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I'm curious how it will challenge SpaceX in terms of -- which markets these days are open for bidding both American and Chinese space...
Dec 29, 2025
Photo: Reuters
China’s private rocket startup LandSpace is making bold moves to rival Elon Musk’s SpaceX. Earlier this month, the...
Dec 29, 2025
I suspect Arrow Lake's poor sales may have been a partial factor in the 20A cancellation/timing. I can't be sure, but Arrow Lake...
Dec 29, 2025
The previous time Intel went into the foundry business they did not hire correctly. Most of the key people were career Intel and it did...
Dec 29, 2025
Gelsinger clearly believed "if you build it they will come." It was my impression that he believed that building the best transistors...
Dec 29, 2025
According to unreliable sources (Reddit, Wikipedia ... and SemiWiki) Gary Patton, hired in 2019 from Global Foundries after three...
Dec 29, 2025
If you are correct, that level of hubris and lack of industry knowledge is unbelievable. I have attributed it to the IFS group not...
Dec 29, 2025
I definitely don't think AMD will have anything on IFS but Nvidia did like RTX 30 on Samsung 8nm so I wonder why 18A-P or 14A derivative...
Dec 29, 2025
Intel has tried to enter the foundry business several times. Are you referring to the 2012 Intel Custom Foundry initiative?
Intel...
Dec 29, 2025
Did I compare Intel’s behavior under Gelsinger with its behavior under Lip‑Bu Tan?
Dec 29, 2025
M
The previous time Intel went into the foundry business they did not hire correctly. Most of the key people were career Intel and it did...
Dec 29, 2025
S
You do realize that 20A was only going to run some Arrow Lake SKU's? In that case I think it is safe to bet that there were many...
Dec 29, 2025
https://ossa-ma.github.io/blog/groq
"The structure is the story. Traditional M&A would trigger:
CFIUS review (given Saudi contracts)...
Dec 29, 2025
CXMT is currently making 1x and 1z (G3 and G4) DRAM, so any impact to Samsung or SK hynix suggests they are still relying on these older...
Dec 29, 2025
The previous time Intel went into the foundry business they did not hire correctly. Most of the key people were career Intel and it did...
Dec 29, 2025