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Let me explore this a little further:
There are two types of labor expenses. The first is direct labor expense, which is directly...
Jul 26, 2025
Let me explore this a little further:
There are two types of labor expenses. The first is direct labor expense, which is directly...
Jul 26, 2025
X
I found this to be partly driven by politics.
Jul 26, 2025
X
As of the end of 2024, Intel had already spent $3.7 billion on constructing new fabs in New Albany, Ohio. I’ve always felt this decision...
Jul 26, 2025
L
The only thing that can save Intel foundry is CCP attacks Taiwan.
Jul 26, 2025
F
I would not discount the value of foundry experience and an opportunity to prove that Intel can operate successfully as a foundry.
Jul 26, 2025
The only thing that can save Intel foundry is CCP attacks Taiwan.
Jul 26, 2025
X
I found this to be partly driven by politics.
Jul 26, 2025
X
No, Intel needs to know its limits and focus on AI, which is large enough.
Jul 26, 2025
X
I think the problem is the US environment. I find it corrupted in same way from the very top:
For Lip-Bu, his job is to recover Intel...
Jul 26, 2025
H
The only thing that can save Intel foundry is CCP attacks Taiwan.
Jul 26, 2025
As of the end of 2024, Intel had already spent $3.7 billion on constructing new fabs in New Albany, Ohio. I’ve always felt this decision...
Jul 26, 2025
D
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 26, 2025
L
I would not discount the value of foundry experience and an opportunity to prove that Intel can operate successfully as a foundry.
Jul 26, 2025
S
Consider it canceled then. No sane customer will drop TSMC in favor of Intel. Definitely not my company.
Jul 26, 2025
Daniel Nenni reacted to hist78's post in the thread Intel Reports Second-Quarter 2025 Financial Results with
Like.
Let me explore this a little further: There are two types of labor expenses. The first is direct labor expense, which is directly...
hist78 replied to the thread Intel Reports Second-Quarter 2025 Financial Results.Let me explore this a little further: There are two types of labor expenses. The first is direct labor expense, which is directly...
Haha.
The only thing that can save Intel foundry is CCP attacks Taiwan.
