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S
@DanX
I guess that you assume subtracting labor cost from gross profit will come out operating profit. This is probably incorrect...
Jul 26, 2025
D
are u kidding me ?
No way you can compete with others in AI and mobile chips with 14/7 nm.
"I choose to smuggle at double the price."
Jul 26, 2025
This quote was interesting, (article dated May 13:)
"It's a fair assessment that Lip-Bu isn't thinking about massive changes," Zinsner...
Jul 26, 2025
S
FIrst that was not Jim Keller's 2nd it was a bad core from the rumors circulating it was going to be about 2X the IPC of Raptor Cove but...
Jul 26, 2025
B
It is 75% instead of 60% because a lot of Chinese fabless semiconductor players are not allowed to fab at TSMC anymore. Like Huawei or...
Jul 26, 2025
F
This quote was interesting, (article dated May 13:)
"It's a fair assessment that Lip-Bu isn't thinking about massive changes," Zinsner...
Jul 26, 2025
X
I think he knows what he is doing. Based on his comments on AI during the call, he understands it (but he did not explain his ideas...
Jul 26, 2025
X
This quote was interesting, (article dated May 13:)
"It's a fair assessment that Lip-Bu isn't thinking about massive changes," Zinsner...
Jul 26, 2025
X
Well, CFO had also mentioned that with the 18A test chips they had lost some customers...
Jul 26, 2025
I agree this was a very good question to which LBT mumbled some generic answer only for Dave to intervene and answer.
- If 14A...
Jul 26, 2025
S
Intel needs to focus on less core designs. Jim Keller's Royal Core proposal was a step in the right direction I think but that got axed.
Jul 26, 2025
S
There are some good people as well in those layoffs seeing those people and people working in core projects is my only concern last time...
Jul 26, 2025
S
Who told you that?
They do down to 14nm for some product type , the Singapore FAB I think do 22nm at best at the minute.
As a supplier...
Jul 26, 2025
S
Yeah, I feel like this is the kiss of death for Intel.
If I'm a customer looking at who I want to fab my chips, why would I spend a...
Jul 26, 2025
S
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 26, 2025
Like.
@DanX I guess that you assume subtracting labor cost from gross profit will come out operating profit. This is probably incorrect...
user nl reacted to Xebec's post in the thread Intel 10Q filing - We may cancel 14A if we do not win a large external customer with