News Jabil to Acquire Intel's Silicon Photonics Business

[Admin]

Jabil to take over Silicon Photonics pluggable optical transceiver product lines from Intel.

Jabil to Acquire Intel's Silicon Photonics Business : Read more

 

[Albert.Thomas]

"These decisions are part of Intel's broader strategy to focus more on its primary businesses to boost profitability."

I understand most of them, but the axing of the NUC division still boggles my mind if profitability is Intel's goal.

 

[cyrusfox]

I understand most of them, but the axing of the NUC division still boggles my mind if profitability is Intel's goal.

NUC was a low margins/low volume business that required 3+ years of extended driver/system support(NUC was not an insanely profitable segment of their business).

Furthermore NUC was directly competing against their own internal customers, making the project open sourced(available to all) while Asus took over support makes a lot of business sense.

Intel held all of these forward thinking interfaces in house, One would think so they could accelerate integration (FPGA, Emerging memory, photonics, AI, etc...) and eke out a competitive advantage. Not sure that ever materialized, but they completely lost manufacturing advantage as well as largely floundered on these efforts, the business case to divest makes sense although may prove to be myopic.

Zen 5 is delayed (per MLID leak), and Intel is laser focused on its core business, next 18 months should be interesting.

 

[Albert.Thomas]

NUC was a low margins/low volume business that required 3+ years of extended driver/system support(NUC was not an insanely profitable segment of their business).

From what I've been told, the NUC division had good numbers and was one of the more profitable divisions.

Zen 5 is delayed (per MLID leak), and Intel is laser focused on its core business, next 18 months should be interesting.

MLID can be right at times, but he's unreliable to the point that I can't take anything from him seriously.

 

[scottslayer]

MLID can be right at times, but he's unreliable to the point that I can't take anything from him seriously.

Unfortunately that is what happens when most of your "leaks" come from Twitter and cold calling staff at manufacturers or BestBuy/MicroCenter