Thunder 57
Diamond Member
- Aug 19, 2007
- 4,087
- 6,832
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Ah yes back when GloFo was going to have their own 14nm node but licensed Samsungs.
Ah yes back when GloFo was going to have their own 14nm node but licensed Samsungs.
moinmoin
Diamond Member
- Jun 1, 2017
- 5,248
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He joined GloFo in March 2018 to become its CEO. In August 2018 news spread that GloFo was cancelling 7LP as well as research into 5nm and 3nm nodes, see
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No idea if the decision to cancel all leading edge nodes was his or done before he came in, making him just a matching pick. Either way it's still ominous should he indeed be picked for Intel now.
As for being "instrumental for keeping GF alive as a lower-tier foundry" that's essentially what his whole stay at GloFo as a CEO has been about.
Maybe that's what they want. Keep Intel alive for a few years until they figure their crap out.
- Aug 22, 2001
- 32,065
- 32,590
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IMO, not going to happen until they solve the biggest problem first; employees. Everyone focuses on the tech and biz, but it's all pointless if you do not have a competent motivated workforce incentivized to succeed. Push ups Pat simps can try to spin it any way they want, he was in charge when all of the punitive actions against employees were taken. Including 2 major rounds of layoffs. I wouldn't let him run a hot dog cart.
I wouldn't let him run a hot dog cart.
VMware CEO Pat Gelsinger says he's not interested in the Intel CEO job, and his boss Michael Dell seems glad to hear it — but there could be more going on beneath the surface
When Pat Gelsinger's name came up as a possible candidate for the Intel CEO job, the denials couldn't happen fast enough, which definitely captured Michael Dell's attention. But there could be more going on beneath the surface.
www.businessinsider.com
He was a hypocrite. It was all about the millions he had been promised and he desperately tried but no wonder he failed coz it just wasn't his passion. What would a hardware guy know about fabs. It seems he probably needs assistance balancing his checkbook too.
Well, that made Glofo profitable too.
Thunder 57
Diamond Member
- Aug 19, 2007
- 4,087
- 6,832
- 136
IMO, not going to happen until they solve the biggest problem first; employees. Everyone focuses on the tech and biz, but it's all pointless if you do not have a competent motivated workforce incentivized to succeed. Push ups Pat simps can try to spin it any way they want, he was in charge when all of the punitive actions against employees were taken. Including 2 major rounds of layoffs. I wouldn't let him run a hot dog cart.
That went away with the free fruit and coffee.
DrMrLordX
Lifer
- Apr 27, 2000
- 22,961
- 13,048
- 136
He joined GloFo in March 2018 to become its CEO. In August 2018 news spread that GloFo was cancelling 7LP as well as research into 5nm and 3nm nodes, see
AnandTech Forums: Technology, Hardware, Software, and Deals
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No idea if the decision to cancel all leading edge nodes was his or done before he came in, making him just a matching pick. Either way it's still ominous should he indeed be picked for Intel now.
Hmmm. That was around 3 months before GF officially announced cancellation of GF7nm. He had to have at least thrown the switch, even if the critical decisions that made continued research impractical/impossible may have happened under previous management.
So he's good at maintenance mode.
He joined GlobalFoundries, May 2014 as senior vice president and general manager of the company’s 300mm semiconductor wafer manufacturing facility in Malta.
It was his decision, as he was the one who went and interviewed customers.In August 2018 news spread that GloFo was cancelling 7LP as well as research into 5nm and 3nm nodes, see
AnandTech Forums: Technology, Hardware, Software, and Deals
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No idea if the decision to cancel all leading edge nodes was his or done before he came in, making him just a matching pick. Either way it's still ominous should he indeed be picked for Intel now.
"When Tom took over as CEO he went out on the road and visited GF’s customers. What he found was a lack of commitment to GF’s 7nm process in the customer base. Many customers were never going to go to 7nm and of the customers who were, GF wouldn’t have enough capacity to meet their demands. There was also concern in the customer base that 7nm would take up all the R&D and capital budgets and starve the other processes they wanted to use of investment." - https://semiwiki.com/semiconductor-...undries/7749-globalfoundries-pivot-explained/
~~~
My analysis is that it will be unlikely that he will become Intel's CEO. As if you are going for a fab guy from GlobalFoundries. Gary Patton is currently already at Intel.
Thomas Caulfied = 14LPE/14LPP copycat guy.
Gary Patton = 10LP/7LP/5LP/3LP-NextGen innovator guy.
Given the whole x86 Ecosystem Advisory Group stuff. It would probably be better to get someone who is used to licensing out IPs. Which is Bob Brennan at Intel.
{Axion, Cobalt, Graviton}-like but also have a Fab, so double-dipping unlike ARM which is only a single-dipper.
Like Internet(Fiber) + Mobile(5G) plans, rather than just Internet(Fiber) or Mobile(5G).
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Except Gary isn't a CEO and Intel board are not going to go for another "technical" guy AKA Pat V2.0.Iseethefuturebutnotwhat'sinfrontofme.
Another Intel leader to leave the company after Gelsinger’s exit. This time their AI chief.
moinmoin
Diamond Member
- Jun 1, 2017
- 5,248
- 8,463
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It's interesting that he's leaving to become CEO of Nokia, not because he was fired. Either way he was at Intel for only one year. 🤔
Oh, Intel will soon buy Nokia, then ?
Heating, exploding phones like you've never experienced before, coming SOON to a store near you!Oh, Intel will soon buy Nokia, then ?
Dare not miss the thrill and excitement of Intel Inside your pocket!
Gideon
Platinum Member
- Nov 27, 2007
- 2,030
- 5,035
- 136
Well it seems the genius BoD is trying to offload Intel's foundries to TSMC and convincing the administration to make it happen
... Such unbelievable stupidity
... Such unbelievable stupidity
Harry_Wild
Senior member
- Dec 14, 2012
- 860
- 169
- 106
Intel has to do something before they run out of cash! I think the only hope other then TSMC taking over the Intel foundry business; is to close it down and take a massive write off!
Elon Musk could be convinced by President Trump to buy it out completely, but I would not bet on that since Elon has DOGE to run still.
Gideon
Platinum Member
- Nov 27, 2007
- 2,030
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There are other options, it could be a consortium with major US silicon designers and "whales" (google, amazon, etc) with some initial government backing
A much better alternative.
Under TSMC it will also gonna be gutted, restructured and most fabs closed off.
Win2012R2
Golden Member
- Dec 5, 2024
- 1,227
- 1,264
- 96
Krzanich will become the most reviled CEO in the history of computing who single-handedly made the US lose their fab advantage. Quite the achievement, I must say
If GloFlo and Samsung step in and "share" the Intel fabs with TSMC, that could be an acceptable compromise. If not, maybe then we have to hope that Rapidus succeeds where Intel failed.
If GloFlo and Samsung step in and "share" the Intel fabs with TSMC, that could be an acceptable compromise. If not, maybe then we have to hope that Rapidus succeeds where Intel failed.
Add the fact that US gov will likely treat TSMC as trash and China attack Taiwan... sorry if there is politics on there, but I can't imagine the dire situation we are about to see...
1. TSMC being the monopoly in the worst time possible
2. Samsung can't catch up and become worse and worse.
3. Intel with that stupid desition to leave the leadership
4. SMIC struggling to bypass the situation.
5. GloFo being dissapeared long time ago and I don't be surprised if ends bought.
Heck, even without a military attack, with some natural dissasters are enough to cause big problems to the industry.
marees
Golden Member
- Apr 28, 2024
- 1,828
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Extracts:
Over the past few months, Frank Yeary, the interim executive chairman of Intel, has spoken with administration officials and leaders of Taiwan Semiconductor Manufacturing Company about a deal that would separate Intel’s ailing manufacturing business from its semiconductor design and product business, according to four people with knowledge of the plan, who spoke on the condition of anonymity.
TSMC, which produces an estimated 90 percent of the world’s most advanced semiconductors, would assume control of Intel’s manufacturing business and take a majority stake in the business alongside a consortium of investors that could include private equity firms and other tech companies, the four people said.
The Trump administration has encouraged TSMC to do the deal. Howard Lutnick, President Trump’s nominee for commerce secretary, has been involved in the conversations and considers them one of the most consequential challenges of his new job, two of the people familiar with the discussions said.
Late last year, Intel’s board approached TSMC to gauge its interest in some sort of partnership, two of the people familiar with the talks said. In January, TSMC’s chief executive, C.C. Wei, met separately with Mr. Lutnick and Mr. Yeary to discuss how a tie-up might work.
Mr. Yeary has been speaking to Mr. Lutnick regularly about the idea since then, three of these people said. The Intel chairman’s interest in cleaving the company has also opened the door for suitors interested in acquiring Intel’s product business, including Qualcomm.
Some details of the discussions were previously reported by Digitimes, a Taiwanese news outlet, and Bloomberg.
Intel and TSMC declined to comment. Mr. Lutnick did not respond to a request for comment.
A Qualcomm spokeswoman declined to comment.
TSMC could address Mr. Trump’s demands by simply building more manufacturing capacity in the United States, said Stacy Rasgon, a semiconductor analyst at Bernstein Research. TSMC, which received up to $6.6 billion in grants from the CHIPS Act, is building three factories in Arizona and has the ability to expand there.
https://archive.is/cQM6a
Over the past few months, Frank Yeary, the interim executive chairman of Intel, has spoken with administration officials and leaders of Taiwan Semiconductor Manufacturing Company about a deal that would separate Intel’s ailing manufacturing business from its semiconductor design and product business, according to four people with knowledge of the plan, who spoke on the condition of anonymity.
TSMC, which produces an estimated 90 percent of the world’s most advanced semiconductors, would assume control of Intel’s manufacturing business and take a majority stake in the business alongside a consortium of investors that could include private equity firms and other tech companies, the four people said.
The Trump administration has encouraged TSMC to do the deal. Howard Lutnick, President Trump’s nominee for commerce secretary, has been involved in the conversations and considers them one of the most consequential challenges of his new job, two of the people familiar with the discussions said.
Late last year, Intel’s board approached TSMC to gauge its interest in some sort of partnership, two of the people familiar with the talks said. In January, TSMC’s chief executive, C.C. Wei, met separately with Mr. Lutnick and Mr. Yeary to discuss how a tie-up might work.
Mr. Yeary has been speaking to Mr. Lutnick regularly about the idea since then, three of these people said. The Intel chairman’s interest in cleaving the company has also opened the door for suitors interested in acquiring Intel’s product business, including Qualcomm.
Some details of the discussions were previously reported by Digitimes, a Taiwanese news outlet, and Bloomberg.
Intel and TSMC declined to comment. Mr. Lutnick did not respond to a request for comment.
A Qualcomm spokeswoman declined to comment.
TSMC could address Mr. Trump’s demands by simply building more manufacturing capacity in the United States, said Stacy Rasgon, a semiconductor analyst at Bernstein Research. TSMC, which received up to $6.6 billion in grants from the CHIPS Act, is building three factories in Arizona and has the ability to expand there.
https://archive.is/cQM6a
DrMrLordX
Lifer
- Apr 27, 2000
- 22,961
- 13,048
- 136
Texas Instruments and IBM might want to cut in, depending on how much money they could make/save. Also the irony of TI getting a piece of the old Intel fabs . . .
@Gideon
Maybe. Intel 18a could be useful, as could Intel 7/DUV-generation nodes. TSMC could easily form a coalition of semiconductor fab companies (GF etc) in North America to take Intel fabs under their wing. The difference here would be that TSMC would want return on their investment. Intel is looking for bailout capital. It seems that CHIPs money isn't enough, or perhaps they're trying to thread the needle and get both CHIPs funding AND a buyout offer from TSMC at the same time.
Also, the design side of Intel isn't going to want the latest EUV-capable fabs to be gutted and shut down, since they have plans going several years into the future to use 18a and 14a on commercial products. Even Intel's board wouldn't agree to any plan that would force Intel 100% onto TSMC nodes. Furthermore, it is doubtful that the Trump administration will agree to any plan that features less fabs in the United States (meaning, TSMC would have to trick them into such a plan).
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moinmoin
Diamond Member
- Jun 1, 2017
- 5,248
- 8,463
- 136
I find it doubtful Trump administration would welcome Taiwanese control of Intel, so TSMC outright taking over IF (and then switch it over to TSMC nodes) is unlikely. But TSMC could see investing in IF as a way to avoid having to import its leading edge nodes to the US. Essentially keeping alive an inferior competitor with some other partners while pleasing the current government.
Yeah. It would be funny if the combined might of TSMC, Apple and other ARM licensees in keeping IFS just barely alive ensures the continued existence of the x86-64 camp
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