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M
LBT is actually giving customers what they want. Intel was previously starting negotiations with "we will let you work with IFS, if you...
Jan 12, 2026
N
Qualcomm CEO Cristiano Amon met with reporters at the "CES 2026" event that opened in Las Vegas on the 5th and said , "Among many chip...
Jan 12, 2026
M
FYI: The ITCs (my favorite part of the Chips act) are still in place I believe. Those will drive added investment
That said, Intel does...
Jan 12, 2026
M
GF should acquire IFS. Not the other way around. (and both options have been discussed extensively and in detail for past 6 years)...
Jan 12, 2026
S
Do not underestimate Lip-Bu Tan, Trump and Mubadala. Deals can be made.
Jan 12, 2026
S
Building commodity products in the US? I like to see how that works without heavy subsidy or tariff protection.
Of course, if the...
Jan 12, 2026
S
Building semiconductor manufacturing in the US is an insurance policy. The focus has been on logic since the majority of leading edge...
Jan 12, 2026
Building commodity products in the US? I like to see how that works without heavy subsidy or tariff protection.
Of course, if the...
Jan 12, 2026
B
Building commodity products in the US? I like to see how that works without heavy subsidy or tariff protection.
Of course, if the...
Jan 12, 2026
Building semiconductor manufacturing in the US is an insurance policy. The focus has been on logic since the majority of leading edge...
Jan 12, 2026
Article on Linkedin in says they are breaking ground this week on $100Bn expansion in Upstate New York.
Jan 12, 2026
Breaking ground doesn't mean HVM
Jan 12, 2026
Do not underestimate Lip-Bu Tan, Trump and Mubadala. Deals can be made.
Jan 12, 2026
S
Breaking ground doesn't mean HVM
Jan 12, 2026
S
Not happening cause China
Jan 12, 2026
Like.
Do not underestimate Lip-Bu Tan, Trump and Mubadala. Deals can be made.
Daniel Nenni reacted to bilau's post in the thread Exclusive: Jensen Huang’s Remark Sparks Storage Rally—Phison CEO Responds from CES with