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Intel was once the world’s largest semiconductor company, but its market cap plummeted in recent years as the chipmaker fell behind...
Dec 20, 2025
Yes, at least 2 EXE:5000 development systems are in Oregon and the EXE:5200 production system is mostly likely there too.
The HNA field...
Dec 20, 2025
Yes, at least 2 EXE:5000 development systems are in Oregon and the EXE:5200 production system is mostly likely there too.
The HNA field...
Dec 20, 2025
Intel got the first EXE:5000, that is a development machine and they received at least one more EXE:5000. Now they are starting to get...
Dec 20, 2025
That was Pat's claim along with his 5NY4 nonsense.
If you include internal customers, as Samsung does, Intel Foundry is already #2...
Dec 20, 2025
Slowing AI is not possible and anyone who tries will fail and their country will fail. It reminds me of the climate change issue. If...
Dec 20, 2025
We definitely have a mature node semiconductor manufacturing bubble coming up. China has been over buying equipment for many years now...
Dec 20, 2025
I really hope not!! That level of Cap Ex spend would bury the globe in an unprecedentedly high level of excess capacity ... no amount...
Dec 20, 2025
M
I really hope not!! That level of Cap Ex spend would bury the globe in an unprecedentedly high level of excess capacity ... no amount...
Dec 20, 2025
If my paternal grandmother were still alive, and she read your post, Dan, she would be furious with you, and probably create a userid...
Dec 19, 2025
B
Other than Donny buying parts of US Companies with Taxpayer money.
Who else in US politics is advocating Nationalising anything?
Dec 19, 2025
B
If my paternal grandmother were still alive, and she read your post, Dan, she would be furious with you, and probably create a userid...
Dec 19, 2025
S
They have enough money to take a look into every technology but not enough money to invest into every technology.
Dec 19, 2025
S
Yes, at least 2 EXE:5000 development systems are in Oregon and the EXE:5200 production system is mostly likely there too.
The HNA field...
Dec 19, 2025
S
I thought the target was the 2nd largest external foundry by end of decade did it change?
Dec 19, 2025