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thanks to MKWVentures & IanD for "BSPD .. most customers do not want it at this time"
Intel Foundry, how about providing 2 versions for...
Monday at 8:24 PM
It's not that simple, the metal stack and processing and qualification and DK and extraction and layout and libraries and SRAMs and...
Monday at 8:24 PM
Intel’s product division generates the majority of the company’s revenue and profit. Product competitiveness and market opportunity...
Monday at 8:24 PM
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...
Monday at 8:24 PM
Intel always seems perfectly poised to deliver the opposite of what the market demands..
Build it and they will come --> Market...
Monday at 8:23 PM
B
Agreed. Californian would prefer to be independent. The entire world would prefer California be independent except for USA.
Monday at 8:23 PM
Im just saying Intel is not constrained by TSMC, they are constrained by IFS ..... @siliconbruh999 may be correct on product issues...
Monday at 8:22 PM
A
It's not that simple, the metal stack and processing and qualification and DK and extraction and layout and libraries and SRAMs and...
Monday at 8:22 PM
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...
Monday at 8:22 PM
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...
Monday at 8:21 PM
Once you fall behind in manufacturability, specs stop being the bottleneck — customer confidence and delivery credibility become the...
Monday at 8:21 PM
From an industry perspective, the valuation is less surprising than the implied execution plan behind it.
End-to-end EDA development is...
Monday at 8:19 PM
Judy Lin 林昭儀
Jan 27, 2026
Executive Summary: The “System-Level Foundry” Shift
Understanding TSMC’s current Intellectual Property (IP)...
Monday at 8:16 PM
Intel’s product division generates the majority of the company’s revenue and profit. Product competitiveness and market opportunity...
Monday at 8:12 PM
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...
Monday at 8:09 PM
t2msemi2018 reacted to NY_Sam2's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with
Like.
thanks to MKWVentures & IanD for "BSPD .. most customers do not want it at this time" Intel Foundry, how about providing 2 versions for...
hist78 reacted to Xebec's post in the thread How Intel Came Crashing Back to Earth After Its Trump Bump with