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So do you think Intel wafer cost is higher or lower than TSMC's, or at least be more competitive than TSMC?
Jan 18, 2026
K
Apple started with Samsung Foundry but did the exclusive TSMC partnership at 20nm. This was a big deal for TSMC and changed how they do...
Jan 18, 2026
K
Re: TSMC and Apple
Was that the real pivot, or was it when Steve Jobs was still around and bought PA Semi? Once Apple went down the...
Jan 18, 2026
K
Great read, thank you. It is interesting to give full credit to Tim Cook but as an insider I know it was his team who did it. The same...
Jan 18, 2026
S
Bob swan made the decision what was right according to him he can't fix Intel foundry so he decided to shut it down.
Well i am pretty...
Jan 18, 2026
K
They may, indeed, make that choice. However, I would caution against setting expectations based on Intel's past behavior. Intel has...
Jan 18, 2026
L
After the 10 nm debacle and particularly how it was handled internally it strikes me as entirely logical.
I believe CFO prior to the...
Jan 18, 2026
E
So if Ukraine had nukes would RU attack?
Jan 18, 2026
Taiwan was developing nukes in the 1970s and 1980s but the US opposed it. We probably regret that now. Taiwan having nukes could give...
Jan 18, 2026
S
They also said they are unsure about where this would stand they are currently at 30% would they keep at 30% or it would be more like...
Jan 18, 2026
I
I don't get it if we are so worried about China taking over Taiwan, why don't we sell a few nukes to Taiwan, so Taiwan can bomb Beijing...
Jan 18, 2026
F
They do not but China could block it, much like the blocked Tower Semi acquisition. The difference here being that the US Government is...
Jan 18, 2026
Are we really sure that Intel Foundry’s wafer costs are lower than TSMC’s? When we consider all the direct and indirect cost tied to...
Jan 18, 2026
B
US is busy making a ton of enemies. It almost seems intentional at this point.
Jan 17, 2026
S
You obviously didn't read my post quoting Google. The deal between Google and Anthropic is for TPUs in Google Cloud.
There is...
Jan 17, 2026
hist78 replied to the thread Lip-Bu Tan Update on 18A and 14A.So do you think Intel wafer cost is higher or lower than TSMC's, or at least be more competitive than TSMC?
Like.
Apple started with Samsung Foundry but did the exclusive TSMC partnership at 20nm. This was a big deal for TSMC and changed how they do...
Taiwan was developing nukes in the 1970s and 1980s but the US opposed it. We probably regret that now. Taiwan having nukes could give...