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S
They need to focus on what is happening in the next 2 years. Right now Rapidus is a research fab with not production on a highly...
Apr 1, 2026
It was mostly Pat. DZ is a good soldier. It would work if the ramp ever came but it did not.
We need to make sure we look at actuals vs...
Apr 1, 2026
They need to focus on what is happening in the next 2 years. Right now Rapidus is a research fab with not production on a highly...
Apr 1, 2026
It was mostly Pat. DZ is a good soldier. It would work if the ramp ever came but it did not.
We need to make sure we look at actuals vs...
Apr 1, 2026
It helps allow intel to make the decision. But the fundamentals have not changed from what DZ said a while ago. "IFS is not investable...
Apr 1, 2026
M
The highlight of this "smart capital" was Intel changing their mind on Ireland capex timing shortly after signing off on the Apollo...
Apr 1, 2026
S
It was mostly Pat. DZ is a good soldier. It would work if the ramp ever came but it did not.
We need to make sure we look at actuals vs...
Apr 1, 2026
M
It was mostly Pat. DZ is a good soldier. It would work if the ramp ever came but it did not.
We need to make sure we look at actuals vs...
Apr 1, 2026
M
It helps allow intel to make the decision. But the fundamentals have not changed from what DZ said a while ago. "IFS is not investable...
Apr 1, 2026
Beijing pushes domestic chips over foreign tech to cut dependence and bolster local alternatives
Chinese vendors collectively...
Apr 1, 2026
S
I remember they paid like $700 million or so one time when the milestones were not me
I always thought it was a mix on Zinser/Pat idea...
Apr 1, 2026
M
for me they should focus on Rapidus 2nm instead of doing 1.4nm and so on they should get quality 2nm in HVM. I think that should be good...
Apr 1, 2026
M
They need to focus on what is happening in the next 2 years. Right now Rapidus is a research fab with not production on a highly...
Apr 1, 2026
S
This is good as the terms of the agreement were very punishing if milestones were not met (they were not met).
Intel now does not have...
Apr 1, 2026
Does this point to a fab spinout?
Apr 1, 2026
Like.
They need to focus on what is happening in the next 2 years. Right now Rapidus is a research fab with not production on a highly...
user nl reacted to MKWVentures's post in the thread Intel to Repurchase 49% Equity Interest in Ireland Fab Joint Venture with
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