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Perhaps you would like to explain?
Jul 27, 2025
Consider it canceled then. No sane customer will drop TSMC in favor of Intel. Definitely not my company.
Jul 27, 2025
X
As much as anyone here, I suspect, you know the answers to this question. I think the answer is complicated. For TSMC as it exists...
Jul 27, 2025
X
TSMC gross margins have gone from 48% to 58% over the past decade. What do you think they are going to go to when there is no...
Jul 27, 2025
E
I think the most compelling case for Intel and agents is access to databases, code running in containers, and files in the cloud. When...
Jul 27, 2025
M
don't worry they will realize it too late and are gonna pay the price also they need to support micron as well along with TI gotta have...
Jul 27, 2025
S
The only thing that can save Intel foundry is CCP attacks Taiwan.
Jul 27, 2025
K
Agentic AI has strong requirements for CPU and memory capabilities, as real-world agent use cases often involve web operations (e.g...
Jul 27, 2025
M
Imagine for a moment if China actually did attack Taiwan, and in the process make TSMC unviable for an indeterminate period of time...
Jul 27, 2025
B
Qualcomm, Mediatek, all the different hyperscalers through Broadcom/Marvell, and AI startups (Softbank, OpenAI, etc.)
Jul 27, 2025
B
Best question of the Q&A:
Stacy Raskin, Analyst, Bernstein Research: Hi, guys. Thanks for taking my questions. So the first one, I...
Jul 27, 2025
B
TSMC gross margins have gone from 48% to 58% over the past decade. What do you think they are going to go to when there is no...
Jul 27, 2025
Hard to understand then why INTEL cannot run your "paint shop"........
Jul 27, 2025
D
don't worry they will realize it too late and are gonna pay the price also they need to support micron as well along with TI gotta have...
Jul 27, 2025
S
don't worry they will realize it too late and are gonna pay the price also they need to support micron as well along with TI gotta have...
Jul 27, 2025
user nl replied to the thread Intel Reports Second-Quarter 2025 Financial Results.Perhaps you would like to explain?
Daniel Nenni reacted to meo9725's post in the thread Intel 10Q filing - We may cancel 14A if we do not win a large external customer with
Haha.
Consider it canceled then. No sane customer will drop TSMC in favor of Intel. Definitely not my company.