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Does this make sense ? INTC at around $20 today and most of the bad news is surely already priced in. If you believe in the LBT turnaround story, how's the stock going down 100% before that kicks in ? Convesrsely, if it goes down to $10, doesn't that imply the turnaround strategy as currently...
Why should that help Intel ? Doesn't the same logic implies that all US semi companies should relocate to Asia (Apple, nVidia, Qualcomm, etc) ? And yet the US doesn't seem to have too much trouble pulling in top talent from all over the world to staff up these companies. The success of companies...
Welcome clarity. Though increasingly obvious that Intel products just don't have the volume to justify many more future nodes, it needed saying in public at some point.
What is also notable here is that there is no mention whatever of the CHIPS Act, government subsidies or US national security...
Hold on - how does this headline make any sense ? SanDisk has annual sales of less than $8bn. And yet they were somehow expected to be investing in a $55bn wafer fab. I feel I must be missing something ...
Indeed, as a proportionally very small user of copper operating in a high margin business, I doubt the semiconductor industry has anything to worry about. They'll always be able to pay more than almost any other group of users. And could probably survive off recycled copper alone.
I disagree. Hard work is necessary. But never sufficient. You have to do something different to change the rules to overtake. Creative innovation matters. You almost never see dramatic lead changes in marathon races - when someone goes off the front, they almost always stay ahead and win...
Surely there isn't a "scalable minimum" at 14A and below (and hasn't been for a long time). The capital and effort needed is so large that you can only do this at scale - it's all or nothing and if your in-house demand is too low, it's simply unviable. I don't recall any semi company ever...
We know they are not.
We saw exactly the same in the telecoms tech bubble around 2000 when someone memorably noted that Wall Street stock analyst reports would better be labelled as paid advertising for their banking clients.
Elon Musk has been making price-sensitive public announcements for...
“We have received feedback that our decision-making is too slow, our programs are too complex, and our competitors are moving faster.”
Surely they've known for well over a decade and just chosen to ignore the consequences - too many people thought it didn't matter enough for too long.
On the...
Hold on a moment. Just checking over some basic numbers here. TI's annual sales appear to be running about $70bn. So perhaps $60bn isn't totally off the scale. Depending on how many years it's spread over.
But ... TI currently has around 34K employees worldwide. And this new plan will...
Lip Bu has been hired precisely because he isn't a "maximum airtime" showman. And it's the people working for him who own the product leadership plans. He can't do it all on his own - and nor should he. He needs to build a strong team with a range of personalities (which may well include some...
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...
