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T
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
T
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
T
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
T
"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
T
Nations should be funding this too. Depending on one company, literally in harm's way geographically and politically, for an...
Jul 24, 2025
T
The unfortunate thing...that statement and the additional context provided in the "risks" section are unlikely to get discuss openly...
Jul 24, 2025
T
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
T
TSMC has cleverly out-manuevered Intel's US national interests play by moving into AZ.
After this statement -- which is extremely...
Jul 24, 2025
T
This has already been published by other outlets:
Memo from Lip-Bu Tan July 25th 1:01pm to All Intel Employees:
Jul 24, 2025
T
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
T
Which is the right approach and will keep Intel out of bankruptcy, but they will likely need to give up on the idea of competing with TSMC.
Jul 24, 2025
T
https://www.intc.com/filings-reports/all-sec-filings/content/0000050863-25-000109/0000050863-25-000109.pdf
"As part of the...
Jul 24, 2025
T
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
T
Revenue about $1B above estimate ($11.9B vs. $12.8B) is a good sign. Earnings were down due to write-offs and severances. For a fairly...
Jul 24, 2025
S
n,n-1,n-2 should qualify as leading edge imo
Jul 24, 2025
Like.
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...