Thread regarding Intel Corp. layoffs

@cdi Apple and QCOM make quasi cheap comms chips... of which, Intel will take 50 years to be cost competitive at. What they need is NVDA, AMZN, GOOG, Meta, and MSFT who is in a rapid build out of AI data centers, and which are price inelastic (they don't care about price), as long as it meets time-to-market and performance targets. Both of which, TMG has a historically atrocious record at.... and that's being very kind to TMG.

Time will tell. If AI demand keeps increasing, and SoftBank has some market share, then maybe IFS can get some secondary business.

Yes it would be possible for Intel to set up a NewCo with outside investors to fund a sketchy AI chip startup that would be fabbed at Intel...

But any investors putting in the cash surely are going to extract a very high ownership percentage and probably even control and that is something that the board and Intel just wouldn't be able to stomach.

The direct customer is Softbank, but the chip was being sold to Softbank's customer.

Nonsense PR from SoftBank. What do they currently do in the space? Based on that zero experience, how are they going to be at NVidia? And who believes that TSMC, with all their customers, is going to make room for this non-player? This is no whale.

@cdi + Huawei

Softbank has not done anything innovative since investing in Alibaba. I doubt it could’ve built anything competitive in the AI space.

Politely suggest Hara Kiri for the influentials to convince Masa Son

At the point, any revenue would help/good. But Intel is a master at shooting itself in the foot.

We are so good at business!

Of course they did.
Intel can’t deliver.

Whale got away, yes

18A just wasn't ready for HVM

This is bad... but SoftBank was no whale. Just like their cousins in the natural world, whales are rare and hard to find - there are only 4 whales in the wild - AAPL, QCOM, NVDA and AMD. Everyone else is a goldfish.