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lets be real. if Intel's GPU/AI chip is in demand like Nvidia. Intel will totally go all in on it like Nvidia but Intel's offering for...
Jan 16, 2026
I wouldn't assume Taiwan couldn't defend itself. They have a fairly large military for their size, and islands can be notoriously...
Jan 16, 2026
S
They may, indeed, make that choice. However, I would caution against setting expectations based on Intel's past behavior. Intel has...
Jan 15, 2026
F
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
F
In June 2024, Intel’s then CEO, Pat Gelsinger, said during an interview in Taiwan:
"Q: Intel's foundry business has suffered huge...
Jan 15, 2026
F
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
F
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
F
Zinsner said Intel 7 cost and 18A cost are the same a while ago... things didnt work out like he planned.. Lets see what he says next...
Jan 15, 2026
F
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
F
My understanding was that there wasn't just one problem, it was a combination of aggressive design rules (physical and electrical) plus...
Jan 15, 2026
A
They may, indeed, make that choice. However, I would caution against setting expectations based on Intel's past behavior. Intel has...
Jan 15, 2026
F
You are correct.
Some issues
1) at least as of 3 years ago, There were LTD process integration people at Intel who said the process was...
Jan 15, 2026
2025 Financial Highlights
Jan 15, 2026
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
In June 2024, Intel’s then CEO, Pat Gelsinger, said during an interview in Taiwan:
"Q: Intel's foundry business has suffered huge...
Jan 15, 2026
Xebec reacted to soAsian's post in the thread "AMD & NVIDIA Abandoned This Segment" | Intel Arc GPU Factory Tour with Sparkle with
Like.
lets be real. if Intel's GPU/AI chip is in demand like Nvidia. Intel will totally go all in on it like Nvidia but Intel's offering for...
hist78 replied to the thread TSMC 2025 Fourth Quarter Earnings Conference.2025 Financial Highlights
