Thread regarding Intel Corp. layoffs

The people here that work at Intel should tell Intel employees and managers these details. I know it is hard to believe, but most of the Intel employees do not know a whole lot about the industry. Many know very very little and just come and go to do their job every day.

Every company can’t be fabless. The chips have to be manufactured somewhere. Just need a to make chips at the right price

When split happens you most definitely want to be on the fabless side. Look at others who have done this. The fab side always gets the short end of the stick. If you can maneuver it - maneuver yourself to the fabless team asap

Data and facts show fabless side won
Intel CEO and directors said we are so we need to build more fabs to spend more money and cut headcount by layoffs.

Perspective:

Nvidia - 2900 billion - 34,000 employees
Broadcom - 780 billion - 51,000 employees
AMD- 250 billion - 34,000 employees
Qualcomm - 190 billion - 50,000 employees
ARM - 149 billion 7,096 employees

Intel - 90 billion 124,800

This sounds like a post from TSMC or SMIC. Or it's about America's Can't Do Spirit now.

Whoever ends up on the fab site of the split is fu---d

Apple mobile processors are now made in America by TSMC
https://timculpan.substack.com/p/apple-mobile-processors-are-now-made

Without fabs, what value does Intel have?

They have x86 processors from which we derive the vast majority of the revenues. The value comes from those products in CCG and DCAI. Other revenues are derivatives and downstream from those two main ones.

These processors would run better on TSMC. Look at how great TSMC Lunar Lake performs!

OP is pointing out that you can become very valuable with just deploying your IP to an external foundry.

It’s lower capital intensity.
The capex is spread across many TSMC customers instead of concentrated into a single customer point of failure.
This lowers risk.

Building Fabs in America is where the CHIPS money is. Without fabs, what value does Intel have?

spoiler: It will be just another company fighting for a chance to su-k at the teet of TSMC.

Really? How come ELT convinced we get pay for architecture ? This too much informations.

The era of IDM is gone. Go fabless and innovate. That’s the game baby

All of these companies have decent products. No one was keeping CCG and DCAi from producing world beating processors, GPUs and NPUs.

if only Prod co folks made better designs ,instead of bi--hing about fab during their 9 hour coffee breaks 7 days a week, we would be competitive.

@aeq
They also have access to better transistors at TSMC for less cost.
Look at how nice lunar lake is.

Its definitely the lack of fabs and not the fact they have quality employees as opposed to the leftovers that stay at Intel.

Companies that do fabless semiconductor design

Apple - 3457 billion
Microsoft- 3240 billion
Google - 1995 billion
Amazon - 1983 billion
Meta - 1384 billion
Tesla - 787 billion