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F
They did not update their LinkedIn. My Taiwanese friends who jumped to Intel and were laid off told me Suk Lee and Micheal Chen were...
Dec 2, 2025
The text said they would break even 'exiting 2027' 'by run rate'. So even at the very end of 2027 they won't be operating profitably...
Dec 2, 2025
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 2, 2025
I'm not a fan of Patrick, he is a bit too Hollywood for me. CC Wei has stated very clearly that TSMC will not have enough leading edge...
Dec 2, 2025
I agree with Moorhead on domestic chip manufacturing development policy. The problem is how to get past the fools in Congress, who...
Dec 2, 2025
I work for one of these guys. The internal message is keep your belts tight now.
Dec 2, 2025
X
The way a senior executive is supposed to defect to a competitor is in 3 steps:
1. “Retire”
2. Spend exactly 1 year at an unrelated...
Dec 1, 2025
K
A good summary from Ian https://open.substack.com/pub/morethanmoore/p/synopsys-and-nvidia-double-down-on
It seems NV's main focus is...
Dec 1, 2025
I'm not a fan of Patrick, he is a bit too Hollywood for me. CC Wei has stated very clearly that TSMC will not have enough leading edge...
Dec 1, 2025
I agree with Moorhead on domestic chip manufacturing development policy. The problem is how to get past the fools in Congress, who...
Dec 1, 2025
L
I agree with Moorhead on domestic chip manufacturing development policy. The problem is how to get past the fools in Congress, who...
Dec 1, 2025
S
Absolutely.
Will be at IEDM too. Perhaps chat more in person
Dec 1, 2025
S
Ian is a great guy by the way. We chat at conferences etc... I will see him at IEDM next week. Very personable and extremely...
Dec 1, 2025
Wow.
They did not update their LinkedIn. My Taiwanese friends who jumped to Intel and were laid off told me Suk Lee and Micheal Chen were...
Xebec replied to the thread Former Intel chief Pat Gelsinger: ‘I’ve been called here for a purpose’.The text said they would break even 'exiting 2027' 'by run rate'. So even at the very end of 2027 they won't be operating profitably...
Like.
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...
Haha.
I agree with Moorhead on domestic chip manufacturing development policy. The problem is how to get past the fools in Congress, who...
Daniel Nenni replied to the thread ANALYST INSIGHT: Why Intel’s Onshore Chip Production Is So Important for U.S. Industrial Policy.I'm not a fan of Patrick, he is a bit too Hollywood for me. CC Wei has stated very clearly that TSMC will not have enough leading edge...