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W
In fact, in the new high-power sources ASML uses a 3-pulse sequence, first a 1 um flattening pulse, then a 1 um pre-pulse, followed by...
Feb 26, 2026
W
Mainstream media not understanding what they're talking about, right?
ASML's current machines already use two bursts, a low power one...
Feb 26, 2026
B
Kevin is a very smart guy, he got the message when he was not reporting directly to Lip-Bu. That is a very big tell.
Feb 26, 2026
B
Kevin took a big IP job with Qualcomm which is understandable. I do not know Choon Lee or Myung-Hee. I do know Suk Lee. Suk built the...
Feb 26, 2026
don't disagree on Phil, but just saying for sports, things are complicated.
There have been people saying Phil has top 1-2 punch in...
Feb 26, 2026
S
don't disagree on Phil, but just saying for sports, things are complicated.
There have been people saying Phil has top 1-2 punch in...
Feb 26, 2026
S
Agreed, but remember, Lip-Bu meets with customers directly so he knows who did what and when. The plan is to get 6 key customers. You do...
Feb 26, 2026
C
So many but here are my top 5:
Leadership Restructuring. Intel had so many layers of management.
AI Strategy. Did Intel even have one...
Feb 26, 2026
C
Kevin took a big IP job with Qualcomm which is understandable. I do not know Choon Lee or Myung-Hee. I do know Suk Lee. Suk built the...
Feb 26, 2026
Kevin is a very smart guy, he got the message when he was not reporting directly to Lip-Bu. That is a very big tell.
Feb 26, 2026
Agreed, but remember, Lip-Bu meets with customers directly so he knows who did what and when. The plan is to get 6 key customers. You do...
Feb 26, 2026
S
Recency bias perhaps Dan? He is probably the best CEO in the last decade. Meanwhile, no way to compare him to the 1st 3 CEO. It's like...
Feb 26, 2026
So many but here are my top 5:
Leadership Restructuring. Intel had so many layers of management.
AI Strategy. Did Intel even have one...
Feb 26, 2026
S
Kevin was there not too long before LiBu became CEO, and he was moved out of LiBu direct report in one of the 1st reorg. You can argue...
Feb 26, 2026
True, they were both were part of the big lay-off last August. Suk turned 65 in December so he is officially retired after 40+ years. I...
Feb 26, 2026
Like.
In fact, in the new high-power sources ASML uses a 3-pulse sequence, first a 1 um flattening pulse, then a 1 um pre-pulse, followed by...
Daniel Nenni reacted to swka's post in the thread Intel Foundry, losing key people in 2025-2026 with