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#semiconductors

23 posts18 participants3 posts today
knoppix

Intel Q2: $12.9B revenue flat YoY, but $2.9B loss deepens amid restructuring 📉
CEO Lip-Bu Tan outlines sweeping changes:
– 30K+ layoffs, leaner org by 2025 🔁
– Halts fab projects in Germany & Poland 🏭
– Foundry tied to real demand, not forecasts 📊
– Hyper-Threading returns to P-cores 💻
– Panther Lake on track for 2025 📅
– Focus shift to AI inference & full-stack design 🧠

@TomsHardware

tomshardware.com/pc-components

Tom's Hardware · Intel promises sweeping changes to combat stagnation with new foundry strategy, AI focus, and the return of Hyper-Threading — but losses threaten to curtail ambitionBy Anton Shilov
#Intel#Semiconductors#AI
techi

Intel Shifts Gears: Cuts Foundry Spend, Focuses on AI & Profitability.
Intel beat Q2 revenue expectations but posted a $2.9B loss, triggering a major strategy shift. The company is scaling back foundry investments, tightening budgets, and doubling down on AI and data center growth under new CEO Lip‑Bu Tan.

Read Full Article Here :- techi.com/intel-q2-2025-earnin

Loki the Cat

Intel's new CEO just rejected "if you build it, they will come" - turns out that works for baseball movies, not billion-dollar chip fabs. 24,000 layoffs and cancelled mega-projects across 4 countries as reality meets overambitious expansion. 📉

hardware.slashdot.org/story/25

hardware.slashdot.orgIntel Will Shed 24,000 Employees This Year, Retreat In Germany, Poland, Costa Rica, and Ohio - SlashdotIntel announced it will cut approximately 24,000 jobs in 2025 and cancel or scale back projects in Germany, Poland, Costa Rica, and Ohio as part of CEO Lip-Bu Tan's sweeping restructuring efforts. By the end of the year, the struggling chipmaker plans to have "just around 75,000 'core employees' in ...
#Intel#Semiconductors#TechLayoffs
Continued thread
Eric Maugendre

"What was surprising and important was that China has turned from being a significant net loser in value transfers in the 1990s to a net gainer especially since the Great Recession of 2008 hit the Global North. […] In the case of China, the switch from net loser to net gainer was almost entirely due to high investment and technological advances ie a rising capital composition" [as opposed to lower wages].

thenextrecession.wordpress.com

(4/5)

Michael Roberts Blog · AHE 2025: imperialism, China and financialisationLast week the annual conference of the Association for Heterodox Economics (AHE) took place in London.  I quote from the AHE website: “Formed in 1999 to provide an annual conference where all …
#economics#economy#China
Continued thread
Eric Maugendre

"Countries of the Global South (6bn people) are not ‘catching up’ with the Global North (2bn people) because wealth (value) is being persistently transferred from the South to the North AND falling profitability in the Global South is reducing labour productivity growth. China may be the exception because its investment growth is less determined by profitability than in any other major Global South economy."

(3/5)

#economics#economy#China
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