thoughts?
"ICF 2.0; 2nd try's a charm"?
17 replies (most recent on top)
ICF2.0 will get some customers which choose to work with Intel
Same as before, Intel will fund, invest or inject cash for share of the company to influence their decision to try out ICF model/partnership
well, turn out in ICF1.0, all those foundry customers, are not the leader in their segments, and more like looking for Intel investment, the smart one have plan B, which is TSMC. The middle one, get acquired by Intel and their biz never went back to their peak. The survival one never make it to main stream (not sure it still exist)
so, is that Intel Capital has lots of target to enable ICF2.0 with lots of cash fund to make it work. Nevertheless, the new organization of ICF2.0 could still be run by the same people inside Intel who failed to make architecture+14n/10n/7n shine
haha Pat got this job for $100m he going to make another $50 million on top
their engineers are still underpaid company with faang company
1500x as much as average engineer (100k)
150m/100k
good luck those engineers at Intel better look somewhere else before brain drain by PAT
2023/2024....umm
by that time Samsung /TSMC already hire potential engineers for their job
People commenting on pro USA and Intel and who value Semiconductor, I request you to have some courage and comment on LinkedIn straight and not on this anonymous forum that way folks from US government also can get to know along with management from Intel.
nothing should hold you back to chime in on how not to loose to a foreign company on semiconductor technology.
I think we shld be courageous enough.
Whatever PG has said is nothing new but simply different use of words on what intel is already doing.
PG did not comment about sending intel’s design to be fabricated by TSMC.
ICF 2.0 , yes sure... Not only sell your process but also sell you tools that way you can compete in all fronts .
The salaries really need to be at par with FAANG . Otherwise don’t expect an output equivalent of a FAANG employee. On the flip side though lot of Intel’s talent surely and already went to FAANG .
The semiconductor shortage is an opportunity, but that opportunity exists right now, not years in the future when any of this strategy is hypothetically paying off. It’s a missed opportunity.
The good parts of the shortage from Intel’s perspective are 1) the shortage reduces the extent to which Intel’s competitors can print money while they have the technological lead, and 2) the shortage can be used as pretext for US government subsidies for the domestic semiconductor industry.
PG’s strategy and enthusiasm are praise-worthy, but for everything to work he will still have to (a) improve manufacturing long-term (7 nm alone isn’t enough) and fix the rest of Intel culturally (results > wokeness, work ethic > politics) as well. That won’t be easy or quick.
@1foy+1a0Gfr74 It is all a bunch of c-ap. Grove would never have tolerated the horde of corrupt third world nepotists running Intel today. Pat will never be able to get rid of them because they are entrenched and protected by interlocking layers of stench.
This will make Pat and equipment mfg's rich. What will the employees get? 1% raise. Work harder to make PG and his gang rich.
I’m intrigued by the Grovian, but politically correct corporate culture PG wants to have. Popcorn please.
Zero chance of transforming Intel process development to a customer oriented service. The entire organization is focused on moonshots and blaming the design/arch teams if the process fails.
User friendliness of process tech for external customers, if it exists at all, must improve by at least 1000%...
The great thing about Pat is he is pro-USA, if this works out, it not only good for Intel, but also good for USA. I think Pat saw an opportunity (semiconductor shortage) and went for it. For a long time, people have written off both Intel and USA, now an American company is competing against TSMC and Samsung. This could be total game changer if it works out.
Pat is really impressive. He did an excellent job today both with investors and in the internal meeting.
Can’t stand randhir. What do you all think?
More stock pumping to extend the BS runway and parachute out with that golden parachute.
I don't believe this is Intel's second try. It will be Intel's third try at the Foundry business. And you're right in the saying ‘Third time’s a Charm’. But I doubt success will be due to luck but hard work, grit, and a relentless Grovian CEO.
Am astonished what PG's been able to do in a little over a month. If you haven't watched the 3/23 webcast, it behooves you to do so and it will make you into a believer, at least a hopeful believer, until the numbers roll it.
total joke, they can use industry standard EDA but no customer will ever live with the intel's absurd dfm rules.