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A
I think this is going the way of DEC, or AMD more than IBM! Not enough volume and really doesn’t seem LBT has any attachment to...
Jul 25, 2025
Every company even the trillion dollar ones or superscalar have limited resources. Do you allocate people and money to enable sa...
Jul 25, 2025
A
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
That recycled water is actually ultra pure and it meets semiconductor manufacturing standards.
Jul 25, 2025
T
That’s true. I’m sure the Singapore govt has that money. But they are sonewhat frugal and won’t spent 10 billion incentives unless there...
Jul 25, 2025
A
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
T
I suppose the idea here is trying to not just bet on one name only
Jul 25, 2025
T
Qualcomm and broadcom are more likely external customers. And if I heard it correctly, LB mentioned "two customers".
Actually apple...
Jul 25, 2025
It's a subtle warning to US Government as well.
Jul 25, 2025
Welcome clarity. Though increasingly obvious that Intel products just don't have the volume to justify many more future nodes, it needed...
Jul 25, 2025
This is practically a discontinuation of 14A
Jul 25, 2025
A
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
@sonchoy
His TSMC's 10% labor cost assumption is probably incorrect. See my post...
Jul 25, 2025
A
TSMC has cleverly out-manuevered Intel's US national interests play by moving into AZ.
After this statement -- which is extremely...
Jul 25, 2025
A
Intel CEO Lip-Bu Tan responded to a UBS analyst's question about the possibility of 14A being canceled. He stated that unless he sees...
Jul 25, 2025
Like.
I think this is going the way of DEC, or AMD more than IBM! Not enough volume and really doesn’t seem LBT has any attachment to...
user nl reacted to BruceA's post in the thread Intel 10Q filing - We may cancel 14A if we do not win a large external customer with
Haha.
intel IFS will not be split up, will go bankrupt Let's hand over IFS assets and manufacturing equipment to TSMC