Thread regarding Intel Corp. layoffs

@5uam+1es3urE8 When you do press releases is because you got nothing but bull$hit there.

TSMC has far more than 35 EUVs and they are printing millions of wafers to Intels zero. Some talk and gullible press lap it up, others just execute and make products for Apple, AMD, Nvidia and so many others. People wonder why Intel is behind all those companies and their CEO begs government for money ?

Intel showed off their EUV machine in Oregon to the press.

Too bad TSMC has 35 of these running full bore.

But don’t worry, Intel will leapfrog TSMC says Pat. LOL!

Excellent points made in the thread. Thanks OP for passing along the link.

Key takeaways.

1. Multiple TRILLION dollar ecosystem has un-paralleled scale to drive R&D forward at a pace that other's can't match. Intel's PC market, while large, isn't growing and is dwarfed by the aggregate foundry ecosystem which is an order of magnitude larger.

2. Related to #1 is that volume drives yields. More volume -- better yields. Intel can't compete there as the PC volumes aren't large enough to compete with foundry volumes which include mobile phones (huge), GPUs, FPGA and so on.

3. Singular focus on pure-foundry. Nothing else. No drones, no anti-virus software acquisitions, no vaporware AI startups, no dead-weight anthropologists masquerading as engineers, no bullsh!T Meego software, and no other miscellaneous and pointless R&D.

4. Service oriented culture. Related to #3. Their success is highly dependent on their customer's success so it's a win-win. Intel has conflicts of interest where customers are competitors. Intel must also trade-off design optimization for in-house CPUs vs. conflicting customer requirements. The in-house CPUs pay the bills, so those requirements will win.

Intel simply does not have the scale to compete in the "angstrom" era.
Intel has fundamental business model problems that create conflicts of interest.

If Intel wants to succeed in foundry, they have no choice but to spin out the fabs as an independent business entity and focus in the way TSMC focusses. They will still need large government dollars to catch up with TSMC to achieve their scale and so they need to bag a high volume leading edge customer. It's a bit of a chicken and egg as the big customer isn't going to risk their bread and butter product on an unproven fab and the fab can't achieve scale without said customer.

There's a reason TI dropped out of building fabs.
And Motorola.
And Global Foundries.

Once you lose scale, you never come back...
Intel RIP.

Please do not put Samsung and Intel in the same bracket. NAND and DRAM are by far the primary focus for Samsung, not Logic/Foundry. And once FinFET scaling stops, Samsung will overtake TSMC in Logic too. AMD and Qualcomm already switched to Samsung. NVIDIA may follow soon. TSMC has limited GAA expertise.