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tooLongInEDA's latest activity
T
Perhaps I'm being too simplistic (in working straight off percentages rather than actual values), but don't we need to normalise the...
Wednesday at 10:55 AM
T
Interesting charts.
This suggests that the most profitable parts of the industry are "Design" and "Equipment and Tools". That makes...
Wednesday at 10:41 AM
T
An overview of last quarters result
CLAUS AASHOLM
APR 16, 2024
The state of the semiconductor foundry market is key to understanding...
Wednesday at 10:26 AM
T
In some ways it seems surprising that TSMC inventory should be lower. Since they have the most advanced processes (with the most metal...
Wednesday at 2:30 AM
T
This is really awesome information!
What’s the Y axis for the Foundry Inventory chart? % of sales or something?
Tuesday at 8:48 AM
T
Part of being a shareholder is assessing and accepting the risks of the company and business in question.
It is hardly news or...
Sunday at 9:08 AM
T
About as much credibility as a Wall Street analyst's stock ratings during the 2000 tech bubble. File under "advertisement".
Picking a...
Apr 11, 2024
T
That really should be "person" Arthur - you're momentarily forgotten the Intel diversity stuff !
Two immediate thoughts:
1) Can anyone...
Apr 10, 2024
T
I think the Broadcom Tanzu reference relates to VMWare - so not hardware. More Broadcom working with Google to make sure it runs their...
Apr 9, 2024
T
A good marketing team is vital in making sure you have the correct products to sell.
And products don't sell themselves. Bill Davidow...
Apr 8, 2024
T
https://clausaasholm.substack.com/p/intels-mountain-to-climb
Apr 8, 2024
T
Very useful chart (perhaps we could do with more of these in some of the comment threads).
Back of a fag packet calculation:
So...
Apr 8, 2024
T
historically the price was allocated cost from manufacturing. The allocated cost from process development went to product groups also...
Apr 8, 2024
T
There appears to be some concensus here than N2 is denser than 18A. But is that by enough to offset the increased process complexity...
Apr 4, 2024
T
Reading the latest comments on one of the other current IFS threads, the single biggest issue seems to be that Intel's effective fab...
Apr 3, 2024