A big accomplishment for Rapidus, the new Japanese pure play foundry backed by the Japanese government and key industrial partners. It also helps to have a viable competitor to TSMC given how Intel and Samsung are struggling to keep their logic foundries viable.
Is it because the employees themselves are so incompetent that no one wants to take this burden on. Besides, TSMC is expanding in Arizona and Samsung is expanding in Texas.
> Is it because the employees themselves are so incompetent that no one wants to take this burden on.
I don't buy this. I think the primary problem was mismanagement especially in the 2008 to 2020 timeframe. Too many bean counter CEOs during that period who did not understand the need to constantly invest in SOTA fabs.
> Too many bean counter CEOs during that period who did not understand the need to constantly invest in SOTA fabs.
I am not here to defend Intel, but I don't think this is the correct interpretation of events. Basically, Intel failed in their fab process R&D to keep up with TSMC and Samsung, and that is not lack of effort or money. Since their fab process R&D was going so poorly, Intel slowed down their fab construction rate. This makes good business sense to me. The truth appears to be that Intel fab process got beat fair and square by TSMC and Samsung.
Intel absolutely flubbed some nodes and bad employee execution was a part of it.
But management has consistently tried to tell customers what they want/need. Intel has a history of developing products with no customer base or pulling out of markets too early. Neither of those are the responsibility of low level employees. That's higher management.
One of the big concerns about the GPU division is "Will Intel keep going long enough for this to matter or will they pull out the second there's an issue?"
That's what the market has been saying for a while: the cost of the assets were mal-invested in its current context and are not worth what the accounting says they are.
Markets obviously can be wrong, but to think that markets are so inefficient that it confuses book value with liquidation value for a company like Intel is much more wrong.
Basically, they are admitting that they failed on developing a compelling technology and wasted a ton of shareholder money on a quixotic quest to try to introduce a semiconductor industry in the US.
Tesla stock price is unlikely to be impacted because it already exceeds any sort of logic or reason.
Just as a quick example, let's assume that in the best possible, most extreme scenario imaginable that Tesla instantly merges with Uber, takes over all their marketshare and adds all of Uber's earnings to Tesla's balance sheet.
This still wouldn't be enough to
logically justify the current outlandish price being paid for Tesla stock.
In the software field, people with no education or education from a country with a low standard are normally a pain in the ass to work with.
And in hardware mistakes are more costly, while in software most of the developers work on completely useless projects that are doomed to disappear soon.
Because we all eager for blog posts how someone discovered how to use transitors to create a memory module, with a 555 to keep the refresh clock going.
In this article, we will discuss 6 reasons why the chip industry is struggling to attract new talent.
Theory-first education: In an effort to build from fundamentals, there is too much emphasis on theory rather than a focus on applications.
Compensation myth: There is a feeling that software pays more than hardware. Reality is not so cut and dry.
Graduate degrees: A lot more employers ask for graduate level degrees to enter chip design creating bottlenecks in talent supply.
Early specialization: Highly niche skillsets are less marketable and career limiting.
Documentation shortages: Hardware design is entirely tribal knowledge and hard to self-learn.
Chip design culture: Hardware companies have a retro feel to them, deadlines are tight, and mistakes are deadly.
