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Great news for intel. I'm still waiting for the SpaceX investment in Intel. Maybe after the trillion dollar IPO?
Intel 14A is HNA-EUV...
May 6, 2026
I'm sorry, I've become too politically correct after I retired and in my old age. In the future I'll try to post more direct and...
May 6, 2026
Jensen Huang shared a recommendation recently: (Paraphrasing) The US electric grid has a lot of unusable energy embedded in those...
May 6, 2026
I stand by my comment. Sanders is an avowed socialist who advocates socialism as a better economic system than capitalism, and writes...
May 6, 2026
May 6 - SpaceX has proposed an initial $55 billion investment to build a semiconductor manufacturing facility in Texas, according to a...
May 6, 2026
Sanders is an idiot.
May 6, 2026
as seeing in 2026 it was a good investment
May 6, 2026
Revenue. Very deceiving. Malcolm Penn from Future Horizons tracks this and has warned us many times about units versus ASPs...
May 6, 2026
B
If the revenue increase is due to increase in prices only , then what has changed?
Do companies ever breakdown how much of anything...
May 6, 2026
B
Is this just dollar value?
Anything about "units" as thats what keeps the wheels turning
May 6, 2026
Worldwide chip sales in March increase 79.2% year-to-year, 11.5% month-to-month
WASHINGTON—May 4, 2026—The Semiconductor Industry...
May 6, 2026
Ditto.
It is important to separate internal products and external foundry business. Customer test chips (mostly IP) are being run on...
May 6, 2026
This is the latest relevant message from Intel:
May 6, 2026
Taiwan plays a pivotal role in the global semiconductor supply chain and its semiconductor industry is critical to economic development...
May 6, 2026
S
This is the latest relevant message from Intel:
May 6, 2026