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M
TSMC is certainly the lazy option...
Though I suspect Rapidus given IBM is helping them make 2nm.
Jul 10, 2025
For the next five years, Intel Foundry for external customers is probably not the first or second priority. The first priority is for...
Jul 10, 2025
A
I find it interesting that their is no mention of Tan saying anything about plans for the foundry business. I wonder if he didn't...
Jul 10, 2025
B
Window of opportunity!
Got ovens in FAB no?
Jul 10, 2025
M
Yes, Pat Gelsinger inherited many problems when he became CEO of Intel in 2021.
But after 3 years and 10 months in the role before...
Jul 10, 2025
S
Let's hope Jensen can talk some sense into them all. Politicians........... :cautious:
Jul 10, 2025
S
the new CEO, fortunately, does not have that history and culture change baggage. Both external reality and internal top down mandate...
Jul 10, 2025
C
A concerning thing for Intel is by many measures they are no longer even as big as thier suppliers and they are much smaller than their...
Jul 10, 2025
Not risky for the four trillion dollar man! I did not ever think I would see the day that a semiconductor company was the most valuable...
Jul 10, 2025
I will tell you a story of one corporate visit to China of one F500 executive back 16 years ago.
They are flown by their corporation to...
Jul 10, 2025
Serving as a goodwill messenger, or acting as the responsible adult in the room between Trump and Xi, is a risky job.
Jul 10, 2025
F
According to Scotten Jones' analysis back in 2018 about Samsung 7nm node:
"The calculated transistor density is 101.23 MTx/mm2 based on...
Jul 10, 2025
B
WASHINGTON (Reuters) -Nvidia CEO Jensen Huang will meet U.S. President Donald Trump at the White House on Thursday, a day before the...
Jul 10, 2025
X
Serving as a goodwill messenger, or acting as the responsible adult in the room between Trump and Xi, is a risky job.
Jul 10, 2025
Haha.
TSMC is certainly the lazy option... Though I suspect Rapidus given IBM is helping them make 2nm.
hist78 replied to the thread Intel’s CEO: ‘We are not in the top 10’ of leading chip companies.For the next five years, Intel Foundry for external customers is probably not the first or second priority. The first priority is for...
Daniel Nenni replied to the thread Nvidia CEO Huang to meet Trump before China trip, source says.Not risky for the four trillion dollar man! I did not ever think I would see the day that a semiconductor company was the most valuable...