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  1. hist78

    New Intel CEO

    Can you please post your opinions directly on Semiwiki instead of constantly directing people to your Twitter/X account? I understand that you want to build more followers on X and gain higher relevance in Google search, but this makes the Semiwiki forum less efficient and less valuable. I...
  2. hist78

    New Intel CEO

    Wait a second. I just checked the calendar, and today is March 13, 2025, the third decade of the 21st century. Are we seriously thinking that the IDM model, in leading-edge logic semiconductors, will suddenly work at Intel today, after the entire semiconductor industry has transitioned to the...
  3. hist78

    Tech war: China leads US in quantity, quality of semiconductor research, report finds

    It’s possible that a consortium of US fabless companies will band together to support Intel Foundry. However, they will likely demand that Intel spin off its Foundry division. Otherwise they would be using their own shareholders' money to save a competitor (Intel IDM).
  4. hist78

    The 18A pilot line officially began operations at the Arizona Fab

    What a relief for TSMC! :)
  5. hist78

    New Intel CEO

    Intel's corporate culture is important, but its IDM business model is the fundamental problem. I believe the right business model can shape an appropriate corporate culture and ultimately determine success or failure. A flawed business model will lead to countless poor strategies and misguided...
  6. hist78

    New Intel CEO

    "Intel's decision to appoint Lip-Bu Tan as CEO signals a strategic pivot toward strengthening its position in semiconductor design and foundry services. " No kidding 🤔 What else does Intel do?
  7. hist78

    New Intel CEO

    A message from Lip-Bu Tan, Intel Chief Executive Officer Team, I’m humbled and honored to be your next CEO. Intel is a company I have long admired. Since I was a child, I have been captivated by the power of science, technology and engineering — and Intel’s innovation has been at the heart...
  8. hist78

    Breaking down computer chip giant's $100 billion expansion in Arizona

    You don't miss too much. Every party in this arrangement can claim a victory. What a Wonderful World!
  9. hist78

    New Intel CEO

    I'm wondering about his strategy for Intel Foundry. I really respect his courage in taking the Intel CEO job because there are mountainous tasks ahead of him.
  10. hist78

    Exclusive: TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say

    Between Intel Arizona fab 42 and 52 there's about 10 years hiatus while TSMC constantly building new fabs and bringing new ones online. It's hard for Intel to keep internal or external resources and skills if there is a 10-year gap.
  11. hist78

    Exclusive: TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say

    Yes, Pat Gelsinger retired, but the damages are there to stay. Intel's problem cannot be solved with a $5 or $10 billion cash injection, especially since the money belongs to TSMC shareholders, not just some of TSMC's executives.
  12. hist78

    Samsung's foundry market share shrinks in Q4, gap with TSMC widens

    "Given the current geopolitical FUD, the chip companies will push hard on getting a 2nd trusted foundry option here in the United States and that is Intel Foundry, absolutely." TSMC's $165 billion fab projects in Arizona along with additional fabs in Japan and Germany are making this concern...
  13. hist78

    Exclusive: TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say

    To me, it's about business sense and shareholders' interests. When Intel first placed an order with TSMC around 1989–1990, it recommended approximately 100 improvements that TSMC needed to make, but it did not share any manufacturing technology with TSMC. At the time, Intel was already a...
  14. hist78

    Exclusive: TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say

    I had a chance to speak with an investor relations manager from a major corporation last summer. She told me that TSMC has a very strong government relations team, which is much stronger than her company's. Currently, TSMC's US government relations team is led by Peter Cleveland, Senior Vice...
  15. hist78

    Exclusive: TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say

    Talk, talk, talk, and talk... TSMC has plenty of time to talk and entertain some good or bad ideas.
  16. hist78

    Will the "hybrid" core approach be used in the future to minimize excess x86 baggage?

    Did Intel stop supporting 16-bit natively with the Lunar Lake?
  17. hist78

    My iPhone 16 Pro Max Dropped in the Water Miracle Story

    That's great for you and for him.
  18. hist78

    My iPhone 16 Pro Max Dropped in the Water Miracle Story

    It should be very dark at the bottom of the harbor. How did he/she find it?
  19. hist78

    Panther lake delay?

    I think Intel's new strategy right now is to do everything to improve Intel Product Division's product offerings and profitability, using both Intel Foundry and TSMC. Profitability and Intel product competiveness are first priority, even if that means using TSMC's fabs or cut back Intel...
  20. hist78

    It's official: Intel will continue outsourcing up to 30% of its wafer production to TSMC

    No doubt Intel will continue investing in Intel Foundry. However, the urgent issue is Intel's lack of products in high-demand areas, which has been causing its deteriorating financial situation. Intel's new strategy is to improve the profitability and product offerings of the Intel Product...
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