Trending Assets
Top investors this month
Trending Assets
Top investors this month
Intel Is Throwing The Kitchen Sink, But Is The Turn Around
Plan Reasonable?
Deep dive on Tower Semiconductor Fabs/IP
Intel Culture Shift
Future product and roadmap competitiveness by business unit

I mapped out Tower Semiconductors capacity. I also wrote a
lot about their specific differentiated technologies.
In short, Intel acquired ~2 million wafers per year of a lot
of niche technologies and great people to help accelerate their foundry push.

I also wrote a lot about the culture shift at Intel, including a really great story about Intel and how they treated various semicap firms (poorly).
This specific story is Applied Materials, but tons of other horror stories I've heard the supply chain.

Something that shouldn't be underestimated is accountability throughout the organization.
OKRs were invented by Andy Grove, Brian Krzanich removed them, and Pat Gelsinger has brought them back!

I also discussed a lot about Intel's capital allocation strategy, spending plans, and fabs.
There's a particularly interesting potential partnership and MOR signed with Brookfield Asset Management, a real estate, private equity, and alternative investment fund.

semianalysis.substack.com
Intel Is Throwing The Kitchen Sink, But Is The Turn Around Plan Reasonable?
Deep Dive On Tower Semiconductor Fabs And IP, Intel Culture Shift, Future Product And Roadmap Competitiveness By Business Unit

Dylan Patel's avatar
$17.6MFollowers
Related
Already have an account?