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A
40 years ago, "did you wanna get fired for NOT buying IBM?" The same principle still applies Today?
Jun 28, 2025
A
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 28, 2025
O
Why would anyone in their right mind take a risk on Intel Foundry if they don’t have a price or technology advantage or if they no...
Jun 28, 2025
If this article is to be believed, it seems like under Lip-Bu Tan Intel might be shifting towards a focus on Samsung's share of the...
Jun 28, 2025
X
"Semiconductor revenue required to support one leading edge fab" is a fabulous metric, comparing Intel (with tons of revenue in 2011...
Jun 28, 2025
Just because Samsung sold on price does not mean Intel Foundry will have to. Customers want an alternative to TSMC and that is a fact...
Jun 28, 2025
B
"Semiconductor revenue required to support one leading edge fab" is a fabulous metric, comparing Intel (with tons of revenue in 2011...
Jun 28, 2025
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 28, 2025
B
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
B
If your market strategy is underpricing the market leader so your customers can negotiate better prices with the market leader, you...
Jun 28, 2025
X
+1 to DanX above; I'm also very much in the 'too little' camp. In fact, they were the opposite of too paranoid -- they were too...
Jun 28, 2025
X
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
X
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
J
"In particular, it is said that they are intensively analyzing the recent case in which Google transferred the mass production of...
Jun 28, 2025
J
The myopia of the corporate world never ceases to amaze me. I believe Samsung's biggest problem is as plain as the nose on Vice...
Jun 28, 2025
Like.
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...
Daniel Nenni reacted to Artificer60's post in the thread Samsung Foundry, Strategy Meeting Key 'Finding the Reason Google Missed Out' with
Francisco Maya reacted to KevinK's post in the thread Just finished "Only the Paranoid Survive", and have a few thoughts about current day Intel with