Thread regarding Intel Corp. layoffs

means new iphone going to be more expensive

Breaking News!! Apple now has a 5th supplier for iPhone battery mounts made in the USA baby!!!

For an extra $200 you can get a iPhone lanyard woven in the USA. Big whoop.

Apple is basically building redundancy into its supply chain here. Just in case they are cut off from China, they will be able to set up final assembly elsewhere and will already have supply of the critical parts.

Intel mobile whipsaw is the stuff business school cases are made of:

1. Mobile is coming, DEC has ARM based strongARM and big lead, let's acquire.
2. Launch products based on ARM called XScale
3. Good timing, the application processor market is just taking off
4. Wait, it isn't a $B business in 2 years? It is costing alot of money we can't keep taking resources from IA.
5. Wait, IA is THE architecture. WE can only do one. We can't chew gum and walk at the same time. (Then why did you do steps 1 -3?).
6. I guess it was a mistake, sell the remnants to Marvell and write off the $Bs
7. Wait we made a mistake, let's buy Infineon we need more silicon in the phone.
8. Oh wait, we don't have ARM so we can't make SOCs and we are struggling with 5G
9. Cr-p, the margins aren't as good as IA, and we are getting behind on process technology. TMG needs more resources.
10. We need more focus, let's sell it all off to Apple and focus on the core business and maybe we can try contract manufacturing (again) for the 3rd time.

1. I

This has nothing to do with semiconductors. And nothing is moving. It is for filters which Broadcom is already making in the USA for Apple.

Well if that isn't Apple giving Intel a big ol' middle finger I don't know what is lol.

Intel wasted billions and billions in acquisitions and internal projects and failed in every way possible to create phone products.

Some very important lessons from that sad chapter that Intel might want to re-visit because the IFS project will hit many of the same flaws:

1. Intel buys ARM and then ki-ls it to focus on IA (Internal flip flopping).
2. Intel teams that focused on process design for CPU were sabotaging any efforts to create tools, cores and process derivatives that were mobile friendly.
3. Intel put DEI and processor personnel on mobile efforts, resulting in failure after failure.

The flaws in Intel culture will undermine IFS:

1. Internal conflicts of process changes that help IA vs IFS
2. Putting IA people in charge of IFS (Stu Pann is not a good choice, he is IA mmbp).
3. Internal flip flopping when times get tough. Already the CFO says the IFS fab capacity will stop at shells until demand materialize... Brilliant, so now you have chicken and egg -- what customer will sign up when all there is to buy is a shell.

Intel isn't very strategic and seems to repeat failure after failure. This shows that Intel doesn't do a good job of really analyzing what is going wrong and fixing the root cause.

I hope things work out for IFS but as we see from the analysis above, it is already flagging due to problems that have previously ki-led prior efforts like mobile.

There's no switch to the US this is a contract extension that also happens to make Apple look patriotic so they're announcing it to everyone and their mother. The Ft Collins factory is a decades old.

Apple bought the old iCDG (ex-Infineon) team in 2019 after they failed to make the 5G modem. Presumably this team cannot design RF components so that Apple had to turn to Broadcom ?

@ofn+1mLYt4EJ: u don't know what woke means. U are still asleep.

Looks like forces pushing the world to multipolar, de-dollarization and reshoring are likely to persist...

It will create inflationary pressure and may help with GDP growth. However, I would not count on Intel being the beneficiary of this growth.

You will see more foreign and domestic producers compete for the business. Intel isn't likely to be a large beneficiary since Intel cost structure is out of line and most of the chips we are talking about here are low cost, low margin. Something Intel isn't able to address.

BS. US manufacturing needs China. 3rd world resources do same work at less than quarter pay . Plus no wokeness