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E
Also, can Intel start the older tools faster than AMD and ARM can get capacity from TSM?
Jan 24, 2026
E
If Pat was still CEO, would intel be able to supply demand? Assuming USG at least would have ingested money? It seems the bad decisions...
Jan 24, 2026
The sad part of this problem is that Intel spends a lot of money on "product management". You know, the people talking to customers to...
Jan 24, 2026
Intel always seems perfectly poised to deliver the opposite of what the market demands..
Build it and they will come --> Market...
Jan 24, 2026
Smells like a COVID repeat, LOL
Jan 24, 2026
That's fair - I had read that some environments experienced a failure rate as high as 50% when using Core i9 for gaming servers -- and...
Jan 24, 2026
I agree with you -
Though the only scenario I can think of this making sense is if the cloud companies decided to do a large # of...
Jan 24, 2026
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
Intel being the second largest foundry should not be a problem once they shift all Intel products back to Intel manufacturing. Samsung...
Jan 24, 2026
K
This is what happens when your customers miss their forecasts. It happens to the best of us, even TSMC. There are also black swan events...
Jan 24, 2026
A
This is what happens when your customers miss their forecasts. It happens to the best of us, even TSMC. There are also black swan events...
Jan 24, 2026
Smells like a COVID repeat, LOL
Jan 24, 2026
This is what happens when your customers miss their forecasts. It happens to the best of us, even TSMC. There are also black swan events...
Jan 24, 2026
Personally I do not think OpenAI will succeed as a separate entity. They are competing against Google who has a large ecosystem of...
Jan 24, 2026
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
Xebec reacted to blueone's post in the thread How Intel Came Crashing Back to Earth After Its Trump Bump with
Like.
The sad part of this problem is that Intel spends a lot of money on "product management". You know, the people talking to customers to...
Daniel Nenni replied to the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030.Intel being the second largest foundry should not be a problem once they shift all Intel products back to Intel manufacturing. Samsung...
Haha.
Smells like a COVID repeat, LOL