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C
Kevin took a big IP job with Qualcomm which is understandable. I do not know Choon Lee or Myung-Hee. I do know Suk Lee. Suk built the...
Feb 26, 2026
Kevin is a very smart guy, he got the message when he was not reporting directly to Lip-Bu. That is a very big tell.
Feb 26, 2026
Agreed, but remember, Lip-Bu meets with customers directly so he knows who did what and when. The plan is to get 6 key customers. You do...
Feb 26, 2026
S
Recency bias perhaps Dan? He is probably the best CEO in the last decade. Meanwhile, no way to compare him to the 1st 3 CEO. It's like...
Feb 26, 2026
So many but here are my top 5:
Leadership Restructuring. Intel had so many layers of management.
AI Strategy. Did Intel even have one...
Feb 26, 2026
S
Kevin was there not too long before LiBu became CEO, and he was moved out of LiBu direct report in one of the 1st reorg. You can argue...
Feb 26, 2026
True, they were both were part of the big lay-off last August. Suk turned 65 in December so he is officially retired after 40+ years. I...
Feb 26, 2026
L
I see a weibo post truely mentioned that PTL has more thermal problem compared to to it’s predecessor.
“Yesterday, a commenter...
Feb 26, 2026
M
LBT has done some amazing things on financing and culture change at Intel. But IFS execution to goals since 2021 is not good.
No...
Feb 26, 2026
L
The reason for using HD cells is to increase density, and to reduce energy consumption per operation (gate transition) for cases where...
Feb 26, 2026
L
Wow, this really surprise me. I originally think ASIC chip may focus on performance over power consumption due to the less limitation on...
Feb 26, 2026
L
This is also very strange too….
Intel said FS 14-16 ML is for high performance, but PTL dose not pursuit high performance?
And why...
Feb 26, 2026
E
Suk Lee and Micheal chang did not retire ... they were laid off according to my taiwan friends at intel
Feb 26, 2026
Kevin took a big IP job with Qualcomm which is understandable. I do not know Choon Lee or Myung-Hee. I do know Suk Lee. Suk built the...
Feb 26, 2026
L
"In an unexpected turn of events, Kevin O'Buckley, the head of Intel Foundry, decided to jump ship for Qualcomm after just two years at...
Feb 26, 2026
Like.
Kevin took a big IP job with Qualcomm which is understandable. I do not know Choon Lee or Myung-Hee. I do know Suk Lee. Suk built the...
Daniel Nenni replied to the thread Intel Foundry, losing key people in 2025-2026.Kevin is a very smart guy, he got the message when he was not reporting directly to Lip-Bu. That is a very big tell.