You heard it here first. Don't get why people haven't already spilled it.
Facilities teams all over about to get gutted, engineers and techs will all get replaced with green badges. Lots of badge flipping around Christmas.
Good luck running a factory without a facility team.
Obviously making it more financially attractive for potential buyers.
@bw 75K still a lot. if incorporates AI, might only need lesser than 75K
FFO is a good case of FAFO
@nd it makes sense to flip the whole site, just for all that WLA and test
With the upper management of IFS largely turned over, expect to see badge flipping and outright fab sales over a reasonable period of time.
LBT is obviously actively working to build an external customer base for IFS, but that only fills the newer fabs. The non-EUV fabs eventually got to go, sold to lagging node foundries at some point.
NM is actually gaining business from the SpaceX and NVDA deals, which both include using packaging from IFS.
But the issue is that the cost is too high even as external business starts to happen, thus the increased use of external labor. This almost certainly will also include outsourcing to companies like ACN for office functions such as engineering and data management.
A more radical move might be to outsource tool and process engineering, since apparently it is so easy to do those jobs while WFH.
All this seems like an inevitability, as LBT pushes for an end to the IFS excess capacity and structural cost which has so degraded the rest of the company.
Welcome to reality.
Lipton not Fn around ! As an Ice Tea chef master, he cut the redundant dead weight prima donna blue and green badge contractors and kick em to da curb ! Just forgeta bout it and get a real job ! ELTs haven't invented even a single process step on a pattern wafer ever ! No chief scientist to lay out any direction tech nodes ! Intel will only process back dated CPUs for the Wal Mart value line PCs. $400 laptops for Merry Christmas losers !
The fact that NM site still has a product just means that it is being swamped
by a-holes from all over the company as the pond dries up. Again.
Just need to "break down a few silos" AKA rearranging the deck chairs on
the Titanic. Again.
Sorry FFO, stop duplicating our effort. -some dipsh-t in AZ or OR probably
FFO? french fried onions?
Just shifting the cost, moving it off to get to 75k people, will be a huge lost, with how old the site is going to be one more challenge with an already limited capability to handle change. Sink or swim...
Who cares, Hot-Lips BuTane is gonna sell the fabs to some su---r anyway.
about time green badges will actually work and things done better and faster and cheaper than Intel. The 5% will get flipped, the rest left to flip at mcdonalds. about time.