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S
seems very similar to what intel has been doing, cutting middle management, reduce level of hierarchy, enabling faster decision, at...
Jan 28, 2026
Yes Intel is stronger. Intel is in the lead with BSPD for example. Others are following but Intel is the leader. Packaging revenue will...
Jan 28, 2026
M
do you think Intel is stronger than ASE or Amkor in Packaging? If so, why is there no revenue from people using packaging
Jan 28, 2026
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Jan 28, 2026
Remember, Intel is also strong in packaging. Intel Foundry can get a chiplet and packaging order since TSMC does not package foreign...
Jan 28, 2026
After the surprise TSMC $56B 2026 CAPEX announcement this is not unexpected. The layoff however was. Maybe it is AI related? Amazon is...
Jan 28, 2026
EINDHOVEN, Netherlands, Jan 28 (Reuters) - ASML reported record fourth-quarter orders and raised its 2026 outlook on Wednesday, although...
Jan 28, 2026
No idea.
It is kind of interesting that the USA, because of national security reasons, has decided to subsidize its national "21st...
Jan 28, 2026
I do not see Intel reclaiming the glory days of the x86 monopoly but I do see the possibility of them being a thriving business. x86...
Jan 28, 2026
It is so easy these days to have AI make some historic financial overview of business performances. Below is a table generated by...
Jan 28, 2026
By and large, each Scout is competing against himself or herself, not against other Scouts. Once a Scout completes the required...
Jan 28, 2026
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 28, 2026
From an industry perspective, the valuation is less surprising than the implied execution plan behind it.
End-to-end EDA development is...
Jan 28, 2026
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Jan 28, 2026
S
given the direction of the new management, which is much more certainly of ROI before any investment, they are playing a very LONG game.
Jan 28, 2026
Daniel Nenni replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.Yes Intel is stronger. Intel is in the lead with BSPD for example. Others are following but Intel is the leader. Packaging revenue will...
user nl reacted to IanD's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with
Like.
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
hist78 replied to the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030.By and large, each Scout is competing against himself or herself, not against other Scouts. Once a Scout completes the required...
