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J
Intel Foundry made the same mistake Samsung and Globalfoundries made, they went after TSMC. I told the Intel people first off to go...
Jun 28, 2025
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 28, 2025
H
AMD was a good example when it almost went bankrupt. It is the "not Intel" market that keep it afloat until Lisa comes in and save the day.
Jun 28, 2025
J
If Intel shuts down foundry for external customers, it’s basically means that they will stop scaling because the cost structure won’t...
Jun 28, 2025
S
well look at kranzich and swan who wasted billion on shareholder while destroying the company shareholder would have gotten a better...
Jun 28, 2025
C
Intel actually did recognize this trend, but took very little action/the wrong actions to support it, and then literally everything went...
Jun 28, 2025
C
If your market strategy is underpricing the market leader so your customers can negotiate better prices with the market leader, you...
Jun 28, 2025
D
too little.
If Intel were truly in paranoia, they should invest in their core and maintain a lead, rather than gamble in other areas...
Jun 28, 2025
Do you think Intel got itself into so much trouble today because of too much paranoia or too little?
In my opinion, it was too much...
Jun 28, 2025
D
There is a so-called anchor theory, also known as the big tree theory, in corporate governance. The larger the company expands, the...
Jun 28, 2025
D
Hehe.
Don't shoot the messenger.
The board of directors is merely the messenger of the shareholders.
No one would want to overthrow the...
Jun 28, 2025
Intel actually did recognize this trend, but took very little action/the wrong actions to support it, and then literally everything went...
Jun 28, 2025
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 28, 2025
M
So as an illustration, if I understand this correctly:
CXMT produces HBM2e for Accend 910C, a Huawei/SMIC production, creating a full...
Jun 28, 2025
M
Intel actually did recognize this trend, but took very little action/the wrong actions to support it, and then literally everything went...
Jun 28, 2025
Like.
Intel Foundry made the same mistake Samsung and Globalfoundries made, they went after TSMC. I told the Intel people first off to go...
Francisco Maya reacted to sit's post in the thread Former CEO Pat Gelsinger reveals he was 'not given the opportunity' to finish his job at Intel as he predicts the future of computing with
hist78 replied to the thread Just finished "Only the Paranoid Survive", and have a few thoughts about current day Intel.Do you think Intel got itself into so much trouble today because of too much paranoia or too little? In my opinion, it was too much...