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The logical explanation is that Intel’s DC CPU product mix has changed significantly since Q1 2025. The ASP increase is likely driven by...
May 4, 2026
H
Do you know what Communism means?
I see a lot of Americans talk about Communism without really thinking about.
It is very odd to see...
May 4, 2026
H
That's the beauty of modern-day stock market. If you think SpaceX is way over price, you can short it and make a profit too.
I rode...
May 4, 2026
This take is totoally wrong. There are multiple ways of valuing a company, and I would argue that Intel should be valued using a...
May 4, 2026
B
Ming-Chi Kuo on Intel's EMIB-T packaging for Google TPU v8e (Humufish)
Some quick thoughts on Intel's EMIB-T packaging for the new...
May 4, 2026
K
This take is totoally wrong. There are multiple ways of valuing a company, and I would argue that Intel should be valued using a...
May 4, 2026
K
The logical explanation is that Intel’s DC CPU product mix has changed significantly since Q1 2025. The ASP increase is likely driven by...
May 4, 2026
I agree. The failure was "Do it our way" vs "We will make it easy for you by using industry standard tools".
I also think that Intel...
May 4, 2026
M
it is in the 10Q (see below). So CPUs are down and price is up and Intel is constrained through 2026 by internal capacity issues...
May 4, 2026
N
Ming-Chi Kuo on Intel's EMIB-T packaging for Google TPU v8e (Humufish)
Some quick thoughts on Intel's EMIB-T packaging for the new...
May 4, 2026
O
I couldn't find anything saying that Intel's unit shipments went down. Certainly most discussions have been about everything in DC...
May 4, 2026
O
I agree. The failure was "Do it our way" vs "We will make it easy for you by using industry standard tools".
I also think that Intel...
May 4, 2026
O
The fact that Intel has tried to move into foundry twice before leads me to believe they understood they were heading for an economy of...
May 4, 2026
J
Financial discipline is only part of what Intel needs to fix, and frankly I think it is the issue that can be fixed fastest. Lip-Bu Tan...
May 4, 2026
M
So according to Intel they sold LESS DC CPU processors in Q1 2026 compared to Q1 2025. The increase is revenue was do to price...
May 4, 2026
Like.
The logical explanation is that Intel’s DC CPU product mix has changed significantly since Q1 2025. The ASP increase is likely driven by...
Haha.
Do you know what Communism means? I see a lot of Americans talk about Communism without really thinking about. It is very odd to see...
Daniel Nenni reacted to kevin01's post in the thread US Chipmakers Hit Record Highs as Intel Turbocharges AI Rally with
Xebec reacted to OneEng's post in the thread TSMC's refusal of ASML's expensive High-NA EUV equipment, explained with