Thread regarding Intel Corp. layoffs

The notion that LBT and the Board are going to continue to allow IFS to flame through cash for several more years is way off the mark.

Any estimates of breakeven are based on the existing situation, and don't include the sale or JV of the older (non-EUV) fabs, and the restructuring of IFS to better benchmark a typical foundry.

Add in the rapid adoption of AI and eventual adoption of humanoid robotics, with the near term increase of contract workers, and IFS can be made profitable much faster than 2 or 3 years. Think next year instead.

They have been holding off on the big structural changes, because they didn't want to affect output in case there were to be any really big 18a customers.

Much like how the continued lack of external customers drove the Ohio pushout, they now realize the time for change is now, not later.

What is coming will be a complete break from the IDM model, and will set up IFS to be spun out.

The reality is that Intel needs Trump to arm twist TSMC to take over Intel IFS management, and basically fire everyone in IFS from clean room janitor to their CEO. The TMG/IFS way is no-way. Go and offer TW military security guarantee to get this done.

@e0+1j 18a was always going to be the starter for evaluation.

Current estimates put 18p as the ramping process, and far too soon to make a call on 14a one way or the other.

Trolls trying to get traction with the usual FUD, yet the stock price carries no premium for external volumes.

The market has long since stopped giving Intel credit for anything not proven.

The current IFS losses are in the price, and the stock will move with the sector until the situation changes, better or worse.

That means unless the company somehow manages to worsen its income statement or balance sheet, then it tracks the sector.

This, at a time when LBT is making moves to substantially improve both the income statement and balance sheet. Focus on execution of stated goals.

18A will be a success. You clearly don't know what you are talking about if you think 18A and 14A are fraudulent...

Another year goes by since their talk and Intel lost > 40K employees. Wait for another 2 years after their talk again and it will break even more than > 100K employees. They might flee for their life before 2027.

It's all good now... LBT's in da house!

2027 break even is based on the assumption that there is external customers. It is not sure yet whether there is customer or not.

14A for 2027 is fake news. 18A is not even ready by 2027.

Who from Intel is spreading fake news? They should be sued for cheating the public.

you don’t have to wait years for Intel to even start breaking up….

This is the same timeline they have stated for some time now.

Similar to the clickbait about 18a customers. That was always intended to be the first process to even start engaging with external customers. Many are doing test chips and it may be a while before any volume ramps.

That is the same timeline as experienced by other foundries. It takes YEARS to onboard each new customer. Only the delulu prior management thought they could do it quicker.

This is not news, just more mindless trolling.

2 more years till DZ and LBT retire and leave. They know what they doing

Just 2 more years bro!
Trust us!

It is already obviously broken 5 years and now. Why do you have to wait for it to break even in another 2 years OP ? Are you kidding me? When is the f-c king fix?

You clearly do not work here. Intel employees- stop feeding the trolls.

None of this matters anymore. ARM is in laptops now. Sell everything, pack up your sh-t and leave.

“Mom, Mom, I trolled a layoff board today. Are you proud of me???”

• OP

hoses bees lionz

Wow, 18A won't be profitable by 2027. The estimate for 14A in 2027 is a high talk and fake news. Ohio fab is not starting construction until after 2030 assuming Intel is still alive and has budget at that time. Starting a new fab will take multiple years. So Ohio fab for 14A won't be anywhere in 2030-2035.