Semiconductor News by Dylan Martin

YouTube video by CRN An "Unprecedented" Situation For Intel's CEO: CRN In Depth

I talked about the unprecedented move of President Trump asking Intel's CEO to resign for the latest CRN In Depth segment: www.youtube.com/watch?v=AxPx...

Trump Calls For Intel CEO Lip-Bu Tan To Resign President Donald Trump on Thursday called for Intel CEO Lip-Bu Tan to resign “immediately,” claiming that the U.S. semiconductor leader is “highly conflicted.”

President Donald Trump on Thursday called for Intel CEO Lip-Bu Tan to resign “immediately,” claiming that the U.S. semiconductor leader is “highly conflicted.” www.crn.com/news/compone...

AMD: ‘Significant Uptick’ In Dell PC Sales Helps Fuel Commercial Ryzen Sales AMD CEO Lisa Su said Tuesday that a “significant uptick” in sales of Dell Technologies PCs using its Ryzen processors helped fuel a 25 percent year over year increase in client chip sales to OEMs for ...

AMD CEO Lisa Su said Tuesday that a “significant uptick” in sales of Dell Technologies PCs using its Ryzen processors helped fuel a 25 percent year-over-year increase in client chip sales to OEMs for commercial purposes. www.crn.com/news/compone...

Intel’s Earnings Bombshell: Layoffs, Foundry Warning And Other Things To Know Intel said it has yet to land “significant” customers for its Intel Foundry business, warning that it may abandon development of future manufacturing technologies if the Intel 14A node fails to gain t...

Anyhow, I know this is ultimately a smaller detail now that we know Intel is laying off 15 percent of its workforce total, but I wanted to put that out there in case people needed a reference point for employees impacted in California. www.crn.com/news/compone...

California’s Employment Development Department told me some employees were double counted in its listings. I can understand the confusion: Intel sent multiple WARN revisions for its locations in Folsom and Santa Clara. Even the original count I did was under what they gave me.

The number of Intel layoffs in California may have been overstated by several hundred in its public WARN listings. Instead of the number being closer to 2,000, as some outlets reported, it is actually 1,351, based on a reconciliation of notices the state performed for me.

Intel’s Earnings Bombshell: Layoffs, Foundry Warning And Other Things To Know Intel said it has yet to land “significant” customers for its Intel Foundry business, warning that it may abandon development of future manufacturing technologies if the Intel 14A node fails to gain t...

Is Intel Foundry doomed? Despite the warning about its future, Lip-Bu Tan made clear he is not giving up without a fight and said he is confident that the company can prevail. This is one takeaway among several others from last week's earnings: www.crn.com/news/compone...

AMD: We’re Exploring A Discrete GPU Alternative For PCs A top AMD PC executive tells CRN that the chip designer is exploring the potential for a discrete neural processing unit that could serve as an alternative to stand-alone GPUs in PCs for AI workloads.

A top AMD PC executive recently told me that the chip designer is exploring the potential for a discrete neural processing unit that could serve as an alternative to stand-alone GPUs in PCs: "It’s not hard to imagine we can get there pretty quickly." www.crn.com/news/compone...

Intel plans to spin off its Network and Edge Group into a standalone company and says it will seek outside investment for the business unit (Dylan Martin/CRN)

Main Link | Techmeme Permalink

Exclusive: Intel Reveals Plan To Spin Off Networking Business In Memo Intel on Thursday confirmed its plan to spin off its Network and Edge Group in a memo to customers and said it will seek outside investment for the business unit.

Exclusive: Intel Thursday revealed its plan to spin off its Network and Edge Group in a memo addressed to customers and said it will seek outside investment for the business unit. The company just confirmed the move to me. www.crn.com/news/network...

Advanced chip manufacturing in the U.S. is on thin ice.

Intel: Future Of Foundry Business Hinges On A ‘Significant External Customer’ Intel said Thursday that the future of its contract chip manufacturing business and its willingness to invest in advanced chip-making technologies will hinge on the semiconductor giant landing a “sign...

Intel said the future of its contract chip manufacturing business and its willingness to invest in advanced chip-making technologies will hinge on the semiconductor giant landing a “significant external customer” for its upcoming Intel 14A process. www.crn.com/news/compone...

Correction: This would amount to nearly a quarter of its employees leaving in a matter of 12 months. Intel's core workforce stood at 99,500 as of last December.

Intel’s Workforce To Shrink By Nearly A Third By Year’s End Intel said Thursday that it “plans to end the year with a core workforce of about 75,000 employees” due to layoffs and attrition, which would amount to nearly a third of its workers leaving in a matte...

Intel said Thursday that it “plans to end the year with a core workforce of about 75,000 employees” due to layoffs and attrition, which would amount to nearly a third of its workers leaving in a matter of 12 months. www.crn.com/news/compone...

Clorox Sues Cognizant For Allegedly Providing Network Credentials Without Authentication Cognizant said in a statement to CRN that it was Clorox’s own security practices that were lax.

Clorox Tuesday filed a lawsuit alleging a service desk run by Cognizant allowed a hacker to enter Clorox’s network by providing credentials over the phone without authenticating the caller. Cognizant in turn blamed Clorox for lax security.

Details @crndotcom.bsky.social

tinyurl.com/2s4a2vhs

You got me for a second! Living on the East Coast with a little kid, I always have to make arrangements to make sure I get "space" to cover earnings while bedlam happens elsewhere in my house. 😆

gave me a heart attack, made me think it was today (it's on Thursday)

Nvidia Rival Hailo Launches GenAI Chip For Edge Devices Nvidia rival Hailo on Tuesday said its newly launched Hailo-10H chip is the first of its kind to “bring real generative AI performance to the edge” while consuming very little energy.

Nvidia rival Hailo on Tuesday announced the general availability of its second-generation AI accelerator chip, the Hailo-10H, saying that it's the first of its kind to “bring real generative AI performance to the edge” while consuming very little energy. www.crn.com/news/compone...

RealSense Almost Died At Intel. Now It’s Spinning Out With $50M In Funding. Nearly four years after Intel said it would “wind down” its RealSense computer vision business, the division has spun out with $50 million in funding, RealSense announced Friday.

Nearly four years after Intel said it planned to "wind down" its RealSense computer vision business, the division spun out from the chipmaker on Friday with $50 million raised from investors to chase big opportunities in robotics and biometrics. www.crn.com/news/interne...

It's a new collaboration with Netflix's hit show

Nvidia Beats Microsoft To Become First Company To Hit $4T Market Cap Nvidia on Wednesday became the first company to hit a $4 trillion market capitalization as it continued to defy concerns that AI models like DeepSeek-R1 would undercut demand for its GPUs.

Nvidia Wednesday became the first company to hit a $4 trillion market capitalization as it continued to defy concerns that the rise of efficient AI models like DeepSeek-R1 will undercut demand for its GPUs and associated componentry. www.crn.com/news/ai/2025...

My face reflected in the die of AMD's MI355X GPU.

It's me, Dylan, checking in from the chip-verse

I think you mean GROK. GROQ is a chip company that runs its own cloud inference service.

As far as I can tell, this is not related to Trump. Intel has been in trouble for a long time, it cut 15,000 jobs last year, and its new CEO is now pursuing deeper cuts on the bet that it can run more efficiently as it suffers from rising competition.

Intel Starts Layoffs Under Lip-Bu Tan, Some Impacted Roles Listed Intel has begun layoffs that were foreshadowed by CEO Lip-Bu Tan with a notice sent to California last week detailing roles impacted.

BREAKING: Intel has begun layoffs that were foreshadowed by CEO Lip-Bu Tan two months ago as part of what he said is his plan to turn around the beleaguered semiconductor giant. A WARN notice detailing some jobs impacted was sent last week. www.crn.com/news/compone...

AMD Lands Strategic Alliance With HCLTech To Serve Enterprises AMD said Tuesday it has entered a strategic alliance with global systems integrator HCLTech to deliver advanced AI and cloud solutions for enterprise customers.

AMD said Tuesday it has entered a strategic alliance with global systems integrator HCLTech to deliver advanced AI and cloud solutions for enterprise customers. www.crn.com/news/compone...

Intel Names Greg Ernst CRO, Hires Three Engineering Leaders Intel said Wednesday that it has named 25-year sales veteran Greg Ernst chief revenue officer and hired three engineering veterans who previously worked at Google, Apple and Cadence Design Systems to ...

Intel said Wednesday that it has named 25-year sales veteran Greg Ernst chief revenue officer and hired three outsider engineering veterans to lead custom and AI chip efforts. www.crn.com/news/compone...

Oh yeah, no doubt. It's much better to have this level of competition than what we had 10 years ago. I am curious about what things will look like in the next 10 years ago. Is the market big enough to support the efforts of all these companies?

It's kinda crazy how many competitive headwinds there are for Intel now, even just in the CPU market:
- AMD
- Arm CPUs made by Amazon, Google, Microsoft
- Qualcomm
- Potentially Nvidia later this year?
- Whatever Ampere can accomplish at this point

Intel Layoff Plans Include Up To 20 Percent Of Factory Workers: Report Intel reportedly told employees that it plans to lay off 15 percent to 20 percent of workers from its chip manufacturing division, with job cuts expected in other divisions.

Intel has reportedly told employees it plans to lay off 15 percent to 20 percent of workers from its chip manufacturing division, with job cuts expected in other divisions. www.crn.com/news/compone...