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This is another mistake made by Google Gemini. It fabricated a claim that, in mid‑2025, Congress passed the BASIC Act (Building Advanced...
Jan 28, 2026
"At the same time TSMC can not complain: they got Chips-act money, cheap loan, 35% tax break and loan guarantees by the Taiwan...
Jan 28, 2026
agree on this is much more than an EDA tool play. As I mentioned, makes better sense to be able to tune out custom ASIC (XPU) in a much...
Jan 28, 2026
That's true for specialized ASICs, but many (most perhaps) of these custom chips are Arm-based CPUs using mostly Arm IP for functional...
Jan 28, 2026
I can assure you that if Intel or Intel Foundry Service needs this level of government intervention just to survive, similar to many...
Jan 28, 2026
S
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
Do you think it will be big customers with small orders, or big customers with large orders?
Jan 28, 2026
M
Great analysis! Thanks. Do you have any thoughts on how Intel can get out of this downward spiral?
Dominant does not necessarily mean...
Jan 28, 2026
The “NOT TSMC” market is shrinking or even disappearing day by day, partly thanks to Trump.
When Trump forced TSMC to commit $250...
Jan 28, 2026
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
I've heard Intel claim EMIB-T should be a real differentiator for packaging as well. That is due out in the second half of this year.
Jan 28, 2026
Maybe Intel can help Elon build his Terafabs he mentioned today. Maybe Ohio ??
"You know, I mentioned this at the shareholder meeting...
Jan 28, 2026
A
I've heard Intel claim EMIB-T should be a real differentiator for packaging as well. That is due out in the second half of this year.
Jan 28, 2026
A
If you look back at my initial post you will see that I specifically called out FSPD on 14A. I never claimed it was on their N2...
Jan 28, 2026
K
Maybe Intel can help Elon build his Terafabs he mentioned today. Maybe Ohio ??
"You know, I mentioned this at the shareholder meeting...
Jan 28, 2026
hist78 replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.This is another mistake made by Google Gemini. It fabricated a claim that, in mid‑2025, Congress passed the BASIC Act (Building Advanced...
t2msemi2018 reacted to swka's post in the thread AI chip startup Ricursive has raised $300M at a $4B valuation, led by Lightspeed Venture Partners. with
Like.
agree on this is much more than an EDA tool play. As I mentioned, makes better sense to be able to tune out custom ASIC (XPU) in a much...
Daniel Nenni reacted to MKWVentures's post in the thread Pumping the oil of the 21st century: TSMC versus INTEL with
Haha.
Maybe Intel can help Elon build his Terafabs he mentioned today. Maybe Ohio ?? "You know, I mentioned this at the shareholder meeting...