Technology

The problems at Intel haven't even begun. When a big company does layoffs like that, there's a certain amount of institutional knowledge that just evaporates.

There are going to be a large amount of dropped balls at Intel and this is just one of them.

Sadly, I think instead of the market responding and Intel going under, Intel will mutate into a government subsidized technology company. At least for the present moment, they serve as an example of what could be domestic manufacturing.

To me, their attitudes strongly resemble Blackberry just prior to the iPhone coming out. They have a certain amount of arrogance and are resting on past glories. It's pretty clear that just cranking up the wattage and shipping a new product isn't a path they can walk forever.

It's a shame that Intel was actually on a plan to get things fixed up. Their former CEO pay Gelsinger had told them they had to endure some years of pain before things would be better. Unfortunately, the board was not so tolerant and kicked him out before the plan was fully realized.

Their board has some really questionable members on it too, so all around not a very good situation. Probably the only thing in Intel's favor is that starting a new microprocessor company isn't just something you do in the basement, so they have some room to turn the ship around.

Coretemp and Ethernet. Also a few years ago the guy that maintained meshcentral (the only reason to pay extra $$$ for having Intel vPro compatibile computers in the workspace)

Basically this tells their biggest customers "next server needs to be based on AMD epyc"

How much money they could possibly "save" with those THREE salaries? Just cut one week of travel with private jet for the C class and the same savings are served

So, their chips become unsuitable for enterprise servers. Datacenters avoiding them and buying AMD. Intel losing enterprise market share and revenue. Reduced revenue causes next layoffs, probably again people working on things that keep the business working. Shoots itself in the foot and being surprised about the consequences.

IMO, Intel is circling the drain and will die without intervention. And their death will have some pretty crazy ramifications.

If the US had competent leaders, they’d realize Intel was important to global security, and they’d come up with some sort of way to break up the fab and design business.

No one wants to send their designs to Intel’s fab because they don’t want Intel to copy their homework. That’s why Intel’s design competitors use TSMC. And TSMC scales faster because of increased money and experience.

When I got a new desktop PC this year I specifically avoided anything with Intel in it because of how bad they dropped the ball with their GPUs basically disintegrating.

This is just a small glimpse into how Intel is breaking down from the inside. It may take a few years but if the US government doesn't intervene somehow on their behalf I truly think Intel might be done for in the next 5 years.