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X
He chose a high capital intensity, long-duration, high risk, and low-return strategy for Intel. Such decisions resemble those made by...
Jul 12, 2025
A major transition for Intel. Organizational changes at this scale often signal broader shifts in company direction. Will be interesting...
Jul 12, 2025
S
Which is right there are other way to increase shareholder value Pat made some bad decision but many of his decisions will pay off in...
Jul 12, 2025
X
I think share buybacks are a way to compensate shareholders, but they should be done at the right time and for the right reasons. For...
Jul 12, 2025
P
“Intel’s gamble” as if this is the only one
Jul 12, 2025
K
In January 2024, UMC announced a surprise partnership with Intel to develop and manufacture a 12nm process platform—an area where...
Jul 12, 2025
F
X90 is still using N+2 7nm confirmed by Techinsight, not 5nm.
And last week a China de-cap team stated that they bought a 910C and find...
Jul 12, 2025
L
X90 is still using N+2 7nm confirmed by Techinsight, not 5nm.
And last week a China de-cap team stated that they bought a 910C and find...
Jul 12, 2025
F
If this low yield is not an excursion, then it looks like it has been subsidized by the Chinese government for a while. So there has...
Jul 12, 2025
S
'If he had done everything for the shareholders' this is the thing that ruined Intel in the first place.
Jul 12, 2025
A
In my experience it doesn't work that way. You can't just bootstrap your way to a technological lead. You need to work through each...
Jul 12, 2025
F
Seems like there is considerable government and prestige pressure on both SMIC and Huawei to both transition to 5nm for leading edge AI...
Jul 12, 2025
F
With enough buckets of money, maybe. I think SMIC and even Huawei are a bit caught in the difficult economic space Intel is experiencing...
Jul 12, 2025
P
Radio chips absolutely do need both density, and doing more with less.
Note, they talk about GaN IC foundry, not individual transistors.
Jul 12, 2025
K
With enough buckets of money, maybe. I think SMIC and even Huawei are a bit caught in the difficult economic space Intel is experiencing...
Jul 12, 2025
xu fei replied to the thread Intel layoffs begin: Chipmaker is cutting many thousands of jobs.A major transition for Intel. Organizational changes at this scale often signal broader shifts in company direction. Will be interesting...
Like.
X90 is still using N+2 7nm confirmed by Techinsight, not 5nm. And last week a China de-cap team stated that they bought a 910C and find...