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T
I don't know the cost of 14A at all For now
Jul 25, 2025
T
Sorry, not quite following. How did you derive this?
Jul 25, 2025
T
I always thought Intel should have tried to be the partner of Rapidus instead of IBM that would have been blessing.
Jul 25, 2025
T
Japan as well. They subsidized TSMC (https://fortune.com/2024/02/24/japan-tsmc-plant-subsidies-semiconductors-chips-technology/) could...
Jul 25, 2025
T
Or just to compete with GF.
Jul 25, 2025
T
Not just china. Many places in Asia have incentives plan to foster domestic semiconductor manufacturing and some of them go to great...
Jul 25, 2025
T
maybe if intel expanded in there instead of Europe/US it would be in a better position now, with fabs already built
Jul 25, 2025
T
I was thinking whether Intel could relocate to places like Singapore/Malaysia, a low cost environment, dedicated workforce, and...
Jul 25, 2025
D
Only way I could see a deal working between Apple and Intel would be if they offered frighteningly competitive pricing per wafer. Apple...
Jul 25, 2025
A
Nations should be funding this too. Depending on one company, literally in harm's way geographically and politically, for an...
Jul 25, 2025
S
Sorry, not quite following. How did you derive this?
Jul 25, 2025
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
Like.
Sorry, not quite following. How did you derive this?