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Imagine for a moment if China actually did attack Taiwan, and in the process make TSMC unviable for an indeterminate period of time...
Jul 24, 2025
TSMC has cleverly out-manuevered Intel's US national interests play by moving into AZ.
After this statement -- which is extremely...
Jul 24, 2025
C
I don’t see customers shelling out 10s of billions to Intel to build them a fab when Intel has no track record of success when it comes...
Jul 24, 2025
B
Nations should be funding this too. Depending on one company, literally in harm's way geographically and politically, for an...
Jul 24, 2025
S
"The increase in capital cost at Intel 14A makes it clear that we need both Intel products and a meaningful external customer to drive...
Jul 24, 2025
V
https://www.intc.com/filings-reports/all-sec-filings/content/0000050863-25-000109/0000050863-25-000109.pdf
"As part of the...
Jul 24, 2025
https://www.intc.com/filings-reports/all-sec-filings/content/0000050863-25-000109/0000050863-25-000109.pdf
"As part of the...
Jul 24, 2025
S
The unfortunate thing...that statement and the additional context provided in the "risks" section are unlikely to get discuss openly...
Jul 24, 2025
L
https://www.intc.com/filings-reports/all-sec-filings/content/0000050863-25-000109/0000050863-25-000109.pdf
"As part of the...
Jul 24, 2025
B
So... they do have external customers, but just exploring and helping design the node but not committed to wafers (yet)? Yeesh, it's...
Jul 24, 2025
J
Customers must fund this, not investors. If customers want a second source here in the United States Intel Foundry will succeed. If...
Jul 24, 2025
B
TSMC has cleverly out-manuevered Intel's US national interests play by moving into AZ.
After this statement -- which is extremely...
Jul 24, 2025
This has already been published by other outlets:
Memo from Lip-Bu Tan July 25th 1:01pm to All Intel Employees:
Jul 24, 2025
Customers must fund this, not investors. If customers want a second source here in the United States Intel Foundry will succeed. If...
Jul 24, 2025
S
Agreed; however insane it might sound not to have a second source to TSMC, if it's not making money, it has to go. Private investors...
Jul 24, 2025
Daniel Nenni reacted to blueone's post in the thread Intel Reports Second-Quarter 2025 Financial Results with
Like.
Imagine for a moment if China actually did attack Taiwan, and in the process make TSMC unviable for an indeterminate period of time...
hist78 reacted to sonchoy's post in the thread Intel Reports Second-Quarter 2025 Financial Results with
Sad.
https://www.intc.com/filings-reports/all-sec-filings/content/0000050863-25-000109/0000050863-25-000109.pdf "As part of the...