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My point is how would he know? Either way he is wrong.
Intel Foundry has no chance at getting a big customer because they do not have...
Sunday at 1:37 PM
D
I don't know, maybe you can infer those things from this statement "Our models are not just evaluated for performance. They are aligned...
Sunday at 1:32 PM
B
I was just reading this analysis of capital heavy to capital light investment strategy at a PE firm. They love taking heavy capital...
Sunday at 1:29 PM
Published: Apr. 29, 2025 at 4:03 PM PDT
PHOENIX (AZFamily) — The Taiwan Semiconductor Manufacturing Company (TSMC) took another major...
Sunday at 1:17 PM
It is really interesting that the EUV litho introduction in leading-edge HVM around 2019 resulted in such a strong shake-out in...
Sunday at 1:06 PM
D
Yeah, If Lip Bu Tan was the CEO of Intel in 2021, I am pretty confident Intel would be fabless now.
Sunday at 11:38 AM
D
I understand your point about ecosystem and having just one customer but Intel Foundry already has a large volume customer which is...
Sunday at 11:36 AM
P
The irony is that Intel was the pioneer with a separately fabbed L3 cache
Sunday at 11:33 AM
P
Intel spent unknown amounts of money to get into the workstation market back in the 200X, when water cooling was in vogue. The only...
Sunday at 11:28 AM
Thankfully that is Lip-Bu's superpower, customers.
“Lip-Bu’s Rolodex is like nobody else’s in the semiconductor industry,” Intel CFO...
Sunday at 11:25 AM
D
LoL, why because he asking for rigorous testing before releasing the tech!. Remember how those Boeing's 737 MAXs that fell out of the...
Sunday at 11:13 AM
P
WinXP is still pretty much the "default" OS for which all software is developed in the mainland. Their banking software required by...
Sunday at 11:01 AM
Key Points
- Lip-Bu Tan is a little over two months into his gig running Intel, and he’s making his intentions to grow the foundry...
Sunday at 10:58 AM
The biggest highlight of Jensen Huang’s COMPUTEX keynote this time was a one-minute documentary about Taiwan’s supply chain, starting...
Sunday at 10:55 AM
D
He should apologise to Intel shareholders.
Sunday at 10:29 AM
Daniel Nenni replied to the thread Intel CEO Lip-Bu Tan has a long track record in the chip industry. Now he needs a big customer.My point is how would he know? Either way he is wrong. Intel Foundry has no chance at getting a big customer because they do not have...
user nl replied to the thread Intel CEO Lip-Bu Tan has a long track record in the chip industry. Now he needs a big customer.It is really interesting that the EUV litho introduction in leading-edge HVM around 2019 resulted in such a strong shake-out in...
Like.
The biggest highlight of Jensen Huang’s COMPUTEX keynote this time was a one-minute documentary about Taiwan’s supply chain, starting...
