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D
How big is big enough? 10k wafer/month?
1 minute ago
M
My point is how would he know? Either way he is wrong.
Intel Foundry has no chance at getting a big customer because they do not have...
Today at 6:49 PM
C
No doubt that Intel was a mess when Pat Gelsinger took over. Also agree Michelle should be fired long ago along with other few ladies...
Today at 6:35 PM
O
There is advancement in lithography despite a monopoly and keep in mind that SMIC is always lurking around to catch up once they develop...
Today at 6:07 PM
D
Actually, that is what is Intel has been doing even before Lip Bu Tan. They have a bunch of small wins for 18A like Amazon & Microsoft...
Today at 4:32 PM
D
Except for Intel 20A cancellation (which affects the direction of the company), the other stuff you mentioned are usually dealt by the...
Today at 4:20 PM
Exactly, thank you, this is the point I was trying to make.
If I was Lip-Bu I would be honest with customers and say we need your...
Today at 3:20 PM
It is really interesting that the EUV litho introduction in leading-edge HVM around 2019 resulted in such a strong shake-out in...
Today at 3:10 PM
D
He just saying these models should be tested rigorously before releasing it to general public. He even mentioned the FDA approval of...
Today at 3:05 PM
It might be prudent to remember how TSMC started in 1987. Not only were they nowhere near the leading edge, they were picking up scraps...
Today at 2:36 PM
X
I was an honest believer in Pat myself; but he also had a lot of execution issues too that shouldn't have happened:
- 13th and 14th...
Today at 2:31 PM
X
What rigorous testing did he specifically ask for that wasn't planned?
Not nonsense to me. Lack of winning strategies in datacenter AI...
Today at 2:22 PM
D
Ah okay, I understand now.
Today at 1:55 PM
D
My point is how would he know? Either way he is wrong.
Intel Foundry has no chance at getting a big customer because they do not have...
Today at 1:40 PM
I was just reading this analysis of capital heavy to capital light investment strategy at a PE firm. They love taking heavy capital...
Today at 1:39 PM
Like.
My point is how would he know? Either way he is wrong. Intel Foundry has no chance at getting a big customer because they do not have...
Daniel Nenni replied to the thread Intel CEO Lip-Bu Tan has a long track record in the chip industry. Now he needs a big customer.Exactly, thank you, this is the point I was trying to make. If I was Lip-Bu I would be honest with customers and say we need your...
user nl reacted to benb's post in the thread Intel CEO Lip-Bu Tan has a long track record in the chip industry. Now he needs a big customer with