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I am just saying that If Intel Foundry charges market price for 18A wafers to Intel Products, there is not going to be any immediate...
Jan 19, 2026
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 19, 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 19, 2026
I think you are confounding two separate issues here. The negative effect of Copy Exact have to do with what happens after the...
Jan 19, 2026
S
Definitely there ain't no way but it can be good enough to make a a decent profit in their Books unlike Intel 7 which is more important...
Jan 19, 2026
Y
Overcapacity.
I do not share this concern but it is real. Memory prices seem to be a rollercoaster based on supply/demand and market...
Jan 19, 2026
S
Lets see what the intel report out shows in this quarter and next quarter. Not sure all of the impacts and what changes Intel makes. I...
Jan 19, 2026
Overcapacity.
I do not share this concern but it is real. Memory prices seem to be a rollercoaster based on supply/demand and market...
Jan 19, 2026
I thought for sure AI would help the media create legitimate content but clearly it will take more time.
I'm 100% behind the concept...
Jan 19, 2026
So Intel has no value
IDM is a dirty, old-fashioned way of doing things.
Jan 19, 2026
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
Key Points
- Taiwan’s “silicon shield” will remain concentrated on the island for years, analysts say.
- The goal is to bring 40% of...
Jan 19, 2026
A
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 19, 2026
"Micron to buy chip plant for $1.8 billion. Why that raises market concerns."
What exactly are the concerns?
Jan 19, 2026
Micron Technology competes with South Korea’s Samsung Electronics and SK Hynix in the memory-chip sector.© Justin Sullivan/Getty Images...
Jan 19, 2026
I am just saying that If Intel Foundry charges market price for 18A wafers to Intel Products, there is not going to be any immediate...
Like.
Overcapacity. I do not share this concern but it is real. Memory prices seem to be a rollercoaster based on supply/demand and market...
Daniel Nenni replied to the thread Micron to buy chip plant for $1.8 billion. Why that raises market concerns..Overcapacity. I do not share this concern but it is real. Memory prices seem to be a rollercoaster based on supply/demand and market...
tomatoma replied to the thread Lip-Bu Tan Update on 18A and 14A.So Intel has no value IDM is a dirty, old-fashioned way of doing things.
hist78 replied to the thread Micron to buy chip plant for $1.8 billion. Why that raises market concerns.."Micron to buy chip plant for $1.8 billion. Why that raises market concerns." What exactly are the concerns?