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This is very concerning. Hopefully there is a good explanation but I cannot think of one.
Feb 28, 2026
https://www.linkedin.com/company/usembassykl/posts/?feedView=all
It would be hard to believe that Broadcom would not use Intel Foundry.
Feb 28, 2026
just heard this term
BANANA (Build Absolutely Nothing Anywhere Near Anyone/Anything)
we apparently have too many of those
Feb 28, 2026
A
Rumors I am hearing is that in the next couple months there will be a lot fewer VPs. All second hand, so take it for what it is worth...
Feb 28, 2026
just heard this term
BANANA (Build Absolutely Nothing Anywhere Near Anyone/Anything)
we apparently have too many of those
Feb 28, 2026
S
just heard this term
BANANA (Build Absolutely Nothing Anywhere Near Anyone/Anything)
we apparently have too many of those
Feb 28, 2026
Tesla is using both Samsung and TSMC. I do hope Elon Musk is working with Lip-Bu Tan but I hear that the AI6 chip is in trouble. The...
Feb 28, 2026
Samsung Foundry sells on price, which is good, but now they also sell on capacity since TSMC capacity is tight. Even so, I am not seeing...
Feb 28, 2026
I received extremely dirty looks one time from neighbors at a town hall when everyone was arguing against a new 5G tower.
I went up and...
Feb 28, 2026
We had this same problem with cell towers. Nobody wanted them but everyone needs them. Such is life. Even now the reception in my...
Feb 28, 2026
This is really good news. Competition is a big part of semiconductor innovation. Hopefully we have enough fabs to make these chips...
Feb 28, 2026
We had this same problem with cell towers. Nobody wanted them but everyone needs them. Such is life. Even now the reception in my...
Feb 28, 2026
I think it's obvious:
It was most likely the $5M "facade grant" from Onondaga County that hooked Micron.
Feb 28, 2026
K
As I have mentioned like a broken record, Intel was prioritizing AI accelerators in 2010 and had multiple projects working and...
Feb 28, 2026
S
When will companies learn to stop building in states that don't want an economy?
Feb 28, 2026