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Sanders is no idiot, but he is acting as a politician here. There’s real fear and anger at AI’s impact on the job market, the...
Apr 7, 2026
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Sanders is no idiot, but he is acting as a politician here. There’s real fear and anger at AI’s impact on the job market, the...
Apr 7, 2026
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Very interesting.
Apr 7, 2026
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The Apple Neo macbook just show that TSMC do also experience Yield issues in TSMC. As this can meant that there is so many unusable...
Apr 7, 2026
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Intel's process variability is at least partially a result of their historical needs. As a CPU manufacturer they have always been able...
Apr 7, 2026
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Will they work together on Ohio fab? another 51%/49%?
Apr 7, 2026
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I will be interested in the details. If Intel is licensing/sharing the technology, this is a great win. Got to find a way to pay for the...
Apr 7, 2026
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100% agree with you. I think Intel needs to look at "value options" to end this Intel 10nm and Intel 7 nonsense (I am shocked at how...
Apr 7, 2026
Personally I think Lip-Bu and Elon Musk are a good combination as long as Lip-Bu is in a leadership role. Lip-Bu certainly has China...
Apr 7, 2026
Yes, from Intel’s announcement it seems that Intel’s finances have stabilized or are improving. But knocking a whopping $14.2 billion in...
Apr 7, 2026
Yes, from Intel’s announcement it seems that Intel’s finances have stabilized or are improving. But knocking a whopping $14.2 billion in...
Apr 7, 2026
1000% agree - when I read Intel doing this originally, it changed my mind from "they are hurting" to "they are going to be insolvent...
Apr 7, 2026
Intel’s Q1 2026 earnings conference call is coming up on April 23. Such an announcement does help, especially if the Q1 results contain...
Apr 7, 2026
agreed, though I think social media is how we found out about the US govt's investment in Intel..
no press releases yet...
Apr 7, 2026
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Takeaways from massive rapid expansion of DRAM/HBM capacity in Korea:
All the articles that stated expansion would be disciplined...
Apr 7, 2026