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S
you missed the best part. Intel will be at 75K employees at end of year.
Pat decided to prioritize and invest in foundry. the write off...
Jul 24, 2025
I believe he did, which is a very honest answer. He clearly said it was not a Field of Dreams situation where you build capacity and...
Jul 24, 2025
M
It's a very easy path for TSMC to make Intel an offer they can't refuse on 14A, converting a large customer to the vast, unbeatable...
Jul 24, 2025
Intel CEO Lip-Bu Tan responded to a UBS analyst's question about the possibility of 14A being canceled. He stated that unless he sees...
Jul 24, 2025
TSMC, of course, but not if Taiwan is invaded. I trust China to execute on a threat more than I do the US (like about Greenland). It...
Jul 24, 2025
M
I agree. It's just a matter of competition. If one company pays but its competitors won't, that puts the payer in an inferior...
Jul 24, 2025
M
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
C
It's a very easy path for TSMC to make Intel an offer they can't refuse on 14A, converting a large customer to the vast, unbeatable...
Jul 24, 2025
C
If I was another nation I would not be trying to subsidize an American company .... between trump 1, biden, trump 2..... the US is not...
Jul 24, 2025
V
If I was another nation I would not be trying to subsidize an American company .... between trump 1, biden, trump 2..... the US is not...
Jul 24, 2025
K
No one is worried about US made TVs. Prices fall every year, the technology is no big deal, televisions are already assembled in...
Jul 24, 2025
I'd always had this feeling that except for maybe hyoerscalers and Broadcom, there wouldn't be much business from everyone else...
Jul 24, 2025
K
https://www.intc.com/filings-reports/all-sec-filings/content/0000050863-25-000109/0000050863-25-000109.pdf
"As part of the...
Jul 24, 2025
Y
I'd always had this feeling that except for maybe hyoerscalers and Broadcom, there wouldn't be much business from everyone else...
Jul 24, 2025
IBM’s semiconductor story is far from over. After a legal battle in which IBM and GlobalFoundries sued each other for breach of...
Jul 24, 2025
Like.
you missed the best part. Intel will be at 75K employees at end of year. Pat decided to prioritize and invest in foundry. the write off...
Daniel Nenni replied to the thread Intel Reports Second-Quarter 2025 Financial Results.I believe he did, which is a very honest answer. He clearly said it was not a Field of Dreams situation where you build capacity and...
hist78 reacted to Y.H's post in the thread Intel Reports Second-Quarter 2025 Financial Results with
Wow.
https://www.intc.com/filings-reports/all-sec-filings/content/0000050863-25-000109/0000050863-25-000109.pdf "As part of the...