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S
Just heard on all in podcast and Jason called Bernie out, saying we have reached another level of retardation. I think the comment is...
Dec 20, 2025
S
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
These idiots, for example:
https://www.dsausa.org/
And lest you think this is a fringe group, their congressional members include...
Dec 20, 2025
C
I think you misinterpret decisions required due to failure with poor strategy. No company, including Intel can do what ever it puts its...
Dec 20, 2025
Term limits I definitely agree with.
Dec 20, 2025
B
These idiots, for example:
https://www.dsausa.org/
And lest you think this is a fringe group, their congressional members include...
Dec 20, 2025
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