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B
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
B
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
M
"TSMC AZ is a brilliant political move by CC Wei. Morris Chang was definitely wrong on this one."
Have you thought about how Morris...
Jul 24, 2025
S
My top Picks are Mediatek two of the big cloud vendors Qcom.
If they get any part of apple business that would be good enough but it's a...
Jul 24, 2025
S
Mobileye was using both TSMC and Samsung for 7nm but from what I was told it is mainly TSMC N7 and N5 now due to yield issues with...
Jul 24, 2025
I am very happy with cancellation of German Expansion should never have been started
Jul 24, 2025
Y
I suspect Broadcom might be a good potential customer. I don't think AMD and Nvidia would be interested.
Jul 24, 2025
S
I am very happy with cancellation of German Expansion should never have been started
Jul 24, 2025
S
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
S
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
S
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
S
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 unfortunate thing...that statement and the additional context provided in the "risks" section are unlikely to get discuss openly...
Jul 24, 2025
S
TSMC has cleverly out-manuevered Intel's US national interests play by moving into AZ.
After this statement -- which is extremely...
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
Like.
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...
Haha.
"TSMC AZ is a brilliant political move by CC Wei. Morris Chang was definitely wrong on this one." Have you thought about how Morris...
Daniel Nenni reacted to siliconbruh999's post in the thread Intel Reports Second-Quarter 2025 Financial Results with