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No, obviously they are preparing to wash off their hands. And I feel very much that Trump is trying to pull Munich on Taiwan in some...
Jan 25, 2026
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...
Jan 25, 2026
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...
Jan 25, 2026
H
Google Deep Mind has a lab in London. London is in Europe.
Jan 25, 2026
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.
Jan 25, 2026
H
Something is wrong with the table, why the Treasury Bond ETF has a PE ratio?
Jan 25, 2026
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...
Jan 25, 2026
It looks like they were comparing process yields. Backend would not be 18A-specific.
Jan 25, 2026
LBT: We are now shipping our first products built on Intel 18A – the most advanced semiconductor process developed and manufactured on...
Jan 25, 2026
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...
Jan 25, 2026
I would feel some hidden story behind the yield number which has been played by foundries for years. It could be testchip yield, small...
Jan 25, 2026
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...
Jan 25, 2026
H
From my understanding, actually the gap is widening not narrowing. There are lots of revenue tricks for IDM in Foundry business and...
Jan 25, 2026
How does intel shrink, get constrained, and lower product margins in this environment?
IMO not a good con call for LBT. Bad news, no...
Jan 25, 2026
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...
Jan 25, 2026
Daniel Nenni reacted to Paul2's post in the thread Scott Bessent: The single biggest threat to the world economy is that 97% of advanced chips are made in Taiwan with
Like.
No, obviously they are preparing to wash off their hands. And I feel very much that Trump is trying to pull Munich on Taiwan in some...
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...
How does intel shrink, get constrained, and lower product margins in this environment? IMO not a good con call for LBT. Bad news, no...