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The upcoming event:
https://www.intc.com/news-events/ir-calendar/detail/20251203-ubs-global-technology-and-ai-conference-updated
Dec 1, 2025
B
"Compared with TSMC, Intel is reportedly offering salaries that are 20–30% higher while providing a workload that is roughly half as...
Dec 1, 2025
X
Why not? Just look at what they are doing it now?
I think what they would do:
1. Not let him leave the country
2. Then convince him not...
Dec 1, 2025
B
He was appointed by god to save Intel, but it could not be saved because of the government heathans. But god works in mysterious ways...
Dec 1, 2025
M
I am just telling you they will not break even in 2027. Fab 52 isnt even fully loaded at the end of 2026. Fab62 is not tooled out in...
Dec 1, 2025
D
IIRC, John Pitzer again reiterated that they expect to break even exiting 2027 at an investor conference recently on operating profit...
Dec 1, 2025
M
Lol Kevin zhang oversaw 10nm sram test chip failure at AD for A and B steppings and he is not involved in process
Dec 1, 2025
M
So you are saying that the Taiwan government would block someone from leaving the country because they could help an American company...
Dec 1, 2025
M
OK. lets see what the external revenue and margin looks like in the next couple years for IFS. Intel has the 5 year forecast already and...
Dec 1, 2025
S
I give it another week for cadence news. The goal for NV is promoting GPU instead of one of the top two EDA companies.
Dec 1, 2025
S
Jensen really is putting his money where his mouth is. I wonder if Cadence will be next? People tend to treat Synopsys and Cadence...
Dec 1, 2025
D
I forgot to add adoption of High NA EUV early to the list. Experience of early adoption of High NA EUV & learnings most likely will help...
Dec 1, 2025
K
Thanks. Useful to read the article (though not convinced it should be reposted like that). And the correction about the late projects...
Dec 1, 2025
D
Come on, this is not true at all.
Things that have changed for Intel Foundry since 2021,
- Successfully caught up to TSMC on node...
Dec 1, 2025
X
I think Wei-Jen Lo also sensed the current political climate in Taiwan. If he had informed TSMC that his next destination was Intel, the...
Dec 1, 2025