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BTW, I remember some people on this site saying that most people in Taiwan would support defending Taiwan against China. I seriously...
Jul 26, 2025
F
That's plausible, there are definitely precedents for that. But that would defeat the motivation to keep technology development control...
Jul 26, 2025
F
Maybe the business model is to get sold to ASML?
Jul 26, 2025
O
Maybe the business model is to get sold to ASML?
Jul 26, 2025
T
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
T
No, Intel needs to know its limits and focus on AI, which is large enough.
Jul 26, 2025
T
Yes, I used a 2:1 ratio for Intel:TSMC .
This assumption is overly simplistic and biased.
But it won't change the point of view.
Jul 26, 2025
T
As you mentioned it...
Jul 26, 2025
F
The basic problem is ASML wants control over the light source. That's the reasoning behind the Cymer acquisition.
The previous American...
Jul 26, 2025
X
As you mentioned it...
Jul 26, 2025
S
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
B
The only thing that can save Intel foundry is CCP attacks Taiwan.
Jul 26, 2025
B
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
F
Samsung and yield do not seem to go together. Given that Samsung competes with customers on a full range of products SK Hynix is the...
Jul 26, 2025
D
Yes, I used a 2:1 ratio for Intel:TSMC .
This assumption is overly simplistic and biased.
But it won't change the point of view.
Jul 26, 2025
Like.
Maybe the business model is to get sold to ASML?
Angry.
The only thing that can save Intel foundry is CCP attacks Taiwan.