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A
The more money they spend buying imports allow less money for developing home grown solutions and the more money foriegn companies make...
Dec 24, 2025
A
I think it could be a 'wash' in terms of slowing them down.
China developed it's own WiFi standards, a few years after using 'foreign'...
Dec 24, 2025
S
we don't know their binning strategy as well and MP has already started in Fab 52
Dec 24, 2025
C
I think it is compounded. Should be well above 50% now given the rumor of ~30% in early 2025 and 7% yield improvement per month. We have...
Dec 24, 2025
A
In the near future we will have autonomous AI that will operate on its own handling many tasks in the background without us even knowing...
Dec 24, 2025
B
Meanwhile AI GPU is missing is Jaguar Shores gonna launch?
Dec 24, 2025
B
I like the 14A confidence.
Dec 24, 2025
B
16. December 2025 06:06 Samir Bashir
Intel took the stage at the Barclays Global Technology Conference 2025 to dive deep into the...
Dec 24, 2025
S
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
J
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
M
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
TSMC is not the only company that can provide advanced packaging. Intel is not the only company with EMIB like process.
But the GPU is...
Dec 23, 2025
The internal volume still counts for something. Not external revenues, obviously, but it might be indicative of the capacity...
Dec 23, 2025
Intel needs more wafer starts plain and simple, either external customers or internal pulling more wafer starts back from the other...
Dec 23, 2025
Foundry is external business. Intel External wafer foundry is not top 15 today. Intel external packaging is not top 10 today. The data...
Dec 23, 2025
Like.
I think it could be a 'wash' in terms of slowing them down. China developed it's own WiFi standards, a few years after using 'foreign'...
tomatoma reacted to MKWVentures's post in the thread Inside Intel’s new Arizona fab, where the chipmaker’s fate hangs in the balance with