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It's hard to say only because we don't know how much capacity Intel would have booked if they went full outsource instead of building...
Jan 25, 2026
This is the hallmark of a bad company. I still can't get over how poorly Intel's BTC chips perform. We based our dynamic logic design on...
Jan 25, 2026
S
If this is the way CC Wei and TSMC see it then I think the chance of a bubble popping in the next few years is extremely low:
TSMC 4Q25...
Jan 25, 2026
S
Personally I do not think OpenAI will succeed as a separate entity. They are competing against Google who has a large ecosystem of...
Jan 25, 2026
F
If this is the way CC Wei and TSMC see it then I think the chance of a bubble popping in the next few years is extremely low:
TSMC 4Q25...
Jan 25, 2026
S
If this is the way CC Wei and TSMC see it then I think the chance of a bubble popping in the next few years is extremely low:
TSMC 4Q25...
Jan 25, 2026
F
I didn't know he speaks Chinese
Jan 24, 2026
S
Only with LNL in client but yes their CPU IP needs more work guess that's what Unified Core is for
I am not too hopeful as for DC GPUs...
Jan 24, 2026
B
It seems like they’re figuring it out now? Panther Lake has taken the lead in portable compute and graphics (outside of Apple…).
Can...
Jan 24, 2026
P
Obviously, mainlanders are feasting at the expense of the memory cartel now.
Jan 24, 2026
S
Intel design is having skill issue for a while there ain't denying that Foundry hid the bad design and now it's getting exposed when...
Jan 24, 2026
S
Once behind, everything becomes complicated/difficult. Then, need to compromise and be pragmatic/realistic.
If Customers do not commit...
Jan 24, 2026
S
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
S
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
D
This is the hallmark of a bad company. I still can't get over how poorly Intel's BTC chips perform. We based our dynamic logic design on...
Jan 24, 2026
Xebec replied to the thread How Intel Came Crashing Back to Earth After Its Trump Bump.It's hard to say only because we don't know how much capacity Intel would have booked if they went full outsource instead of building...
Like.
This is the hallmark of a bad company. I still can't get over how poorly Intel's BTC chips perform. We based our dynamic logic design on...