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B
There are two parts to IFS, one is filling existing fabs and two is partnering with big a customer on new fabs. If a big customer does...
Jul 25, 2025
X
Let's not forget TSMC is already demonstrating monopoly behaviors here. "If you go outside TSMC you're no longer in our inner circle"...
Jul 25, 2025
X
I guess that Apples and Nvidias do not give a shxt about monopoly prices, as long as their competitors are paying the same prices. Also...
Jul 25, 2025
X
It is a subtle warning to the entire semiconductor ecosystem. One which I will be repeating at every possibility. Are you hearing me...
Jul 25, 2025
S
Best question of the Q&A:
Stacy Raskin, Analyst, Bernstein Research: Hi, guys. Thanks for taking my questions. So the first one, I...
Jul 25, 2025
Y
Actually Singapore is a good choice. Their partner, UMC, has a fab there. Intel has packaging facilities in msia. Singapore has low tax...
Jul 25, 2025
S
I don't worry about Internal if they see meaningful external commitment they will force Intel Product to move around a bit.
Jul 25, 2025
Y
Actually for leading node like 14A, I don’t think there are much customers that’s have the financial resources to be early adopters...
Jul 25, 2025
D
Best question of the Q&A:
Stacy Raskin, Analyst, Bernstein Research: Hi, guys. Thanks for taking my questions. So the first one, I...
Jul 25, 2025
K
There are two parts to IFS, one is filling existing fabs and two is partnering with big a customer on new fabs. If a big customer does...
Jul 25, 2025
K
So, what is the worst case for IFS? It seems to me that it won't be too bad for Intel, even if 14A doesn't work out. 18A could be a...
Jul 25, 2025
K
It is a subtle warning to the entire semiconductor ecosystem. One which I will be repeating at every possibility. Are you hearing me...
Jul 25, 2025
K
I believe this picture is related to the Intel Foundry Direct event held in May 2025.
If this Intel diagram is accurate, it reveals a...
Jul 25, 2025
K
i think yes based on this
Jul 25, 2025
K
It's a subtle warning to US Government as well.
Jul 25, 2025
Like.
There are two parts to IFS, one is filling existing fabs and two is partnering with big a customer on new fabs. If a big customer does...