https://fortune.com/2025/03/18/intel-ceo-lip-bu-tan-pay-compensation-package-turnaround-triple-stock-price/
8 replies (most recent on top)
Spider Tan, Spider Tan, does whatever a Spider Tan does.
If you have been or will be fired (let’s be real - calling it a “layoff” implies you will be recalled in better times) you are helping reach that $400M bonus. If you’re still employed, prepare to be whipped harder to do anything to make it, especially with fewer external jobs. If you speak Chinese maybe there’s a job at TSMC AZ?
There is no new strategy from Tan. Building and keeping Intel fabs is a money pit. X86 is mature. No GPU that’s competitive apparently. Bankruptcy and selling the pieces is most likely
If he can triple the stock price it will mean that Intel is competitive again in both product and manufacturing. If he turns out to be the emergency room doctor that can recover this clinically dead patient of a company than he will deserve every penny of that compensation.
I am sure if he can triple the stock price, very few people will feel bad about him getting that much money.
How much does it cost to decommission a fab? Substantially much more than the value of the ground it stands on is my guess. At which point the way to avoid that problematic financial burden is bankruptcy, as final chess move.
If I were him, I'd do what I can to get that money. Lay off as many as you can, fabricate everything overseas, get rid of manufacturing, etc. Sc--w bringing manufacturing back to America, American dream, MAGA, and whatever. With all that money on the line, you'd do the same thing too.
Yep. You said it brother "massive hurdles". Looser product that are way behind the competition. Looser FABs full of equipment we cant figure out. No customers because we were a--holes to work with for 30 years. Lets fire all the workers and all the managers and stick our heads in the sand and hope fo-e better days.
This is weird even by today's weird standards. I have yet to read a piece regarding Tan's deep deep tech understanding of CPUs, GPUs, and fabs, or his Intel plans thereof. Instead, it's like if he drives the stock skyward per Gamestop, he reaps a reward on an Emperor's New Clothes syndrome. Until proven otherwise, that's how I will look at it. Last month it was all about the company being for sale on the chopping block. Tan looks like a different form of the same, with short term gain from market for wielding the cleaver.