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Impose semiconductor tariffs. PG reiterated this point, which I tend to agree with.
Jan 9, 2026
Trump recently mentioned in the press China taking Taiwan. Lip-Bu could certainly comment on that. I could not think of a better...
Jan 9, 2026
There is no "another USG investment in Intel" that I saw? did i miss it???
LBT is the deal maker. Stock more than Doubled since he took...
Jan 9, 2026
When you play the political game, you have these meetings to discuss
1) What does trump want from Intel: Committment to America First...
Jan 9, 2026
There is no "another USG investment in Intel" that I saw? did i miss it???
LBT is the deal maker. Stock more than Doubled since he took...
Jan 9, 2026
The most unlikely bromance I can think of...
Jan 9, 2026
M
I have been to the site a number of times. Lots of room to expand around there. I am a HUGE fan of what TSMC has done!.
Right now...
Jan 9, 2026
K
A single remark from Jensen Huang was enough to jolt the global storage market. During his CES keynote, the Nvidia CEO described a new...
Jan 9, 2026
M
No sure I agree. What intervention do you think Intel wants?
Jan 9, 2026
I think #2 is critical. Intel has some issues, very serious ones. Lip-Bu Tan and Intel want U.S. government intervention.
Jan 9, 2026
Company now owns more than 2,000 acres in Arizona to meet AI demand
Taiwan Semiconductor Manufacturing Co. won additional land south...
Jan 9, 2026
Don't know, we only use HD libraries -- HP libraries are faster but also less efficient (partly because density is lower so interconnect...
Jan 9, 2026
M
When you play the political game, you have these meetings to discuss
1) What does trump want from Intel: Committment to America First...
Jan 9, 2026
I'm wondering what Trump and Lip-Bu Tan were hoping to achieve through this meeting. A policy change? A mega merger or buyout to save...
Jan 9, 2026
D
Don't know, we only use HD libraries -- HP libraries are faster but also less efficient (partly because density is lower so interconnect...
Jan 9, 2026
Daniel Nenni replied to the thread Yet another Trump - LBT meeting.Trump recently mentioned in the press China taking Taiwan. Lip-Bu could certainly comment on that. I could not think of a better...
There is no "another USG investment in Intel" that I saw? did i miss it??? LBT is the deal maker. Stock more than Doubled since he took...
Like.
A single remark from Jensen Huang was enough to jolt the global storage market. During his CES keynote, the Nvidia CEO described a new...
hist78 replied to the thread Yet another Trump - LBT meeting.I think #2 is critical. Intel has some issues, very serious ones. Lip-Bu Tan and Intel want U.S. government intervention.