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Given AI will make the rich richer and poor poorer, the US is ripe for this kind of nonsense. Probably when the unemployment rate hits...
Dec 20, 2025
S
Lip-Bu might have a different packaging strategy than Pat did. It is such a low margin business. Personally I would not do packaging...
Dec 20, 2025
Lip-Bu might have a different packaging strategy than Pat did. It is such a low margin business. Personally I would not do packaging...
Dec 20, 2025
I agree Intel is not touching TSMC anytime soon Intel is more focused on filling it's fab without burning too much Capex.
Dec 20, 2025
Intel just signed a deal to outsource some of its future EMIB needs to Amkor. This makes me wonder how much EMIB packaging will actually...
Dec 20, 2025
S
I agree Intel is not touching TSMC anytime soon Intel is more focused on filling it's fab without burning too much Capex.
Dec 20, 2025
S
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
@MKWVentures Fab52 is 40K WSPM according to Naga
Dec 20, 2025
Are you talking about this?: "Chandrasekaran told CNBC that Fab52 is capable of more than 10,000 18A wafer starts per week."
Capable has...
Dec 20, 2025
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
Daniel Nenni replied to the thread Sanders pushes for moratorium on AI data center construction?!?!?!?!.Given AI will make the rich richer and poor poorer, the US is ripe for this kind of nonsense. Probably when the unemployment rate hits...
Like.
Lip-Bu might have a different packaging strategy than Pat did. It is such a low margin business. Personally I would not do packaging...
hist78 replied to the thread Inside Intel’s new Arizona fab, where the chipmaker’s fate hangs in the balance.Intel just signed a deal to outsource some of its future EMIB needs to Amkor. This makes me wonder how much EMIB packaging will actually...