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Intel Honesty

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Re: Intel Honesty

#291

Post by kortilla »

kridsdale3 wrote: post #129
FredPret wrote: post #98

Earlier quoted context omitted.

It's grim at INTC but don't forget the CHIPS act and whatever else will follow that. The US government spends 0.5T per month - more than the market cap of all but the top 15 American companies [0] [1] Not saying it's a good or bad idea, or that it will or won't happen - but if the US government decides to reinvent Intel, they can easily write a cheque that (if spent wisely) might do the trick. [0] https://companiesma…

Why doesn't the USA just buy out all of Intel's debt, let them start fresh? Call it a Silicon Era War Bond, in reverse.

Because you shouldn’t reward bad investors. Just wiping their debt without changing all of management will just result in the same problem in 10 years.

Better for Intel to sell off chunks to competent companies either voluntarily or through bankruptcy.

Re: Intel Honesty

#292

Post by rl3 »

pphysch wrote: post #175
015a wrote: post #75

I'm not sure if I buy the thesis entirely (that thesis most aptly being: "Gelsinger does have one fatal flaw: he still believes in Intel, and I no longer do.") The biggest reason is geopolitics: If escalated confrontation happens with China, Intel becomes one of the most valuable companies on the planet, period. TSMC will finish western fabs eventually, but the delta-t on when they become competitive (tech, capacity…

> The biggest reason is geopolitics: If escalated confrontation happens with China If escalated confrontation happens with China, and that is massive IF that is dependent on insanely belligerent action from the West like giving nukes to Taiwan, then new semiconductor manufacturing will be the least of our worries. A Chinese blockade on Chinese and East Asian exports to US would result in total economic collapse in US…

>(allegedly, some of their attempts were undermined by backchannel diplomacy from Gen. Milley and the JSOC)

Did you mean JCS (Joint Chiefs of Staff)?

Re: Intel Honesty

#293

Post by BeetleB »

_chris_ wrote: post #235
ohcmon wrote: post #47

Earlier quoted context omitted.

You would be surprised, but nvidia’s employee stock plans allow to select the purchase price within the last 2 years https://www.nvidia.com/en-us/benefits/money/espp/

> allow to select the purchase price within the last 2 years I don't think that's true. My reading of that is "you lock in the price on your start date and can keep that for the next 2 years going forward". That doesn't help anybody joining at >$1k / share. :D (and that's only ESPP, not standard stock compensation).

Can't speak for NVIDIA but at another company I know they use the lowest price on the last 4 periods (so lowest of 8 timestamps)

Re: Intel Honesty

#294

Post by water_556 »

nunez wrote: post #285
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.....

Houston and Austin are frickin' awesome if you're into food and hot weather. Alabama has beautiful beaches...and Huntsville. Birmingham is actually quite nice. Florida has amazing beaches.

Hard stop there pal. Austin food is overpriced and mostly bland. Some good Asian and BBQ other than that.... LOL. Food abomination maybe

Re: Intel Honesty

#295

Post by sroussey »

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.

> Florida and Texas don’t belong on the same list as WV and Alabama.

Most of Texas and Florida is a lot more alike to WV and Alabama when you take out some of the cities which the state very much hates. Both states are very much local control when it comes to the Federal government, but exactly the opposite when it comes to their cities.

Re: Intel Honesty

#296

Post by wmf »

throwaway48476 wrote: post #271
wmf wrote: post #103

Earlier quoted context omitted.

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.

Intel 10 nm and TSMC 7 nm don't need EUV.

Re: Intel Honesty

#297

Post by wmf »

umvi wrote: post #180

> today AMD has both better designs and, thanks to the fact they fab their chips at TSMC, better processes On paper AMD is better, but in the scientific community, it seems that Intel has much better performance for things like NumPy and SciPy. The reason seems to be "Intel® MKL" ( https://en.wikipedia.org/wiki/Math_Kernel_Library ). I'm using a lot of weasel words like "seems to" because I haven't rigorously proved…

MKL detects non-Intel processors and uses a slow code path.

Re: Intel Honesty

#298

Post by wmf »

benreesman wrote: post #183

I’ve heard the theory that Intel is physically incapable of doing the lithography transition they need to do without missing at least one full release cycle. Which should be bad news but shouldn’t be existential. The theory goes that any CEO who does the necessary thing will be fired, so either they won’t do it, or the board will replace them with someone who won’t do it. That kind of market failure can destroy arbit…

They skipped a release cycle with 14th gen (it's the same as 13th gen) and the lithography transition is basically finished already. It looks like Intel 18A will come out before TSMC N2.

Re: Intel Honesty

#299

Post by sroussey »

kridsdale3 wrote: post #129
FredPret wrote: post #98

Earlier quoted context omitted.

It's grim at INTC but don't forget the CHIPS act and whatever else will follow that. The US government spends 0.5T per month - more than the market cap of all but the top 15 American companies [0] [1] Not saying it's a good or bad idea, or that it will or won't happen - but if the US government decides to reinvent Intel, they can easily write a cheque that (if spent wisely) might do the trick. [0] https://companiesma…

Why doesn't the USA just buy out all of Intel's debt, let them start fresh? Call it a Silicon Era War Bond, in reverse.

Because it doesn't have a union.

Re: Intel Honesty

#300

Post by [deleted] »

closeparen wrote: post #50

>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 for tsmc in Taiwan than intel in the Bay Area. That’s not a joke. Intel are literally incapable of attracting talent from Taiwan right now. There's some whiplash in hearing constantly how the US is a corporate-dominated oligarchy, and then also seeing trillion-dollar indus…

[deleted]
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