One of the CNBC guys compared this morning's disaster to an emergency surgery - "they (Intel) will live, but what sort of a life will they have..."
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It's even more than just having the best process or even the best price. It takes a lot to move from an integrated fab to one open to the public. You need top notch sales and support. You need to offer a large variety of validated models and IP supported all different EDA flows. You need many variants of the process to address concerns for different customers. Unlike software semiconductors require companies to literally bet their future on each extremely expensive tape-out. When you factor in the risk Intel will need to be far better than TSMC in process and price just to makeup for the increased risk. Right now the Intel is behind in everything and you get the massive risk. It's not hard to understand why nobody is signing up.
Let’s be honest we have always lied. At best we bent the truth super god damn hard.
niw - its more than having the best process tech. its has to be compellingly better for the fabless companies to move. remeber tsmc/samsung just f--king deliver on time at cost. intel has a track record of neither. therefore, the fabless guys are not going to risk their entire revenue stream. intel might get some starts but its not gonna be this massive wave. the confidence building will take a decade and ONLY if intel delivers flawlessly. i give this a 1% chance based not upon opinion, but based upon the past 15 years of intel performance.
Pat has stated numerous times that he bet the company on 18A, not profitable until 2027.
He has also stated he didn’t have a choice; previous leaders left nothing in the loop to work with. If 18A actually works, then Intel survives and will get back to prominence. If 18A fails, game over.
Intel got a well deserved beat down today. Investors aren't going to believe the bullsh!t any more. If you can't accurately predict where your company will be in as little as 3 months you shouldn't be a leader. It is recoverable, yes but not quickly. Stop delivery a constant flow of hype. Shut up and focus on the business and deliver results. Don't tell us about the results until you have them. How many other companies have CEOs who think they need to be entertainers or front men? Someone used the term carnival barker and I think that is perfect. Who wants to do business with this kind of nonsense.
“Pat says” is a big part of the problem. He is dangerous any optimistic about things “just working out”. Well, they are working out in our competitors’ favor.
We have been investing in Intel for 25 years. Not just the next 1 or 2 years or 5 years on lie promises.
Intel long-term? Via Oxidation is not a term anyone wants to see while shopping for foundry services.
Intel will recover if they deliver on their promise. I am very bullish because there is growing demand for chip foundry. Intel will be the next TSMC with stock price soaring in the next 5 years.. This is the best time to invest in Intel.
Intel’s future will be based on Intel 18a. PG has said as much. If 18a is better than the competition, which it is projected to be, then their chips and their fab will be popular and Intel should recover well. If it is anything short of the best process Intel is in big trouble.
I am personally bullish on Intel long term under the current leadership, but man are they taking a beating.