Discussion Intel's past, present and future

[511]

However, even with commercially available technology, EMIB is evaluated as being difficult to manufacture ultra-large chips at the wafer level. For this reason, the industry believes that Intel may be considering new EMIB technology and facility investments for Dojo 3.

What's the die size for Dojo Cause GNR is pretty big it's around 2200mm2( 2.5X reticle) sq total silicon.

 

[Krteq]

No fckn way

https://twitter.com/x/status/1953424127248765236

 

[jpiniero]

No fckn way

lol

I don't think Tan will be quitting.

 

[511]

JFC Intel can't catch a break man.
Knowing Trump I know what happened he demanded Intel put more continue Ohio and stuff Intel refuses and we are here.

 

[poke01]

What, is a good response. Earlier we got a US senator demanding the Intel board on Tans loyalty to the US of A.

 

[Win2012R2]

Not even banana republic stuff, it's more respectful there

 

[poke01]

Not even banana republic stuff, it's more respectful there

It’s more like a kid throwing a tantrum, some appease their child but smart parents don’t give in.

I just hope the board is smart enough to not fire Tan.

 

[511]

I mean has he thought where is apple going to find $600 Billion to invest in US Apple's Capex is like $10 Billion a year how can they invest $600 Billion by this capex.

The Complete Toolbox For Investors | finbox.com

finbox.com

 

[poke01]

I mean has he thought where is apple going to find $600 Billion to invest in US Apple's Capex is like $10 Billion a year how can they invest $600 Billion by this capex.

The Complete Toolbox For Investors | finbox.com

finbox.com

Apple won’t. Tim Cook played Trump, you have to be smart and say that are doing it on paper without saying it directly.

 

[511]

Apple won’t. Tim Cook played Trump, you have to be smart and say that are doing it on paper without saying it directly.

I know that lol but can't say that about Trump it's going to be a repeat of Foxcon and this time it's going to large number of companies doing this lol

 

[Josh128]

Trumps public statements that LBT should resign seems like a shareholder lawsuit just waiting to happen. His words directly affect a companies stock performance, and he knows this. New laws may be written due to this very thing...

The train of society in America continues to derail. Whats next?

 

[poke01]

Trumps public statements that LBT should resign seems like a shareholder lawsuit just waiting to happen. His words directly affect a companies stock performance, and he knows this. New laws may be written due to this very thing...

The train of society in America continues to derail. Whats next?

What laws? Have you seen the state of Congress lately?

 

[jpiniero]

Trumps public statements that LBT should resign seems like a shareholder lawsuit just waiting to happen. His words directly affect a companies stock performance, and he knows this.

Intel shareholders would sue Trump?

 

[Josh128]

Intel shareholders would sue Trump?

Sue the executive branch of the government, yes. Who knows how the stock price will play out and what LBT will actually do, but this has the potential to bring the stock down a lot more than just 3% in the coming days and weeks.

 

[Win2012R2]

Intel shareholders would sue Trump?

They got actionable case in case of tariffs which are clearly illegal, in fact all big firms affected by them should have already had lawsuit about that

It’s more like a kid throwing a tantrum, some appease their child but smart parents don’t give in.

It's a "kid" with a loaded gun and immunity

 

[poke01]

It's a "kid" with a loaded gun and immunity

Which this Supreme Court and congress gave him.

Good to know the executive branch is all powerful, so much for checks and balances.

 

[Win2012R2]

Which this Supreme Court and congress gave him.

Yep, now is the Finding Out part.

This is still big money he is ******* about - putting 100% tariff on some companies, but not other clearly illegal, especially if it turns out those other companies gave what has been known for a long time as bribes.

 

[johnsonwax]

I mean has he thought where is apple going to find $600 Billion to invest in US Apple's Capex is like $10 Billion a year how can they invest $600 Billion by this capex.

The Complete Toolbox For Investors | finbox.com

finbox.com

Well, Apple can do that. They've returned $1T to shareholders, they can invest $600B in the US.

But I'll tell you a secret - all of the investments into the US that Trump is getting in his deals - from Apple, from TSMC, from the EU, from Japan? They're all meaningless. Trump knows they're meaningless, but he knows he has no leverage so he puts that forward as a way to save face for losing on a negotiation.

 

[511]

a

Well, Apple can do that. They've returned $1T to shareholders, they can invest $600B in the US.

But I'll tell you a secret - all of the investments into the US that Trump is getting in his deals - from Apple, from TSMC, from the EU, from Japan? They're all meaningless. Trump knows they're meaningless, but he knows he has no leverage so he puts that forward as a way to save face for losing on a negotiation.

i know that tbh i should edit my post people keep thinking i don't know that 🤣

 

[Win2012R2]

Trump knows

 

[Khato]

While I have no notion of the reasons behind it, my current impression is that LBT is destroying Intel. Seems to be a classic, clueless CEO. Nothing he's promised has come to pass - there's just as much middle management and pointless meetings as ever. If anything there's more than there used to be... because the solution is always to fire engineers who do the work and hire outside 'expert' management. Hence I'll be quite happy if Trump gets his way and LBT is ousted. Intel was better off with their interim CEO structure... or just bring back Pat with a leash on foundry spending. If they hadn't ousted Pat, he likely would have played Trump like a fiddle and gotten Intel into a far, far better position by now. Instead it's been TSMC/Apple that have been whispering in Trump's ear and getting all the tariff carve outs to remain unaffected. Say what you will about Pat, but he knew how to play politics.

 

[DZero]

While I have no notion of the reasons behind it, my current impression is that LBT is destroying Intel. Seems to be a classic, clueless CEO. Nothing he's promised has come to pass - there's just as much middle management and pointless meetings as ever. If anything there's more than there used to be... because the solution is always to fire engineers who do the work and hire outside 'expert' management. Hence I'll be quite happy if Trump gets his way and LBT is ousted. Intel was better off with their interim CEO structure... or just bring back Pat with a leash on foundry spending. If they hadn't ousted Pat, he likely would have played Trump like a fiddle and gotten Intel into a far, far better position by now. Instead it's been TSMC/Apple that have been whispering in Trump's ear and getting all the tariff carve outs to remain unaffected. Say what you will about Pat, but he knew how to play politics.

Pat is the reason Intel is on that state in the first place.

 

[511]

Pat is the reason Intel is on that state in the first place.

You mean BK?

 

[DZero]

You mean BK?

Crashtor Lake ring a bell?

 

[gdansk]

The world agrees Intel was at its best without a CEO. Many people are saying it. LBT? Destroying Intel. Pat? Destroying Intel. BS? Destroying Intel. BK? Destroying Intel. Otellini? Destroying Intel.