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S
On July 23, Tesla held their Q2 earnings conference. The conferece included two interesting semiconductor related tidbits:
- The AI5...
Jul 27, 2025
S
10mm2 is quite large for a single core. But if it really could achieve 2X IPC and still hit decent clock rates, that would be insane...
Jul 27, 2025
S
When you factor in inflation, investing in Intel stock has been a nightmare for investors.
Jul 27, 2025
S
Better to own equity in a real live chip fab than US government bonds.
Jul 27, 2025
S
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
S
I found this to be partly driven by politics.
Jul 27, 2025
S
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 27, 2025
S
Consider it canceled then. No sane customer will drop TSMC in favor of Intel. Definitely not my company.
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
S
I agree with this in principle, but consider that fab scaling is slowing down significantly. A new "full node benefit" is 15% Perf per...
Jul 27, 2025
S
Not in my opinion. TSMC process development is still entirely in Taiwan. Worrying just about fabs is very roughly like worrying about...
Jul 27, 2025
S
It's a subtle warning to US Government as well.
Jul 27, 2025
V
Still do not understand the "obsession" of some people with "second foundry sourcing" in USA. INTEL for some time during the 2010-2020...
Jul 27, 2025
F
As I've been informed...
Jul 27, 2025
The USA does not control the so-called rare-earth minerals. When China "squeezes DT's balls", like they did for a couple of months, DT...
Jul 27, 2025
Like.
On July 23, Tesla held their Q2 earnings conference. The conferece included two interesting semiconductor related tidbits: - The AI5...
user nl replied to the thread Intel Reports Second-Quarter 2025 Financial Results.The USA does not control the so-called rare-earth minerals. When China "squeezes DT's balls", like they did for a couple of months, DT...