#semiconductors

Why do you think infineon bought C2I semi in bangalore? Infineon already has multiphase controllers and power stages but they are US based. TI's multiphase team is in bangalore and a faction created C2I. I see the same migration to bangalore happening at Infineon. What do other's think?

German semiconductor firm Infineon will close its Mesa facility by the end of September. This closure will result in the layoff of 98 employees. The site's operations, focused on preparing raw semiconductor wafers, will be transferred to external foundry partners. The company stated this move aims to enhance global manufacturing productivity and competitiveness. Infineon acquired the Mesa location in 2015, though the facility has been operational since 1997.

Mesa, Arizona

https://www.azcentral.com/story/money/business/tech/2026/08/04/infineon-layoffs-mesa-arizona/91169129007/

A technology company has announced significant job reductions. This move impacts employees across various departments. The company cited economic challenges as the primary reason for the layoffs. Further details regarding the exact number of affected individuals were not immediately available. This decision reflects a broader trend of cost-cutting measures in the tech sector.

San Francisco, California

https://www.tomshardware.com/tech-industry/policy/intel-layoffs-to-hit-data-center-group-division-focused-on-server-cpus-ai-chips-and-data-center-architecture-to-be-hit-by-an-unknown-number-of-cuts

From: https://www.telegraph.co.uk/business/2026/07/03/the-ai-bubble-is-bursting-but-behind-it-hides-an-even-great/

Re: semiconductor drop last week
The trigger seems to have been talk of a thousand plagues by the hybrid cloud giant Oracle, which ranged from wild overbuilding of data centres to stranded capacity, power and water shortages, permitting delays, credit risk and customer defaults.

Its annual report contained the cluster bo-b that “highly leveraged” customers had contracted more computing power than they could plausibly pay for. “We may experience risks of non-payment and non-performance in our dealings with such parties,” Oracle said.

Translation: “Oracle is saying that OpenAI may have ordered too much food, may not eat it all, and, worse, may not pay the bill,” said Ipek Ozkardeskaya from SwissQuote, a foreign exchange firm. Could ChatGPT be squeezed out and go the way of Firefox? It certainly could.

Why doesn't Q invest more in robotic chips? Its expertise in low-power SoCs with integrated Wi-Fi and Bluetooth seems like a great fit for robotics.

The Philadelphia Semiconductor Index (SOX) is trading at 14,246.96, surging about 3.92% today and up roughly 94% over the first half of 2026. Driven by unprecedented artificial intelligence (AI) demand, the index recently doubled in value over a six-month period.

https://newsroom.ibm.com/2026-06-25-ibm-debuts-worlds-first-sub-1-nanometer-chip-technology

Oregon's semiconductor companies report soaring stock prices. This growth is fueled by an artificial intelligence bo-m. Despite this, Oregon's semiconductor employment reached a 30-year low. Intel alone cut 6,000 jobs over the past two years. Other chipmakers also reduced their workforces in the state.

https://www.oregonlive.com/silicon-forest/2026/06/oregon-chip-stocks-are-roaring-back-will-the-jobs-ever-return.html

Again and again

https://www.igorslab.de/en/intel-18a-delay-manufacturing-problems-foundry-offensive/

No more layoff news ?

Just ShitTel lovers jumping on each other heads to buy ShitTel stocks while ShitTel haters are selling them for profits ?

How many more layoffs this year or next quarter ?

Is this the end of JJ or LisaP?

Intel swipes Qualcomm veteran of 25 years to lead client computing — Alex Katouzian jumps ship to oversee consumer CPUs and physical AI

https://www.tomshardware.com/tech-industry/big-tech/intel-swipes-qualcomm-veteran-of-25-years-to-lead-client-computing-alex-katouzian-jumps-ship-to-oversee-consumer-cpus-and-physical-ai

Advantest Inc. is laying off 55 workers. The company is a semiconductor firm in Hanover Township, Lehigh County. A Worker Adjustment and Retraining Notification was issued. The effective date for these layoffs is June 30. Advantest specializes in semiconductor test solutions.

Hanover Township, Pennsylvania

https://www.mcall.com/2026/04/30/lehigh-valley-technology-company-announces-layoffs-affecting-55-jobs/

All the haters are alive and well in this channel. Go touch grass haters. Intel is here to stay and dominate!!

a. Innovation
b. CEO CFO VP PE swap in & out
c. Mass layoffs and more layoffs
d. Financial frauds
e. Corruption
f. Stock manipulation

Is Mr. "Everything's Computer!" really just that much smarter than all the Intel PhD's, MBA's and "Rockstars" combined? These so called businessmen were all scrapping Intel for parts when Trump basically handed them their as--s and said "You are going to make computer chips like you are supposed to or go to jail." Now Intel is at ATH in less than a year. I guess he really is a VERY STABLE GENIUS and everyone one working at Intel owes him a giant debt of gratitude.

LA Semiconductor facility experienced layoffs. These layoffs are the first wave. The facility is located in Pocatello. The job reductions have begun. Specific details about the layoffs are not available.

Pocatello

https://localnews8.com/news/2026/04/10/first-wave-of-layoffs-ensue-at-la-semiconductor-facility-in-pocatello/

Why are there so many layoffs ?

"Most Android phones run on chips from Qualcomm or MediaTek. Xiaomi wants to change that, at least for its own devices."

"The XRing O1... built on TSMC’s 3nm process and holds its own against Snapdragon ... ".

https://phandroid.com/2026/03/05/xiaomis-xring-chip-is-about-to-get-a-whole-lot-more-ambitious/

The only one that's flourishing is Intel. At least we're the best at something, I guess.

Apparently Intel is not following high NA anymore. What a waste of 300m$ equipments

So we’ve got that going for us

https://stocks.apple.com/A39SkoP0uTO6zXH46WoaXVQ

Still have faith in our leadership?

https://www.forbes.com/sites/petercohan/2026/01/26/intel-cut-chip-capacity-at-the-worst-possible-time---and-its-stock-paid-the-price/

Biggest computing demand in the history of the world.

"Our future is not in the print industry but in semiconductors".

Kind of saying the quiet part out loud there.

JP claims that Cisco silicon in a head by 2 years vs. Broadcom and Nvidia. Any thoughts?

https://arstechnica.com/gadgets/2026/01/intel-launches-core-ultra-series-3-cpus-made-using-its-long-awaited-18a-process/

Thank you President Trump!

Intel initially disclosed 669 Oregon layoffs in November 2025. By January 2026, that number jumped to 2,392 workers – nearly 5x the original count. Combined with earlier cuts, Intel is eliminating over 3,000 Oregon jobs, representing roughly 20% of its 20,000-person workforce in the state.

https://byteiota.com/intel-layoffs-jump-5x-to-2400-workers-in-2026-chip-crisis/

We won't know if the guppy will lay eggs and populate the tank until 2027.

There is a chance the guppy will bring in its bigger brother, the whale.

Even if it works out, let's see if the higher US production costs scare away the whale.

Don't sc--w it up!

Or is this just a political donation?

https://www.tomshardware.com/tech-industry/semiconductors/intel-moves-closer-to-building-apples-entry-level-m-series-chips-on-18a

Says it all. Jan 2027. Who knew? Lol

https://economictimes.indiatimes.com/tech/technology/intel-signs-pact-with-tata-to-make-assemble-semiconductors-in-india/articleshow/125836758.cms

https://www.reuters.com/world/asia-pacific/indias-tata-signs-up-intel-first-major-customer-14-billion-chip-foray-2025-12-08

so many positive news lately

people in my office were laid off yesterday. Anyone else?

Intel’s workforce:

1. fat old guys waiting to retire and
2. Young Indian h-1bs waiting to get their green cards and bolt out to AMD or Nvidia.
3. Fantasy believers in Intel bubble su6king up to mgmt
4. High paid mgmt just sitting & collecting paychecks
5. Best of the best, leaving Intel one by one

That is what chatGPT told me. Ansys never had a mass layoff but Synopsys did a few times in the last a few year.

The merge was good initially if you sold all of your Stocks a few days after the merge. Otherwise, you lost 30% minimal.

profit and layoffs. nice company

If that’s the case, good luck to all of us.

This is the best scenario for a turnaround.