Thread regarding Intel Corp. layoffs

The reported plan to pair TSMC with Intel will fizzle, according to Handel Jones, CEO of International Business Strategies (IBS), which advises electronics companies and investors.

“The U.S. government wants the U.S. to have large capacity in the U.S. at under 2 nanometers, and this is appropriate,” he told EE Times. “The key is the level of commitment that TSMC will make to capacity in the U.S. TSMC has no interest in the wafer-fab facilities of Intel. We talk with both companies on an almost real-time basis.”

https://www.eetimes.com/tsmc-will-not-take-over-intel-operations-observers-say/

I seriously doubt they will purchase Intel, unless at a giveaway price, and even then it's a less than even toss up. What we are witnessing resembles an autopsy with the vultures examining a rather unappetising carcass.

I for one welcome our new overlords

If Intel gets bought and split up it will be the worst day in the lives of a majority of its employees. Wake up, no one wants Intel's workforce, that is what got us here. They might want the IP and the factories. The buying company will bring their own employees. You do not want to be looking for a job right now or for the foreseeable future.

US government should not force TSMC to transfer its know-how to Intel. It is a shame and it is a crime more than what US accuses China of.

Ann said in the TD Town hall that the "board doesn't ask her before making any decisions". For her to say something like this, right before she is out makes me think that TD has really been sidelined and a deal to sell Foundry for parts is on the table. It would also explain Yeary kicking out PG.

@a8+1jm8736xa Probably you are looking in the wrong direction, and if it went to $10 now it would not be a buy.

More likely it bounces a bit more then settles back to $20, as any deal will take some time to finalize, as much as everyone involved wants it to happen.

The deal might add up to $35 per share if it is a complete takeover. Even if only IFS that would still enable a big improvement in the ProdCo valuation. So probably the $30s regardless, but a lot of volatility till something is announced.

The fact that so many companies are running at Intel shows how much residual value is perceived to still exist. That helps the market see that the stock is undervalued, unless something happens to materially worsen the outlook, like say a Global Depression due to the end of open trade.

Life is tough and then you die.

TSMC and Broadcom explore deals to split Intel's foundry and chip design wings

GPT-4o mini

TSMC (Taiwan Semiconductor Manufacturing Company) and Broadcom have been in discussions regarding potential deals that could involve splitting Intel's foundry and chip design operations. This move comes as Intel has been facing challenges in its manufacturing processes and competition in the semiconductor industry.
The idea behind such a split would be to allow TSMC, a leading foundry service provider, to take over the manufacturing aspect, while Broadcom, known for its chip design capabilities, could focus on the design side. This could potentially streamline operations and enhance efficiency, allowing both companies to leverage their strengths in the semiconductor market.
Intel has been working to revamp its business model and improve its manufacturing capabilities, but the competition from companies like TSMC and Samsung has intensified. By exploring partnerships or deals with these firms, Intel could potentially benefit from their expertise and resources.
However, any such deals would likely involve complex negotiations and regulatory considerations, given the significant impact on the semiconductor supply chain and competition in the industry. The outcome of these discussions could reshape the landscape of semiconductor manufacturing and design.

TD tailored node after node to meet shortcomings coming from design. In the process we neither able to fix our design incompetence nor adapt out nodes to general purpose products. This became an incestous relationship that masked design shortcomings while propogating a false sense of purpose across upper management. Sad to see where intel is today. Fab will get gutted and there wont be any takers for the bloated prodco. What a horror show.

Wait until INTC is about $10 or $15 then they will say YES with a big smile. No hurry !

Until TSMC and Broadcom says anything, don't believe anything.

@a4+1jm8736xa Maybe you should post this on the TSMC layoff board?

This site is infested with TSMC fanboys.

Intel is no longer in control of its own fate.

The company that once dictated the trajectory of computing now finds itself at the mercy of foreign rivals, Washington policymakers, and Wall Street skepticism.

The next few months will determine whether Intel’s breakup is a strategic realignment or a fire sale. If Broadcom and TSMC step in, Intel could reemerge as a more focused player—though stripped of the vertical integration that once defined its dominance. If no deal materializes, Intel may be forced to continue burning cash in a losing battle to reclaim its former status.

Either way, the Intel of old is gone. What remains to be seen is whether the new Intel will be a streamlined competitor or a dismantled casualty of the semiconductor wars.

This is destroying TSMC, and is causing big fear. If TSMC helps Intel, it is su----e for itself where you have to drop all money into a dead pond. The US government is not trustable at all, today it fakes to be your friend, the next day, it will grab all your hard-work, let you pay high tariffs and try to close your business. There is no concept of friendship in the US and in Trump.

TSMC is not a slave of US. It is at a higher position no one can compete, why it has to be pushed by Trump? The advanced technology is all from hard-work and superior managements. How can Intel match with the lazy workers, and 90% political managers?

Is Intel completely dead? Why is it like a virus that desperately sting to everyone passing by: every company (big or small) has been named to help Intel bump its stock up a little, but no one is coming yet. Think about how to improve yourself, all your problems dragging you down the cliff. Intel has 100K employees with large portion of politicians and corruptions, this is the big load that no company can take.

@a2+1jm8736xa They have struggled, due to how IFS is structured and how it has continued to eat charges that should belong to the Product groups.

What excuse will the Product groups have when they can no longer conduct this financial malpractice?

Intel has always run their fabs to build-to-projection based on what the client group said they would sell. Running a fab to build-to-order is a different game and again Intel could learn a lot from TSMC here.

I think the BOD some time ago decided that they it wasn't worth restructuring IFS and have ever since been determined to offload it. Even IDM2.0 appears to be more about setting up IFS for spin off or sale.

If they had not done 5N4Y, or whatever one wishes to call it, IFS would be on par with GF (which isn't worth much).

Stay away from foundry side of split at all costs. They always struggle and flounder while design side flourishes. Nearly every example of this happening shows this. You have been warned

The Wall Street Journal, Bloomberg and The New York Times reported that this deal could be accomplished through a consortium model. This could involve other chip designers gaining a stake in Intel’s manufacturing business, according to Bloomberg. The New York Times said a consortium deal could also include private equity firms.