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T
Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027
There have long been market rumors that Intel could...
Nov 28, 2025
B
Not sure whether TSM/Taiwan chose the timing deliberately due to Apple 18A news. The capital market is not taking anything from the drama.
Nov 28, 2025
D
I think everything related to leading edge manufacturing
I doubt DoD will fully rely on TSMC
Nov 28, 2025
D
Intel has a "Trump Card" for CC Wei :ROFLMAO:
Nov 28, 2025
D
Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027
There have long been market rumors that Intel could...
Nov 28, 2025
INTC is almost 9% higher today. WJL news being the only somewhat significant Intel related news over Thanksgiving, one has to wonder if...
Nov 28, 2025
Yep, as opposed to the criminally bad coverage on The Motley Fool (via Yahoo). In it, they claim (exact quote): "TSMC is suing Intel for...
Nov 28, 2025
X
I guess that’s a good excuse for not breaking even, as making IFS viable could be beneficial to the valuation. I remember DZ saying on...
Nov 28, 2025
X
Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027
There have long been market rumors that Intel could...
Nov 28, 2025
X
Napkin math:
Given M4’s ~160mm2 size and just defaults for yield on semi analysis’s tool we get 318 good dies per wafer.
If Intel were...
Nov 28, 2025
X
Not sure whether TSM/Taiwan chose the timing deliberately due to Apple 18A news. The capital market is not taking anything from the drama.
Nov 28, 2025
IP theft is like any other type of theft; it may or may not involve defense related products or technologies. The national security...
Nov 28, 2025
M
Uh there was another announcement today :ROFLMAO: :LOL: :ROFLMAO: :LOL:
Nov 28, 2025
M
Great Info. Intel needs to start small and no one would commit major line to Intel.
Couple notes:
Assuming Intel gets some customers...
Nov 28, 2025
K
Napkin math:
Given M4’s ~160mm2 size and just defaults for yield on semi analysis’s tool we get 318 good dies per wafer.
If Intel were...
Nov 28, 2025