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T
The fact that it takes time to build infrastructure is a common problem not only in the United States but in every country.
Even China...
Dec 23, 2025
T
In the US, it takes a long time to get infrastructure improvements approved and built.
The primary impediment to infrastructure...
Dec 23, 2025
T
What happen to the market driven capacity increases?
What was holding back the improvements in the infrastructure in the US?
Dec 23, 2025
T
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 23, 2025
T
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 23, 2025
T
I do as well. I am unsure about it having HNA-EUV but they can do a layer or two and still claim first to HNA-EUV. 18A was certainly a...
Dec 23, 2025
T
Aren't yield improvements usually calculated at the compounded rate? Otherwise you would have to know the original yield, which is...
Dec 23, 2025
T
Meanwhile AI GPU is missing is Jaguar Shores gonna launch?
Dec 23, 2025
T
I like the 14A confidence.
Dec 23, 2025
T
16. December 2025 06:06 Samir Bashir
Intel took the stage at the Barclays Global Technology Conference 2025 to dive deep into the...
Dec 23, 2025
I do as well. I am unsure about it having HNA-EUV but they can do a layer or two and still claim first to HNA-EUV. 18A was certainly a...
Dec 23, 2025
F
Compounded makes more sense actually. Otherwise it would be negative more than two months ago.
Dec 23, 2025
F
Aren't yield improvements usually calculated at the compounded rate? Otherwise you would have to know the original yield, which is...
Dec 23, 2025
B
I think if we let nVidia and AMD have free rein, it will indeed slow down their local efforts very, very significantly. While the...
Dec 23, 2025
Complete nonsense. I was wondering where this came from but I now see it was from Trendfarce.
It is not clear to me that fabless...
Dec 23, 2025
Like.
In the US, it takes a long time to get infrastructure improvements approved and built. The primary impediment to infrastructure...
Daniel Nenni replied to the thread Intel at Barclays 2025: Roadmap, manufacturing, demand and margins under pressure.I do as well. I am unsure about it having HNA-EUV but they can do a layer or two and still claim first to HNA-EUV. 18A was certainly a...