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B
Even higher after hours.
2025 revenue $510M
Is interesting if nothing else.
The cost of AI isnt coming down anytime soon methinks if...
May 14, 2026
B
https://medium.com/vibe-coding/claude-code-price-hike-finally-feels-like-a-relief-619245e5674e
May 14, 2026
R
I think this news just mention Baseband designed by Apple,not A21. Intel maybe will get some shares of A
21 just like TSMC+Samsung for...
May 14, 2026
J
Didn't Ian Cutress suggest several months ago that in his opinion, due to the increased heat from BSPD, he doubted or said it wasn't a...
May 14, 2026
S
Market share numbers are in. AMD made record gains in DC CPU share..... and is selling units at higher ASP than Intel. Intel lost...
May 14, 2026
S
Intel losing shares to AMD has been going on for a long time, question is has that slowed down in the last couple quarters. Agree IFS...
May 14, 2026
Ming-Chi Kuo on Apple-Intel partnership, with TSMC lurking in the back
▌Below are my latest industry checks on the Apple-Intel...
May 14, 2026
N
Ming-Chi Kuo on Apple-Intel partnership, with TSMC lurking in the back
▌Below are my latest industry checks on the Apple-Intel...
May 14, 2026
M
Market share numbers are in. AMD made record gains in DC CPU share..... and is selling units at higher ASP than Intel. Intel lost...
May 14, 2026
K
This is an analogy: There are many donkeys in the vicinity of Big Bend National Park. Because using heavy equipment in such rugged...
May 14, 2026
K
I personally think AI is still way overhyped for it's potential vs reality.... However, the cost trend for AI is greatly improving, by...
May 14, 2026
K
As I type this Cerebras (CBRS) is trading at $301/share.
May 14, 2026
M
I worked with some of the foundries over the past 4-5 years on why working with Intel would be great. UMC, GF, grace, tower.... All the...
May 14, 2026
llmda Spectra ensures product documents remain consistent with design data and slashes the time to create documents by up to 90%...
May 14, 2026
Will it compete against Intel-UMC 12nm?
May 14, 2026