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That's why I say Dan is the few optimists around
Jul 25, 2025
E
TSMC has cleverly out-manuevered Intel's US national interests play by moving into AZ.
After this statement -- which is extremely...
Jul 25, 2025
S
TSMC has cleverly out-manuevered Intel's US national interests play by moving into AZ.
After this statement -- which is extremely...
Jul 25, 2025
S
Customers must fund this, not investors. If customers want a second source here in the United States Intel Foundry will succeed. If...
Jul 25, 2025
E
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 25, 2025
E
News Summary
Second-quarter revenue was $12.9 billion, flat year-over-year (YoY).
Second-quarter earnings (loss) per share (EPS)...
Jul 25, 2025
S
https://www.intc.com/filings-reports/all-sec-filings/content/0000050863-25-000109/0000050863-25-000109.pdf
"As part of the...
Jul 25, 2025
This has already been published by other outlets:
Memo from Lip-Bu Tan July 25th 1:01pm to All Intel Employees:
Jul 25, 2025
On this topic: https://www.darkreading.com/cyberattacks-data-breaches/4-chinese-apts-taiwan-semiconductor-industry
Jul 25, 2025
T
I was telling my nephew the same thing as he looks at trade schools. I also think AI will push the IT industry hard. Every company will...
Jul 25, 2025
T
Thought this was the most interesting bullet for this group. I guess electricians and HVAC techs are the limiting human factor in...
Jul 25, 2025
T
Simple truth but hard for Intel to admit.
Jul 25, 2025
T
intel IFS will not be split up, will go bankrupt
Let's hand over IFS assets and manufacturing equipment to TSMC
Jul 25, 2025
T
Not all companies treat BCP very seriously. I guess they can always argue TSMC has many fabs outside Taiwan. Monopoly pricing or...
Jul 25, 2025
Y
Not all companies treat BCP very seriously. I guess they can always argue TSMC has many fabs outside Taiwan. Monopoly pricing or...
Jul 24, 2025