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T
Not only that. But also they are exposed with geo-conflict risks.
Jul 27, 2025
T
Either that or pay whatever TSMC wants you to pay even Nvidia being a $4 Trillion company can't do anything
Jul 27, 2025
C
Consider it canceled then. No sane customer will drop TSMC in favor of Intel. Definitely not my company.
Jul 27, 2025
S
If Intel Foundry’s competition forced TSMC to cut prices by 10%, do customers actually pocket that 10% savings? No, because their...
Jul 27, 2025
S
The only thing that can save Intel foundry is CCP attacks Taiwan.
Jul 27, 2025
S
Lame strategy.
Jul 27, 2025
Y
It’s probably too late and not practical to consider those. If a break up happens , perhaps the design portion can relocate. But these...
Jul 26, 2025
X
Hence, I was thinking previously whether Intel could relocate to Singapore/Malaysia. I wonder whether the outcome would be better. There...
Jul 26, 2025
Y
You just do a simple thought experiment. If Intel is a Taiwanese company or a Japanese company or even a Chinese company. With a very...
Jul 26, 2025
X
Meanwhile, US is talking about building standard fossil fuel power stations to power AI. Imo, it is very backward, not to mention the...
Jul 26, 2025
Y
😂I think semiconductor industry is already considered pretty good compared to some other industries. Anyway , there is a saying; money...
Jul 26, 2025
K
Nvidia’s H20 is back in China. But at what cost—and what does it reveal about the future of AI hardware?
After months of U.S. export...
Jul 26, 2025
X
I feel US says too much and does very little. A showman country.
Jul 26, 2025
Y
I guess right now it depends on what the ecosystem’s perspective is. But you did mention a very important point why almost all...
Jul 26, 2025
X
I don't agree taking that perspective especially in the US. In US, just apply game theory and market base logics. Personally, I think...
Jul 26, 2025
Like.
Not only that. But also they are exposed with geo-conflict risks.
Sad.
The only thing that can save Intel foundry is CCP attacks Taiwan.