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K
The description of Kevork Kechichian demanding a "recovery plan" and the result is a schedule push-out, is priceless.
He views that as...
Tuesday at 8:32 AM
K
So much has happened since Lip-Bu became Intel CEO. The white House visit, Elon Musk and Terafab, Intel stumble on CPUs. I'm sure Lip-Bu...
Tuesday at 8:32 AM
L
https://www.tomshardware.com/pc-components/gpus/datacenter-gpu-service-life-can-be-surprisingly-short-only-one-to-three-years-is-expected...
Tuesday at 8:31 AM
M
Well put.... 100% agree and I have heard the same.
I think LBTs changes are culture and tactics. the strategy has a ton of sunk cost at...
Tuesday at 7:48 AM
Agree. The "feels like Pat's strategy but with more [fill in the blank with their perspective]" comment has come up, but not as the...
Tuesday at 7:39 AM
F
At IMW, it was revealed these 8-high+logic die stacks are turned on their side and stacked laterally as tiles to form an inductively...
Tuesday at 7:25 AM
B
There are a lot of potential can of worms with this settlement:
- Can Anthrophic train again with these books?
- What other similar...
Tuesday at 7:12 AM
There are a lot of potential can of worms with this settlement:
- Can Anthrophic train again with these books?
- What other similar...
Tuesday at 5:30 AM
B
This is a new business model: Build a modern fab with low engineering and labor requirements (little maintenance in the early years)...
Tuesday at 4:00 AM
Please note that this article cites information from Central News Agency, Common Wealth Magazine, Anue, Commercial Times, and Wccftech...
Tuesday at 3:23 AM
B
Havent started Production yet , but already looking at expansion 😲😲😲
Tuesday at 3:23 AM
B
https://www.taipeitimes.com/News/biz/archives/2026/05/09/2003857003
Contract chipmaker Vanguard International Semiconductor Corp (世界先進)...
Tuesday at 3:21 AM
SK Hynix is drawing attention for seeking cooperation with Intel in the field of cutting-edge packaging. It is understood that the...
Tuesday at 3:11 AM
B
This is the fundamental driver of success or failure in foundry--having wafers to run to do the engineering that drives the yields up...
Tuesday at 3:06 AM
B
The description of Kevork Kechichian demanding a "recovery plan" and the result is a schedule push-out, is priceless.
He views that as...
Tuesday at 2:49 AM
Like.
The description of Kevork Kechichian demanding a "recovery plan" and the result is a schedule push-out, is priceless. He views that as...
Xebec reacted to blueone's post in the thread Intel’s stock tripled under Lip-Bu Tan. He still has not told most employees the plan. with
Daniel Nenni posted the thread TSMC Flags Four Key Challenges in Arizona Buildout Even as U.S. Fab Beats Expectations in SemiWiki Main Forum ( Ask the Experts! ).Please note that this article cites information from Central News Agency, Common Wealth Magazine, Anue, Commercial Times, and Wccftech...