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Intel Honesty

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Re: Intel Honesty

#271

Post by throwaway48476 »

wmf wrote: post #103
scrlk wrote: post #10

> in the late 2010’s Intel got stuck trying to move to 10nm, thanks in part to their reluctance to embrace the vastly more expensive EUV lithography process TBH, it's easy to say this with the benefit of hindsight. Throughout most of the 2010s, EUV lithography was like the "year of the Linux desktop" - i.e., this year will be the year where EUV was suitable for high volume manufacturing. I don't really blame Intel fo…

Nobody used EUV for 10 nm though. Even 7 nm doesn't need EUV. This kind of error calls the rest into question.

Intel 10nm and TSMC 7nm are equivalent.

Re: Intel Honesty

#272

Post by dragonwriter »

astrange wrote: post #221
murderfs wrote: post #196

Earlier quoted context omitted.

Florida and Texas are among the fastest growing states in the country, whereas California is losing population.

The population increasing in a state is mostly about age structure of the country, not people deciding to move there. California's low growth and Florida's high growth are because Americans are getting older, retiring, and not having children.

California having negative growth is a result of immigration curtailment from COVID; as immigration numbers have recovered, California’s population loss rate as dropped from the 0.91% pandemic peak to 0.19% in 2023. For a long time before the pandemic California has had high internal outmigration mostly at lower income levels, nearly offset by internal inmigration mostly at higher income levels, with net growth because of international migration.

Re: Intel Honesty

#273

Post by throwaway48476 »

synergy20 wrote: post #142

In June 2021, Gelsinger named 22-year Intel vet Sandra Rivera to head up a new Datacenter and AI Group. Rivera, who spent two years as Intel’s chief people officer before taking on her new role, describes what Intel staffers are looking to get out of their relationship with the company, using terms that would have been unlikely to come up in its original heyday. “For sure, we are in an age now where our employees are…

That does not sound like the constructive confrontation of intels heyday.

Re: Intel Honesty

#274

Post by shiroiushi »

efitz wrote: post #156
kilotaras wrote: post #106

Earlier quoted context omitted.

> Non-housing costs are quite low in Taiwan. Food and childcare, in particular, are so much cheaper than California that it’s hard to believe. Those are downstream of housing restrictions to a large extent. From "Housing theory of everything" [0]: Consider a cleaner living in Alabama. In 1960 they could move to NYC and earn wages 84% higher, and still end up with 70% higher income after rent. In 2010, they could move…

Anyone looking to start a new manufacturing business would be insane to consider California for any number of reasons- cost-of-living, (urban) quality of life, regulatory environment, state taxes, etc. Right now manufacturers should be considering other states. Florida, Tennessee and Texas all are income-tax-free and have business friendly regulatory climates. Several states like Alabama and West Virginia offer extre…

>Florida, Tennessee and Texas all are income-tax-free and have business friendly regulatory climates.

Yes, and abortion is illegal in those states, the schools are terrible, and they're full of MAGAts. You're not going to attract top talent to these places, especially women. There are very good reasons that knowledge industries are mostly concentrated in blue states.

Re: Intel Honesty

#275

Post by shiroiushi »

decafninja wrote: post #213
apercu wrote: post #173

Earlier quoted context omitted.

Does anyone truly want to live in Florida, Texas, Alabama, WV? (I left Tennessee off the list because it seems a lot to people _do_ want to live in Nashville anyway). I grew up in Texas. I've lived in 5 states and a Canadian province. My sisters house in Fort Worth is assessed a little lower than my house in WI. But her property tax is more than my property tax plus WI state income tax so.....

Florida and Texas don’t belong on the same list as WV and Alabama. I can see why even a deep blue liberal might hold their nose and move to FL or TX. I can’t see why you’d do so for AL or WV.

They wouldn't, just proposing the idea here is crazy. The OP might as well have suggested Idaho, Wyoming, or northern Alaska as viable places to build giant tech company campuses.

Re: Intel Honesty

#276

Post by throwaway81523 »

SSLy wrote: post #185
scrlk wrote: post #120

Earlier quoted context omitted.

2019, when TSMC N7+ entered high volume manufacturing.

OK, and in Intel's fabs? They're still not on EUV, right?

Does doing an EUV chip when you already have tons of non-EUV fab take more technical wizardry than writing a huge check to ASML for the EUV machine? EUV is in the mask making step, right? Obviously your wafer fab has to be tuned to your masks but EUV lithography itself (i.e. ASML making the machine) is waaay more difficult from what I can tell.

Re: Intel Honesty

#277

Post by [deleted] »

ars wrote: post #54

Did I misunderstand or did the author advocate a world where the only high-end chip manufacturer in the entire world is TMSC? Just the one single company, located in a politically unstable area? And putting aside the politics, if they become a monopoly what do you think will happen next?

[deleted]

Re: Intel Honesty

#278

Post by kortilla »

spockz wrote: post #211
eric-hu wrote: post #205

Earlier quoted context omitted.

> Desirable urban areas of California are expensive because we don't have enough housing. I hear this a lot about California and other places. But I also know lots of people look to buy a 2nd, 3rd, etc property for rental income. For those homeowners, buying more property is rational because it's an investment they already understand. They can reap economy of scale benefits, even at a low multiple like 2-3 properties…

This is a large reason why many of our larger municipalities now forbid to buy a home in their zone if it isn’t (going to be) your primary residence. It seems to be working quite well.

That’s an idiotic law. It discourages home building.

Re: Intel Honesty

#279

Post by svnt »

y-c-o-m-b wrote: post #270
AnotherGoodName wrote: post #11

Intel is trapped. Its debt repayments alone are massive. The poor performance in stock has encouraged 20years of wage stagnation to the point where you can literally earn over 50% more at amd or nvidia or even an startup for equivalent roles so they aren’t hiring the best. Their pay in the Bay Area is double tsmc in taiwan for equivalent roles in raw dollar terms but the ppp differences means your better off working…

I worked there for a few years a little over a decade ago in Oregon. The wages were abysmal, so you're not wrong, but they still drew a lot of good talent because Intel was more accessible to the suburbs than the city of Portland (commuting to downtown Portland was awful) and remote options were limited. Krzanich era layoffs and the availability of more remote work options resulted in a rapid drain of talent though.…

I worked there on a contract while they were building a phone and had as many as six managers over six months. One of them would come in at 11, talk to me about nothing until lunch, then come back after lunch, talk more, and go home. I had to come in early to get anything done.

When I was toward the end of my project and sure I wasn’t going to try to get a blue badge I laid into someone in a meeting. It wasn’t my best moment but I had absolutely had it with this person from a competing group blocking my progress. I was on my way out anyway. I wasn’t sure if I would be fired.

The manager from the competing group sought me out the next morning to offer me a L6/L7 position. He said he wasn’t sure I had what it took until that meeting.

My group manager did the same later that day.

I made the right decision leaving.

Re: Intel Honesty

#280

Post by kortilla »

DiscourseFan wrote: post #268
murderfs wrote: post #196

Earlier quoted context omitted.

Florida and Texas are among the fastest growing states in the country, whereas California is losing population.

Florida will be underwater immanently, in Texas abortion is illegal. I'd call it a "bubble," for lack of a better term.

Whatever you want to call it, people want to live there.
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