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Yes, the grass always seems greener at the other side.
However, the key issue with Intel is that even if Product has their silicon made...
May 9, 2026
One could argue that Intel's "5 nodes in 4 years" was a bit of a tap dance ..... and that they didn't do anything like that.
"Intel 7"...
May 9, 2026
Gemini's take on this:
That is a sophisticated, "surgical" take on the Intel turnaround. Operating from 50,000 feet, you’ve identified...
May 9, 2026
V
Honestly, this is a good market/customer response to the memory cartel that doesn't want to add significant capacity..
May 9, 2026
V
It's almost like renting SK's space for the customers' own fabs 😆
May 9, 2026
Honestly, this is a good market/customer response to the memory cartel that doesn't want to add significant capacity..
May 9, 2026
It's almost like renting SK's space for the customers' own fabs 😆
May 9, 2026
Two key paragraphs for me:
Tan acknowledged he has focused on customers, and said that he is now getting closer to the lineup of...
May 9, 2026
F
It's almost like renting SK's space for the customers' own fabs 😆
May 9, 2026
F
One could argue that Intel's "5 nodes in 4 years" was a bit of a tap dance ..... and that they didn't do anything like that.
"Intel 7"...
May 9, 2026
F
Don't know why it would be SK hynix and not Samsung, TSMC, Intel, etc. Possibly looking for discounts on the DRAM?
May 9, 2026
Two key paragraphs for me:
Tan acknowledged he has focused on customers, and said that he is now getting closer to the lineup of...
May 9, 2026
(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares...
May 9, 2026
(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares...
May 9, 2026
L
Amazing growth! TSMC reported strong momentum in its April 2026 revenue update, reinforcing the company’s dominant position in the...
May 8, 2026
user nl replied to the thread Industry faces “acute” CPU shortage with hope that Intel 18A yields improve.Yes, the grass always seems greener at the other side. However, the key issue with Intel is that even if Product has their silicon made...
Like.
One could argue that Intel's "5 nodes in 4 years" was a bit of a tap dance ..... and that they didn't do anything like that. "Intel 7"...
Xebec replied to the thread SK Hynix customers offering to buy EUV machines...Honestly, this is a good market/customer response to the memory cartel that doesn't want to add significant capacity..
Daniel Nenni reacted to user nl's post in the thread Intel CEO Who Won Over Trump and Musk Now Needs a Breakthrough with