Thread regarding Intel Corp. layoffs

I think he has a plan to change the culture. If Intel can just be successful at what it says it will do then that alone would be a huge win.

@a3 8 for 9 b41 and add that to 6 b7 and you get three months to a68. See I can spout nonsense too.

No technology node is working for IFS to be profitable yet, and not even to be able to produce Intel designed chips. the Tic-Toc cycle is not even ready at the Tic phase.

4Y5N is a failure, all leadership chain in LTD and DE cheated to Pat and fooled the public.

The current IFS seems to be a larger failure and much worse than the first try of Intel Customer Foundry (ICF) from 10 years ago.

Why was 5N4Y sound? Really? Because all I can see is that Intel spent billions to achieve some parity with TSMC. In order to keep up with TSMC you have to keep spending billions and you don't have the customers that TSMC has and because you lack volume your margins are way lower than if you just used TSMC like everybody else. So what's sound about PG's strategy? What's sound about ignoring, or simply destroying, half of the company to achieve this delusional plan? What's sound about bringing back the 80's culture in the 2020's? If anything, it all demonstrated how clueless the board was (and still is) about what to do with the company.

I feel more comfortable with LBT's approach. He tries to do the hard thing first to lay ground for future improvement without overspending to he-l. Let's wait and see how it turns out a year from now.

5N4Y wasn’t a bad strategy.

What is broken was is LTD execution as well as DE in releasing PDKs and delivering them on schedule. There simply is no discipline nor leadership in either org to make external customers or even the internal trust IFS.

Pat’s larger strategy was sound, his optimism and build it and they will come Field of Dreams was fantasy. His other failure was to not drive leadership accountability on LTD and DE.

To early to know if LBT and Nani’s are yet

What's the result of the 5 nodes in 4 years strategy? How many people have lost their jobs because of a crazy strategy based on spending and building without bringing additional revenue? That wasn't a plan, it was just a personal project for his own ego.

PG also spent money like a drunk sailor.

It takes 6 to 8 months for a vendor like Applied Materials to design and test and brand new chamber for a single node before Intel even has a chance to run a single wafer. 5 nodes would take about 3.5 years for a vendor to just build the required machines for each node, which leaves Intel only 1.5 years total to install and test each machine before going into full production, which is only 6 months of testing per node. 6 months to install, test, and validate a new node is impossible especially given the poor quality of talent Intel hired the last 20 years. This doesn't include the time it takes for the chips to be shipped to retail and computer manufacturing customers.