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K
One common point I noticed about all the comments I read about lip bu Tan is he is extremely well connected in the semiconductor...
Friday at 8:57 AM
K
Some of it is for sure, but not all.
BYD has taken vertical integration to the next level. From what I have heard, they own the mines...
Friday at 8:56 AM
Pat G is not wrong about the importance of localized R&D. He is wrong about TSMC however. TSMC already announced establishing an R&D...
Friday at 8:48 AM
To me, one of the biggest questions is: Where *was* Intel, the self-proclaimed American semiconductor advocate, over the past 10+ years...
Friday at 8:48 AM
Pat G is not wrong about the importance of localized R&D. He is wrong about TSMC however. TSMC already announced establishing an R&D...
Friday at 8:47 AM
C
Hold on - isn't this the same Pat Gelsinger who was telling us how great Intel's technology was for the past few years ? If Intel's...
Friday at 8:43 AM
N
Gelsinger is correct.
Friday at 8:38 AM
N
Fab21 P1 is what 20K coming online this year compared to 160K in Tainan.
Fab21 P2 is what maybe another 20K of N3 coming online in 2027...
Friday at 8:38 AM
Bullseye
I would never label Pat as a blusterer, scapegoater, or charlatan, I’ll leave that to others, but given his claims of being...
Friday at 8:38 AM
Hold on - isn't this the same Pat Gelsinger who was telling us how great Intel's technology was for the past few years ? If Intel's...
Friday at 8:37 AM
Fab21 P1 is what 20K coming online this year compared to 160K in Tainan.
Fab21 P2 is what maybe another 20K of N3 coming online in 2027...
Friday at 8:34 AM
Hold on - isn't this the same Pat Gelsinger who was telling us how great Intel's technology was for the past few years ? If Intel's...
Friday at 8:34 AM
Bullseye
I would never label Pat as a blusterer, scapegoater, or charlatan, I’ll leave that to others, but given his claims of being...
Friday at 8:34 AM
Bullseye
I would never label Pat as a blusterer, scapegoater, or charlatan, I’ll leave that to others, but given his claims of being...
Friday at 8:24 AM
Just ask ChatGPT:
OpenAI's income statement reflects a company experiencing rapid revenue growth alongside substantial investments...
Friday at 8:23 AM
Like.
One common point I noticed about all the comments I read about lip bu Tan is he is extremely well connected in the semiconductor...
hist78 reacted to Daniel Nenni's post in the thread TSMC’s $100bn pledge to Donald Trump will not revive US chipmaking, says ex-Intel chief with
Daniel Nenni replied to the thread TSMC’s $100bn pledge to Donald Trump will not revive US chipmaking, says ex-Intel chief.Pat G is not wrong about the importance of localized R&D. He is wrong about TSMC however. TSMC already announced establishing an R&D...
fansink replied to the thread TSMC’s $100bn pledge to Donald Trump will not revive US chipmaking, says ex-Intel chief.Bullseye I would never label Pat as a blusterer, scapegoater, or charlatan, I’ll leave that to others, but given his claims of being...