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L
I think you are confounding two separate issues here. The negative effect of Copy Exact have to do with what happens after the...
Jan 15, 2026
If my observation of Intel’s past behavior is accurate, I expect the company to attribute as many costs and expenses as possible to IFS...
Jan 15, 2026
B
Simply amazing. Congratulations to CC Wei and every single TSMC employee. Enjoy those bonuses!
"TSMC deployed 305 distinct process...
Jan 15, 2026
B
My impression is that they’re actually technically pulling it off with all these at once (Panther Lake and Clearwater Forest is proof)...
Jan 15, 2026
B
In addition, it is my understanding there were cultural issues where anyone who tried to point out issues and/or offer alternative...
Jan 15, 2026
M
10B is still peanuts in this business in my humble opinion. Creating a capital intensive business under the assumption of unlimited gov...
Jan 15, 2026
B
So they dont use AMTC in Dresden anymore?
I didnt they had been making their own masks for over 20yrs
Jan 15, 2026
B
Is there going to be any trickle down?
Jan 15, 2026
B
When I mentioned whether any Intel acquisitions achieved “big success,” I was thinking those that delivered big and measurable results...
Jan 15, 2026
S
Upto Intel where they want it to be.
Well for the first part of question it will be obvious answer of Intel 7 product being a better...
Jan 15, 2026
M
How does rapidus provide a economical process at 2nm to compete with this without going bankrupt? They don't have the scale to sustain...
Jan 15, 2026
S
My impression is that Copy Exact! is the fatal flaw that ties Intel hands when the fabs take a transfer from Portland and it flops. And...
Jan 15, 2026
S
Mobileye is yet to take off fully it's too soon to judge other than that I agree they have botched every M&A.
Jan 15, 2026
A
I think you are confounding two separate issues here. The negative effect of Copy Exact have to do with what happens after the...
Jan 15, 2026
S
The funny thing is, even if Intel knows that trying to do 'dibs and dabs' together is what made them stumble before, they still have to...
Jan 15, 2026
hist78 replied to the thread Lip-Bu Tan Update on 18A and 14A.If my observation of Intel’s past behavior is accurate, I expect the company to attribute as many costs and expenses as possible to IFS...
Like.
Simply amazing. Congratulations to CC Wei and every single TSMC employee. Enjoy those bonuses! "TSMC deployed 305 distinct process...