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Perhaps. But some thoughts
1) Intel looked at EUV before most other companies. They had it in development for a long time
2) the 10nm...
Jan 13, 2026
B
Intel is in the process lead today with 18A in HVM and 14A fast following. Unfortunately, for the foundry business it is not all about...
Jan 13, 2026
S
i thought it was related to industry 1st contact on gate structure
Jan 13, 2026
K
I think there's even a more general message - transformer-based inference needs a whole different way at looking at memory and storage...
Jan 13, 2026
S
10nm failure was cobalt, that's why it was walked back in subsequent nodes.
Jan 13, 2026
S
Pat did agree to reverse a possible design only course Swan opened and so tried to rescue the company as an IDM+Foundry. Besides...
Jan 13, 2026
S
Intel spent more than any company.... regardless of profit.
the issue historically is that Intel is slow to deliver, and has a high R&D...
Jan 13, 2026
M
The sources are from Korean websites, which are always making up rumours to make Samsung look good.
Jan 13, 2026
M
Again, we see another article from China pushing propaganda. TSMC is a Taiwan-based company with absolutely no connection to China. Keep...
Jan 13, 2026
The “Not TSMC” foundry market does give Intel some potential breathing room. But that market is not reserved for Intel alone.
On mature...
Jan 13, 2026
B
GF got a lot of FAB.
Should INTEL purchase GF what would happen to them , sold off?
What about the INTEL construction in the pipeline...
Jan 13, 2026
January 13, 2026
Plano, Texas, USA
- Integration enables companies to prepare designs and implement robust test strategies early in...
Jan 13, 2026
M
Perhaps. But some thoughts
1) Intel looked at EUV before most other companies. They had it in development for a long time
2) the 10nm...
Jan 13, 2026
M
I combined the analysis for current year net profit over previous year R&D spending into one table and also added AMD data.
From 2014...
Jan 13, 2026
M
This is the fundamental problem. Times change. people need to adapt. Intel did not (well they did in 2020 but Pat reversed the...
Jan 13, 2026