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K
The shipping of wafers to China is an interruption in an otherwise smooth flow; it would be much easier for them to have a non-EUV flow...
Jan 19, 2026
K
"Xi also stressed the need to push ahead with his anti-corruption campaign, calling for the ruling Communist Party to enforce strict...
Jan 19, 2026
S
"Xi also stressed the need to push ahead with his anti-corruption campaign, calling for the ruling Communist Party to enforce strict...
Jan 19, 2026
D
The OECD's 2025 policy paper, "The Chip Landscape: Geographical Distribution of Wafer Fabrication Capacity," provides a comprehensive...
Jan 19, 2026
B
PE is rear looking.
Jan 19, 2026
L
I'm not sure it matters a lot for my thesis, as long as the difference is not "huge." See dkr1986's reply for that sort of analysis...
Jan 19, 2026
Even though the methods of realization are different, I think it can be said that LBT agreed with Gelsinger's ideas to some extent when...
Jan 19, 2026
They may, indeed, make that choice. However, I would caution against setting expectations based on Intel's past behavior. Intel has...
Jan 19, 2026
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 19, 2026
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 19, 2026
Intel fumbled the ball related to EUV.
Jan 19, 2026
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 19, 2026
No, Gelsinger himself didn't cancel the Larrabee project.
He was in a position to lead the project, and he was in a position to be...
Jan 19, 2026
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 19, 2026
Like.
The shipping of wafers to China is an interruption in an otherwise smooth flow; it would be much easier for them to have a non-EUV flow...
Haha.
"Xi also stressed the need to push ahead with his anti-corruption campaign, calling for the ruling Communist Party to enforce strict...
tomatoma replied to the thread Lip-Bu Tan Update on 18A and 14A.Even though the methods of realization are different, I think it can be said that LBT agreed with Gelsinger's ideas to some extent when...