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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 22, 2025
L
The internal volume still counts for something. Not external revenues, obviously, but it might be indicative of the capacity...
Dec 22, 2025
btw, You can click on your profile, "edit" to use this icon if you wanted, full time.. :)
Dec 22, 2025
M
The Intel AZ site, fully equipped is certainly capable of 10k per week. Fab52 alone? Not remotely possible.
Dec 22, 2025
S
The Intel AZ site, fully equipped is certainly capable of 10k per week. Fab52 alone? Not remotely possible.
Dec 22, 2025
B
Foundry is external business. Intel External wafer foundry is not top 15 today. Intel external packaging is not top 10 today. The data...
Dec 22, 2025
M
Foundry is external business. Intel External wafer foundry is not top 15 today. Intel external packaging is not top 10 today. The data...
Dec 22, 2025
B
What happen to the market driven capacity increases?
What was holding back the improvements in the infrastructure in the US?
Dec 22, 2025
Totally disagree with Pat on selling chips to China. Cleary China has gotten chips through black or grey markets and now they are making...
Dec 22, 2025
Former Intel CEO Pat Gelsinger discusses the U.S.-China race for A.I. chip dominance, the proposed Safe Chips Act and more on 'Maria...
Dec 22, 2025
B
Given the forecast, sense of urgency is probably not lacking in all three of them.
Hynix should have M15X coming on-line soon and...
Dec 22, 2025
F
They'd need the gate all around nano-sheet and buried power rails. Must be the truly secret development.
Dec 22, 2025
Great question. It's not PCIe or NVMe that was the limiting factor, it was the less than stellar performance of Intel's Optane SSD...
Dec 22, 2025
S
Mr. Blue, I like your winning attitude.
Assuming the rumors are true that Trump is willing to invest $60B in Intel under the condition...
Dec 21, 2025
S
Admittedly I have not been to China since COVID but when I was there I worked with hardworking, intelligent and rational people who...
Dec 21, 2025