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Not wanting to get into politics here, but Hong Kong was only held by the UK on a 99 year lease which expired in 1997. It most definitely was not a case of "not defending it any more". Legally it had to be returned. The only thing up for debate was the details of how the transition was managed...
It's another idiot headline - seems to be confusing the wafer price with the chip price.
The quality of journalism is at an all time low (IMHO). Articles are full of basic typos. Headlines state the exact opposite of what is in the articles ... . I see this everywhere now. Quantity has exploded...
Completely agree. In TSMC's case, the customers remain big enough and strong enough to keep TSMC honest and on the ball. And TSMC has not hoovered up nearly all the profits in the supply chain as was so often the case with Intel/Microsoft in the PC business. But if leading edge foundry...
It's becoming hard to judge whether these policy announcements are part of some sort of plan or just random ...
But perhaps there is more detail to come out. This is not an "outright ban", but something to be judged on a "case by case basis". So presumably targeted (in theory) at particular...
Can't resist a quibble with this irritating nonsense ... . "Truth" isn't a value. Though integrity might be. Not sure that "human dignity" or "faith" are either. And they certainly aren't universally agreed standards for objective measurement. Is Pat running a business or an NGO now ? He's...
Rather sceptical about those sort of generalisations myself.
It's very common to assume that because someone is an expert in one domain (and may indeed over a period of time appear to be able to predict the future) that their opinions and predictive ability beyond their own field of expertise...
Some of these recent statements do indeed raise some interesting questions about who knew exactly what and when within Intel and whether the relevant information was released to the market at the correct time.
For example, when Zinsner now says "Pat was misled by his managers lying to him" [I...
Fair comment. But, if true, then we have to face the fact that Zinsner saw the ship heading for the iceberg for 3.5 years and did very little to prevent that. Lip-Bu at least resigned. Was Pat Gelsinger really so powerful he couldn't be challenged earlier ? Sure, Pat had a big ego (and mouth)...
Hold on a moment - isn't this the same David Zinsner who's been CFO at Intel for almost 3.5 years during the period where they spectacularly missed their forecasts on a consistent basis ? Why should I believe he's "staid and conservative" and likely to change this record ? Other than the fact...
Is it really quite that simple ? Quite by chance, my son showed me a YouTube video a couple of hours ago about some hot new US finance thing called "private credit" which just happened to mention CoreWeave running into difficulty with interest payments on the non-bank loans it used to buy nVidia...
I read that differently. Assuming those reports are true, then that is substantially the CEO's fault if that behaviour persisted over an almost 4 year period. Besides which, knowing who to believe and sorting signal from noise is (or at least should be) a core management skill.
Again, if those...
It will certainly lead to a redistribution of wealth. I don't see this necessarily results in ordinary Americans losing out - if they no longer need to fork out 20c on the dollar for overpriced healthcare isn't that a win that leaves them with more disposable income for other things ? Obviously...
Quite. The whole proposal is a complete mess. There is no need for a) a holding company (and Intel's recent record in "strategic direction and decision making" doesn't sound like a viable business opportunity) and b) an x86 licencing business unit (there's no significant proven market and...
It would indeed be very interesting to see a back of the envelope (we'll never get this breakdown directly from Intel) ROI calculation on Intel's technology and fab investments since they announced the original Intel 10 (now called 7 IIRC) around 10 years ago. We could then compare that with...
Just read it. I think it's excellent. He seems to really understand the current situation and just what needs to be done.
A few interesting extracts:
We need to get back to our roots and empower our engineers. That’s why I elevated our core engineering functions to the ET. And many of the...
Not remotely close enough to Intel to comment on the effect on morale. But looking from outside, I'm slightly surprised that a US company could make 35-40% staff cuts through only voluntary redundancies. This will doubtless sound a little callous, but part of me is saying that we'll know Intel...
And we (Reading) are entitled to beat Arsenal, but it still hasn't happened - I believe we're currently 0-14 against you. Despite you giving us a 4-0 headstart in the League Cup in 2012. You'll win the PL before 2050 though - and at some point we'll be back up there to help you do it.
But we're...
If it did, they have no chance.
But this is just such self-evident nonsense.
When - for example - was Intel ever even 2x better than AMD (or vice versa) ? I'd be surprised if the gap (on production cost or peformance) was ever much over 50% for more than a few months. 10x might be possible in...
