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I feel that same way. American culture is big in Taiwan. When Starbucks opened up in Asia I did not see the attraction of a novelty...
Sunday at 4:34 PM
Whatever the number, it's important to note that the problematic SKUs are only a small part of the entire Raptor Lake lineup, which has...
Sunday at 4:26 PM
H
Google Deep Mind has a lab in London. London is in Europe.
Sunday at 3:45 PM
H
Nay, US don't have to buy or use force. If US allows Taiwan to join, the Taiwanese will happily vote to join US.
Sunday at 3:41 PM
H
Something is wrong with the table, why the Treasury Bond ETF has a PE ratio?
Sunday at 3:37 PM
S
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...
Sunday at 3:28 PM
It looks like they were comparing process yields. Backend would not be 18A-specific.
Sunday at 1:04 PM
LBT: We are now shipping our first products built on Intel 18A – the most advanced semiconductor process developed and manufactured on...
Sunday at 1:04 PM
this was a very long winded response to 2 simple questions
1) How much revenue do you need from external to claim some success (no...
Sunday at 1:04 PM
I would feel some hidden story behind the yield number which has been played by foundries for years. It could be testchip yield, small...
Sunday at 1:04 PM
H
I would feel some hidden story behind the yield number which has been played by foundries for years. It could be testchip yield, small...
Sunday at 12:46 PM
H
From my understanding, actually the gap is widening not narrowing. There are lots of revenue tricks for IDM in Foundry business and...
Sunday at 12:34 PM
How does intel shrink, get constrained, and lower product margins in this environment?
IMO not a good con call for LBT. Bad news, no...
Sunday at 12:16 PM
If you are taking about SPR it was a design issue 10nm didn't have any issues after TGL ramp so like end of 20 start of 21 Intel 10nm...
Sunday at 12:15 PM
That bears on our current discussion (you and myself, I'm working on an effort post when I have time), of "Is the IDM model fatal?"...
Sunday at 12:15 PM
Daniel Nenni replied to the thread Scott Bessent: The single biggest threat to the world economy is that 97% of advanced chips are made in Taiwan.I feel that same way. American culture is big in Taiwan. When Starbucks opened up in Asia I did not see the attraction of a novelty...
Whatever the number, it's important to note that the problematic SKUs are only a small part of the entire Raptor Lake lineup, which has...
Like.
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...
How does intel shrink, get constrained, and lower product margins in this environment? IMO not a good con call for LBT. Bad news, no...