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As long as the customers really follow thru and give the wafer agreements one can look clearly at past CapEx and predict the revenue and...
Jan 24, 2026
Smells like a COVID repeat, LOL
Jan 24, 2026
Once behind, everything becomes complicated/difficult. Then, need to compromise and be pragmatic/realistic.
If Customers do not commit...
Jan 24, 2026
D
I have seen estimates on this, I didn't think it was material and OEMs didnt seem concerned.
how many units do you think are being...
Jan 24, 2026
Robbie Whelan Reporter at The Wall Street Journal based in Los Angeles
Lip-Bu Tan took over Intel last March with a mandate to cut down...
Jan 24, 2026
We dive deep into China's memory industry, including its DRAM manufacturing, NAND Flash solutions, HBM, and alternatives to Micron, SK...
Jan 24, 2026
Once behind, everything becomes complicated/difficult. Then, need to compromise and be pragmatic/realistic.
If Customers do not commit...
Jan 24, 2026
N
Once behind, everything becomes complicated/difficult. Then, need to compromise and be pragmatic/realistic.
If Customers do not commit...
Jan 24, 2026
S
The Wall Street Journal has a different take on this 4% issue than I did. They propose it was due to not being able to meet demand for...
Jan 24, 2026
I have seen estimates on this, I didn't think it was material and OEMs didnt seem concerned.
how many units do you think are being...
Jan 24, 2026
S
We dive deep into China's memory industry, including its DRAM manufacturing, NAND Flash solutions, HBM, and alternatives to Micron, SK...
Jan 24, 2026
F
Actually Intel EPS is negative. It is only positive if we use Generally unaccepted accounting principles. P/E is infinite.
At least...
Jan 23, 2026
K
China Tells Alibaba, Tech Firms to Prep Nvidia H200 Orders
(Bloomberg) — Chinese officials have told the country’s largest tech firms...
Jan 23, 2026
K
and China just approved the Nvidia chip sales. :ROFLMAO...
Jan 23, 2026
S
A very self serving statement because China will eat his lunch. China is getting the chips no matter what so let's cut out the crooks...
Jan 23, 2026
BruceA replied to the thread Semiconductor Market Update January 2026 Future Horizons.As long as the customers really follow thru and give the wafer agreements one can look clearly at past CapEx and predict the revenue and...
hist78 reacted to NY_Sam2's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with
Like.
Once behind, everything becomes complicated/difficult. Then, need to compromise and be pragmatic/realistic. If Customers do not commit...
Daniel Nenni posted the thread How Intel Came Crashing Back to Earth After Its Trump Bump in SemiWiki Main Forum ( Ask the Experts! ).Robbie Whelan Reporter at The Wall Street Journal based in Los Angeles Lip-Bu Tan took over Intel last March with a mandate to cut down...
I have seen estimates on this, I didn't think it was material and OEMs didnt seem concerned. how many units do you think are being...
Haha.
A very self serving statement because China will eat his lunch. China is getting the chips no matter what so let's cut out the crooks...
