Market Share
https://finance.yahoo.com/news/intel-hot-seat-amd-steals-163306010.html
Good news for us
Anybody else relieved that Qualcomm/NXP deal failed to go through? The stronger Qualcomm gets, it becomes greater competition to us. And we are in no position right now to handle something like that. Maybe once we were but now we are not. So for... — read more
Intel's Records
Record revenue and record bonuses quarter after quarter even with 10nm delays. Go Intel!