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MKWVentures's latest activity
M
I think Malaysia (and Singapore) are great places to expand Semi manufacturing. I would recommend companies locate in trade friendly...
Mar 19, 2024
M
Price sensitive.... LOL. Jensen said the first board costs 10B .... but the second board only costs 5B....
He was only exaggerating a...
Mar 19, 2024
M
Wow. This is a amazing presentation.
Mar 18, 2024
M
I'm still happy that semiconductor coverage is a top priority for media channels, even though they get it wrong most of the time. The...
Mar 17, 2024
M
That is all out there in interviews Pat has done and the earnings calls that happened during the twilight of BS’ tenure as CEO. I just...
Mar 16, 2024
M
There will be probably be more changes from Intel's previous public announcements coming in the future. just a guess LOL
Mar 16, 2024
M
After 7nm was delayed in 2020 then CEO Bob Swan said he was considering going external. Later on they talked about how they were...
Mar 15, 2024
M
Good info thanks! Thanks for sharing that Info publicly. If Intel shows that 18A and Intel 3 deliver on time and are cost effective...
Mar 15, 2024
M
Not sure what pre-existing commitments are... It will be over 3 years from initial plans for Arrow lake when it launches in 2H 2024 as...
Mar 15, 2024
M
Back to original comment: Is Powervia a major differentiator? Are people making decisions based on it? If so when will TSMC have it for...
Mar 13, 2024
M
Timing of request. Plus trade restrictions and export licenses are often not related to facts about national security or technology ...
Mar 13, 2024
M
You mean that PowerVia is optional? Can a customer create a 18A chip without it?
Mar 12, 2024
M
I think you are spot on. I think Keyvan's presentation supports you on that.
Again: i would suggest we get 18A wafers out of F52...
Mar 12, 2024
M
Desktop and laptop CPU sales and some client I/O chips (like for wireless), which are the major drivers of Intel fab wafer volumes, are...
Mar 12, 2024
M
couple items: Intel has no plans to spend 100B in Ohio. the PLAN is 2 fabs. Intel currently is not fully loaded and is building F-52...
Mar 12, 2024