genmud

I don't think that they should have TSMC do everything, but being coupled at the hip with the foundry business has not been, and is still not a winning strategy.

If the foundry business could execute (in timelines, in yields, and in sales), then having a vertically integrated company makes a ton of sense. However, that has not been the case for a while and will take years to get them back in a position where they can execute on the foundry side.

Right now the market and the board is dealing with the company equivalent of having your 25 year old kid stay their home rent-free, while spending tons of money, and getting piss drunk, then taking a shit on the hallway rug. At a certain point, you have to kick them out and tell them to get their life together, because the alternative is being homeless.

What they are doing / have done is obviously not working, they aren't being judicious in their spending, they aren't innovating, and everything is being dragged down due to institutional mediocrity.

I think that Pats strategy is what the fab needs to do to be successful.

However, I think the fab and design should be separate companies, with separate accountability and goals/objectives. There is just too much baggage by keeping them coupled. It doesn't let either part of the company spread their wings and reach their full potential when they are attached at the hip. From the outside perspective, that is the thing that Pat has seemingly been focused on, keeping it together, and its why people have lost faith in his leadership.

I also don't think that from a investment / stock standpoint that accelerating the depreciation / losses related to restructuring on the most recent quarter was a wise decision, since what Intel really needed was a huge win right now.

I'm starting to think this Matt guy might not be the right person for leading the Wordpress community.

Anecdotally, I'm a near daily user and have noticed the platform has significantly more latency, a massive uptick in spam as well as strange / intermittent bugs.

That would be incorrect, they get subdomains for passive dns feeds.

Software companies have focused on efficiency, which is why the cost of building software has steadily decreased over the last 30-40 years.

From my perspective a lot of that is because the tooling and mindset for hardware is stuck in 1980s/90s. Compared to modern software development, there is very little to no automation in hardware design.

Things like CI for hardware designs and even automated version control are just starting to become a thing in the embedded space. Automation like building Bill of Materials, build pdfs, gerbers are not in any way optimized.

Scaling embedded stuff (design, manufacture, etc.) is very much a linear thing today, which is why salaries are low.

... and then they promptly ignored the results.

I sold my GM truck because of how horrible the head unit was. I am still driving my 8 year old f150 because the infotainment system works fairly well.

ASIC, RTL, tapeout, FPGA and Verification are all keywords you can use to find job descriptions. Each company is a tiny bit different, so there is a fair bit of variation.

Good. Tata, wipro and the other Indian H1B shops have been gaming the system for decades. The way they do things are exploitive, bad for H1B employees, bad for US employees and bad for the employment market.

IIRC you could actually run XP themes on 2k3 if you started the theme service. Under the hood they were almost the same exact same kernel (I think server / 5.2 had a slightly different IP stack and some server tweaks for task scheduling, shadow volumes and memory caching).

Likewise if you wanted the non XP (Luna I think it was called?) styles you could just stop the theme service and it was effectively win2k style.

The US has had this capability for quite a while with the LCMR (AN/TPQ 48/49/50), which has been produced in large quantities (1k+, per mfg) and at least a few were in Ukraine.