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Latest activity

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Daniel Nenni reacted to Franco Cartolano's post in the thread Just finished "Only the Paranoid Survive", and have a few thoughts about current day Intel with Haha.

I actually wonder what they got right

Jun 29, 2025
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Xebec reacted to siliconbruh999'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 Like.

well look at kranzich and swan who wasted billion on shareholder while destroying the company shareholder would have gotten a better...

Jun 29, 2025
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Franco Cartolano replied to the thread Just finished "Only the Paranoid Survive", and have a few thoughts about current day Intel.

I actually wonder what they got right

Jun 29, 2025
X

Xebec reacted to Daniel Nenni'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 Like.

It absolutely is. Why else would companies do business with Samsung Foundry? How do you negotiate pricing with TSMC without cheap...

Jun 29, 2025
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Xebec reacted to Daniel Nenni'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 Like.

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 29, 2025
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tooLongInEDA reacted to hist78'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 Like.

It may or may not apply today. But another principle still holds: any alternative suppliers must offer their products or services at a...

Jun 29, 2025
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cykur1 reacted to osnium'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 Like.

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 29, 2025
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Artificer60 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 Like.

Key Intel 18A deliverable is a flawless PantherLake ramp. This shows existence proof of decent yields and manufacturing capability...

Jun 29, 2025
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KevinK reacted to Daniel Nenni'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 Like.

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 29, 2025
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dkr1986 reacted to Daniel Nenni'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 Like.

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 29, 2025
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Rahul Razdan reacted to horace'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 Like.

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 29, 2025
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Rahul Razdan 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 Like.

Key Intel 18A deliverable is a flawless PantherLake ramp. This shows existence proof of decent yields and manufacturing capability...

Jun 29, 2025
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Rahul Razdan replied to 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.

Lip Bu as deal maker.... what do you think are his top three deals ?

Jun 29, 2025
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Rahul Razdan reacted to Daniel Nenni'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 Like.

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 29, 2025
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Potato Fries reacted to Barnsley's post in the thread Intel reaffirms commitment to Malaysia with RM50 billion reinvestment and workforce expansion with Like.

Lowyat is famous in Singapore for bitter Malaysians bashing Singaporeans and saying how much better the food is in Malaysia than...

Jun 29, 2025

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