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All my spreadsheets are forward looking. DZ specifically said IF Intel has to spend to ramp a customer for 14A it would HURT their...
Apr 21, 2026
This one is interesting because it highlights the chip company as the data center operator as well (just like Google TPU). It's also...
Apr 21, 2026
D
Intel Foundry has welcomed its newest member, Shawn Han, from Samsung Foundry, as the company continues to build its A-Team in the...
Apr 21, 2026
Asianometry has posted a "post-mortem" on Itanium, covering the full history from beginning to end.
This video is pretty thorough, and...
Apr 21, 2026
I respect your opinions and appreciate your insights, but you and that analyst guy, Stacy, are the closest to a 'bean counter' type of...
Apr 21, 2026
1. IDM/2.0: Margin stacking
2. LBT answered it in the video: 94% of advanced semi manufacturing in Taiwan. Hence, there is an embedded...
Apr 21, 2026
Stacy’s previous analyses were not correct, as he discounted the importance of CPUs in those assessments.
When I was doing research...
Apr 21, 2026
B
https://www.tomshardware.com/tech-industry/artificial-intelligence/new-jersey-datacenter-expansion-got-usd77m-in-tax-breaks-to-create-exa...
Apr 21, 2026
M
Oh well, Michio Kaku will have to come up with yet another line of reasoning why silicon-based chip manufacturing becomes another "rust...
Apr 20, 2026
B
Wonder if they gonna pay their suppliers more also 🤣🤣🤣
Apr 20, 2026
B
We too far back from the Coal Face to benefit so much 🤣🤣🤣
Apr 20, 2026
B
Averagely, each SK hynix employee could receive $475,000 bonuses this year. 😲😲...
Apr 20, 2026
X
Stacy’s previous analyses were not correct, as he discounted the importance of CPUs in those assessments.
When I was doing research...
Apr 20, 2026
Are they moving jobs to other countries?
Apr 20, 2026
I joined Mentor Graphics through the acquisition of Silicon Compilers, then moved from California to Oregon back in 1995. Fond memories...
Apr 20, 2026
Like.
All my spreadsheets are forward looking. DZ specifically said IF Intel has to spend to ramp a customer for 14A it would HURT their...
hist78 reacted to KevinK's post in the thread The Data Center Deals Keep Coming - Cerebras IPO Filing with
Xebec posted the thread Itanium: Intel's Great Successor in SemiWiki Main Forum ( Ask the Experts! ).Asianometry has posted a "post-mortem" on Itanium, covering the full history from beginning to end. This video is pretty thorough, and...
Haha.
Oh well, Michio Kaku will have to come up with yet another line of reasoning why silicon-based chip manufacturing becomes another "rust...