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> he was financially reckless and failed to win any major customers for Intel's new IFS strategy. So currently the IFS has a few potential customers was becaus
by ksec 7mo ago
> he was financially reckless and failed to win any major customers for Intel's new IFS strategy.
So currently the IFS has a few potential customers was because of LBT and not Pat?
>* Now they're missing the fab boom by cancelling fabs a few years ago
Reckless in finance but also missing the Fab boom?
- aurareturn 7mo agoIFS now doesn’t have a major customer but it seems like companies are at least taking them seriously now. LBT doesn’t have the same arrogance that Pat had when it comes to courting external customers. Yes, they over invested at the wrong time, cancelled fabs or delayed them. Had they saw the AI boom coming in 2023, he wouldn’t have cancelled.
- fmajid 7mo agoAlso because the Trump administration is twisting arms of big potential customers like Apple, in order to have a second source and reduce dependence on Taiwan semiconductor manufacturing. That's despite Lip-Bu Tan, whom Trump distrusts simply because he is ethnically Chinese.