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I'm sure that with all the conversations Lip-Bu Tan has had with customers he has become aware of the customers who want traditional...
Jan 26, 2026
Intel always seems perfectly poised to deliver the opposite of what the market demands..
Build it and they will come --> Market...
Jan 26, 2026
B
Agreed. Californian would prefer to be independent. The entire world would prefer California be independent except for USA.
Jan 26, 2026
Im just saying Intel is not constrained by TSMC, they are constrained by IFS ..... @siliconbruh999 may be correct on product issues...
Jan 26, 2026
A
It's not that simple, the metal stack and processing and qualification and DK and extraction and layout and libraries and SRAMs and...
Jan 26, 2026
B
Summary
Micron invests US$24 billion (S$30.5 billion) in Singapore to build a new Nand flash memory chip plant that supports AI-driven...
Jan 26, 2026
A
I'm sure that with all the conversations Lip-Bu Tan has had with customers he has become aware of the customers who want traditional...
Jan 26, 2026
Once you fall behind in manufacturability, specs stop being the bottleneck — customer confidence and delivery credibility become the...
Jan 26, 2026
From an industry perspective, the valuation is less surprising than the implied execution plan behind it.
End-to-end EDA development is...
Jan 26, 2026
Judy Lin 林昭儀
Jan 27, 2026
Executive Summary: The “System-Level Foundry” Shift
Understanding TSMC’s current Intellectual Property (IP)...
Jan 26, 2026
Intel’s product division generates the majority of the company’s revenue and profit. Product competitiveness and market opportunity...
Jan 26, 2026
S
It seems just yesterday they raised $35M on a 700M valuation seed money. Perhaps just one of the crazy AI boom "dump" money gets thrown...
Jan 26, 2026
F
Judy Lin 林昭儀
Jan 27, 2026
Executive Summary: The “System-Level Foundry” Shift
Understanding TSMC’s current Intellectual Property (IP)...
Jan 26, 2026
S
I think that most of the USA would not miss California.
Even Northern California wish it could break away from the south.
Jan 26, 2026
C
I think that most of the USA would not miss California.
Even Northern California wish it could break away from the south.
Jan 26, 2026
t2msemi2018 reacted to Artificer60's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with
Like.
I'm sure that with all the conversations Lip-Bu Tan has had with customers he has become aware of the customers who want traditional...
hist78 reacted to Xebec's post in the thread How Intel Came Crashing Back to Earth After Its Trump Bump with