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S
It could be due to PG who wanted to build a Noah's Ark in USA out of shareholders' capitals.
Jul 25, 2025
A
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 25, 2025
A
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
A
This is practically a discontinuation of 14A
Jul 25, 2025
S
Sorry, not quite following. How did you derive this?
Jul 25, 2025
D
Bravo to LBT.
Essentially, LBT is saying Intel’s cost at 14A is close to twice of TSMC’s 1.4nm —so who foots the bill?
TSMC is about...
Jul 25, 2025
D
This has already been published by other outlets:
Memo from Lip-Bu Tan July 25th 1:01pm to All Intel Employees:
Jul 25, 2025
T
This is what I called assert your competitive strength .
Bravo to LBT, at least he acknowledged the problem.
Jul 25, 2025
T
If you think of "true" American-made products, I think you're right
Is it not possible for the United States to achieve both domestic...
Jul 25, 2025
S
This is what I called assert your competitive strength .
Bravo to LBT, at least he acknowledged the problem.
Jul 25, 2025
D
This is what I called assert your competitive strength .
Bravo to LBT, at least he acknowledged the problem.
Jul 25, 2025
B
Yeah, that's what losers do. Winners have foresight.
Jul 25, 2025
T
At the very least, it may be trying to keep R&D costs down as much as possible by making use of the experience gained in 18A and the...
Jul 25, 2025
B
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
i think yes based on this
Jul 25, 2025