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S
Hitting Intel would be the fastest way for Iran to get the US directly and overtly involved. I can’t imagine that would help what...
Jun 15, 2025
S
They do absolutely have bunkers.
There is a rumour that there is an iron dome to protect the intel site.
Jun 15, 2025
M
18A status isn't my primary concern, it's the rest of the readiness factors that I wonder more about. The PDKs, IP availability, tools...
Jun 15, 2025
M
I knew PSO pretty well. I had a few one-on-ones with him. I know he knew that there were different usage models for smartphones...
Jun 15, 2025
B
The US has a permanent garrison in South Korea and in Japan, but not TW. This situation has existed for a long time. It is a bit like...
Jun 15, 2025
M
Kevin, I seem to almost always agree with you, but not on these two points.
The Apple chip decision was not the Innovator's Dilemma at...
Jun 15, 2025
M
The iPhone decision was most about the necessary CAPEX for the fabs, magnified by Job's low unit price demand. Even in retrospect...
Jun 15, 2025
M
this is already decided for intel today. its 50% gross margin for the product side. foundry sells to them at market price. taxes...
Jun 15, 2025
M
I think it really all depends on how that 50% is calculated... For tax reasons, shareholder value, or corporate ego - it could be...
Jun 15, 2025
M
Intel needs to kill some potentially profitable projects in exchange for more profitable projects where they can actually execute IMO...
Jun 15, 2025
M
Intel has had many projects that should have been canceled and many equally that if properly executed, managed, and resourced that could...
Jun 15, 2025
S
They should have we are all talking how Taiwan is going to be taken over by China instead it looks like Israel fabs are at risk 🤣.
Also...
Jun 15, 2025
B
Turning or tuning a process to be foundry competitive to TSMC is a years timeline as is PDKs. Process features, tooling, test chips...
Jun 15, 2025
B
18A status isn't my primary concern, it's the rest of the readiness factors that I wonder more about. The PDKs, IP availability, tools...
Jun 15, 2025
B
I am hearing mixed bag as well some people say that 18A is pretty good some consider it worth not looking at. Some people say it barely...
Jun 15, 2025
Like.
Hitting Intel would be the fastest way for Iran to get the US directly and overtly involved. I can’t imagine that would help what...