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D
If Elon Musk doesn't like the rules and practices of the public stock market, he should keep his venture private.
May 1, 2026
F
Currently, Intel has 70% of the DC unit sales, but only 58% of the DC revenue. It seems like Intel is currently purchasing market...
May 1, 2026
B
I also wonder about where the yields will be for these new processes at Intel with respect to AMD. Rumor is that AMD's desktop N2 chip...
May 1, 2026
B
Intel 18A-P looks impressive - 9% more speed even at a lower voltage (0.76V --> 0.75V).
"Improved Thermal Conductivity by 50% sounds...
May 1, 2026
B
As SpaceX prepares for a public debut at a valuation targeting US$1.75 trillion, new regulatory filings have revealed a corporate...
May 1, 2026
B
They do seem very busy of late , I assume they running high capacity usage on what I see in our system.
Usually a good sign for their...
May 1, 2026
Intel is helping Elon Musk build a foundry operation that will compete directly with Intel’s own product division and foundry services...
May 1, 2026
The move widens TSMC’s lead over Samsung, as Intel also presses into the foundry market
TSMC increases 2nm and 3nm production by 20%...
May 1, 2026
F
Cause Intel doesn't have a good product on Intel 3 for client purpose.
Intel needs to have products DC products on 18A/AP there is none...
May 1, 2026
X
The gap to AMD is 80-90b.
May 1, 2026
Indeed, the pace of the stock turnaround is clearly much, much faster than any real turnaround. The Intel supertanker is turning, but...
May 1, 2026
lets see what AMD reports out. IMO, Intel Products should be worth more than AMD (Higher revenue and margin). Even thought AMD has AI...
May 1, 2026
X
Printed 500b
https://semiwiki.com/forum/threads/could-intel%E2%80%99s-foundry-be-worth-500-billion.24926/
May 1, 2026
T
Indeed, the pace of the stock turnaround is clearly much, much faster than any real turnaround. The Intel supertanker is turning, but...
May 1, 2026
T
lets see what AMD reports out. IMO, Intel Products should be worth more than AMD (Higher revenue and margin). Even thought AMD has AI...
May 1, 2026