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B
Pat Gelsinger, as the CEO, got almost four years to improve Intel. I think Mr. Lip-Bu Tan probably has about 2+ years to right the ship...
Jul 25, 2025
F
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
E
Simple truth but hard for Intel to admit.
Jul 25, 2025
F
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 25, 2025
E
I am very happy with cancellation of German Expansion should never have been started
Jul 25, 2025
E
IBM’s semiconductor story is far from over. After a legal battle in which IBM and GlobalFoundries sued each other for breach of...
Jul 25, 2025
E
You say you have a great next node. No one wants it. you cannot fund it so you stop work (you buy chips from a different foundry). You...
Jul 25, 2025
F
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 25, 2025
E
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 25, 2025
F
Imagine for a moment if China actually did attack Taiwan, and in the process make TSMC unviable for an indeterminate period of time...
Jul 25, 2025
F
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 25, 2025
E
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 25, 2025
F
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 25, 2025
E
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 25, 2025
S
Nations should be funding this too. Depending on one company, literally in harm's way geographically and politically, for an...
Jul 25, 2025
Like.
Pat Gelsinger, as the CEO, got almost four years to improve Intel. I think Mr. Lip-Bu Tan probably has about 2+ years to right the ship...