Intelrick

Long Intel

[Intelrick @Intelrick]

If that OEM hiring wave appears, that’s a much bigger signal.

It would suggest the project is moving from “get the fab ready” toward actual process-tool install/qualification.

That’s when I’d start paying much closer attention to the Ohio production timeline. $INTC

(3/3)

[Intelrick @Intelrick]

$INTC Ohio hiring signal: The mix is moving downstream: construction/MEP → electrical/I&C → systems completion → CSU/commissioning → turnover.

My read: Ohio is progressing toward tool readiness. (1/3)

[Intelrick @Intelrick]

But the key signal is still missing: equipment suppliers.

I’m watching for $LRCX, $TEL , and $KLAC to start building real New Albany teams: install engineers, FSEs, customer engineers, process support + site leadership.

That hasn’t shown up meaningfully yet. (2/3)

[Intelrick @Intelrick]

So my takeaway from all this isn’t simply “Intel is hiring.” You can almost see the manufacturing cycle through the hiring:
- Oregon = process/technology work
- Arizona = ramp/HVM
- NM = packaging/output
- Ireland = equipment going in
- Ohio = getting the fab ready
(7/7)

[Intelrick @Intelrick]

- NM looks like qualification + packaging/production.
- Ohio is still mostly construction, electrical, commissioning and turnover - but with increased hiring intensity. (6/7)

[Intelrick @Intelrick]

The other sites are interesting too:
- Ireland is hiring install engineers, install coordinator, FSEs and field-service leadership. That looks like equipment going in
- Arizona is showing more process/application/customer engineering
(5/7)

[Intelrick @Intelrick]

What I find interesting is that these aren’t all maintenance jobs. A lot of the newer roles are closer to process work: qualification, DOE, process optimization, supporting leading-edge equipment, etc. (3/7)

[Intelrick @Intelrick]

Could just be 18A ramp/yield work. But given Hillsboro’s role in process development, I’m also wondering how much of this is 18A-P / 14A related.

No way to prove that from job postings yet. But definitely something I’m watching. (4/7)

[Intelrick @Intelrick]

Oregon caught my attention. $LRCX has been steadily adding people in Hillsboro for weeks. It started with field service hiring, but then came Field Process, Product Support, managers, senior managers. $AMAT is adding Process Support / Customer Engineering too. (2/7)

[Intelrick @Intelrick]

I've been tracking hiring on $INTC for the last few weeks - not just Intel, but $LRCX, $AMAT, $KLAC, $TEL, Bechtel and some of the trades around the fabs. Starting to see an interesting pattern. The signal isn’t really the number, but the kind of people are being hired (1/7)

[Intelrick @Intelrick]

@insane_analyst Why so little love for Hock Tan?

[Intelrick @Intelrick]

@insane_analyst how about AVGO?