Thread regarding Intel Corp. layoffs

Not happening anytime soon. RE: October USG deal

@a7 CEOs say a lot of things.

As a Board member LBT was for breaking up the company, before he was against it (as CEO).

Everything, as in every single thing, is situational. If the economy tanks, then the company will have to get smaller.

This is because it is still losing money with $45B in revenue, which means that by definition, the company still has a LOT of unused capacity. Cost of Sales is far too high.

Blame the low gross margin on buying wafers from TSMC, but their other customers are not struggling to break even. The difference is in the Revenue Per Employee.

To this day, the company continues to cling to excess capacity in people and fabs. Maybe in product development as well.

Get used to the idea of Intel having less fabs, with a total headcount closer to 40k.

It is an inevitability which is merely waiting for the situation to force it to happen, like a balloon in search of a pin.

OP the only split you gon get is from the ladies at the strip bar

They're going to make like a 🌳 and leave

They can't split the company while IFS still has (non-EUV) fabs which will never serve an external customer, AND is losing ~$10B a year.

So more important than breaking up the company, is to break up IFS into good fab/bad fab. Sell off the older fabs to another foundry, then buy back the wafers.

Use those tens of billions to wipe out debt, then be profitable as a result.

If the company had a real CFO, instead of trainee Dave, this would have happened when Pat was CEO.

Pretty sure they mean split Foundry and ProdCo

4.51 billion open shares (as of Jan 23, 2026) ... 11 splits (as of Jan 23, 2026) ... and you wish to know when Intel is going to split again.

If it did split ... 2 for 1 ... over 9.X billion open shares. EPS becomes 'DILUTED' and 'DELUSIONAL'.

This is a RAT HOLE question! An unfocused question. You should be asking this specific question three (3) years from now!!

Off the table, per LBT.