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Here's a view of how Intel was thinking about their successes in new markets across three decades. But they missed the next couple of...
Jun 27, 2025
I read it recently too (there's an audiobook). While this book is certainly better than some corporate "How I Did Its" (thinking of...
Jun 27, 2025
M
I finally finished Andy Grove's book "Only the Paranoid Survive". It was enlightening to me when it talked about Intel's culture around...
Jun 27, 2025
C
I disagree that “not TSMC” is a market segment. If it was Samsung wouldn’t losing so many customers.
People who buy Mac aren’t doing...
Jun 27, 2025
I agree, 18A will be successful for Intel but not for the foundry business. Too many companies have already taped out at TSMC N2, it is...
Jun 27, 2025
S
I suspect 18A will be successful, but he saddled the company with $41B in private equity debt and another $20B "build it and they will...
Jun 27, 2025
P
Yes, because the people who do serious yield optimisation, and new processes are more of less the same.
Jun 27, 2025
T
AI isn't a strategy.
Jun 27, 2025
T
I finally finished Andy Grove's book "Only the Paranoid Survive". It was enlightening to me when it talked about Intel's culture around...
Jun 27, 2025
P
Intel Foundry made the same mistake Samsung and Globalfoundries made, they went after TSMC. I told the Intel people first off to go...
Jun 27, 2025
Credit: Intel
"The decision to step down from Intel was an extremely difficult one. I wanted to finish what I started, but as you know...
Jun 27, 2025
I certainly hope not:
"Global utilization is expected to hover around 70% through 2030. This relatively low utilization rate will...
Jun 27, 2025
Lowyat is famous in Singapore for bitter Malaysians bashing Singaporeans and saying how much better the food is in Malaysia than...
Jun 27, 2025
This means that the intensity of competition has increased by 30-50%, and the level of involution has become more intense by 30-50%.
Jun 27, 2025
A decade ago, SPIL resisted being acquired by ASE. Today, it’s Nvidia’s go-to partner for AI GPU packaging—handling 60% of TSMC’s CoWoS...
Jun 27, 2025
Daniel Nenni reacted to KevinK's post in the thread Just finished "Only the Paranoid Survive", and have a few thoughts about current day Intel with
Like.
Here's a view of how Intel was thinking about their successes in new markets across three decades. But they missed the next couple of...
hist78 reacted to karin623's post in the thread The Court Document That Shook CoWoS: Why ASE Was Left Off the Billion-Dollar Table with