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T
Can we not make this thread political ? 😅.
Jul 28, 2025
T
It's better not to underestimate him...
LBT's career should be seen
where he belonged to in the past
Jul 28, 2025
S
I expected Intel Foundry to flop from the get go. Intel has been half-assedly trying at it for years with pathetic results. IBM and AMD...
Jul 28, 2025
T
I enjoyed reading this LBT quote from an analyst call regarding 2Q25 results:
Seriously? Did LBT help create the foundry industry? I...
Jul 28, 2025
T
S
when someone claims himself very very familar with the foundry business, does that imply he needs to have helped create the industry...
Jul 28, 2025
T
I expected Intel Foundry to flop from the get go. Intel has been half-assedly trying at it for years with pathetic results. IBM and AMD...
Jul 28, 2025
T
Unfortunately this is the story of how Intel lost it's Foundry business.
The same exact thing happened when Otellini wasn't willing to...
Jul 28, 2025
T
Personally, I was thinking about TSMC's N4 and later processes.
It wasn't a problem with TSMC's technology, but I wanted to say about...
Jul 28, 2025
X
Practically Tesla's fab now. Maybe they can handle the tool installations from the very beginning!
Jul 28, 2025
T
This story and What does it have to do with Strongarm?
I think it's a bit unreasonable
Apart from that, instead of strongarm, there...
Jul 28, 2025
B
This may have been a Texas thing. Elon moved Tesla HQ from Palo Alto to Austin in 2021 due to a tiff with Gavin Newsome, Governor of...
Jul 28, 2025
X
I agree, this is the type of deal that Intel Foundry can do. It is more than just wafer sales, they really are joint development...
Jul 28, 2025
B
This situation marks four wins and one loss:
(1) Tesla successfully diversified its supply chain, cutting costs;
(2) Samsung landed a...
Jul 28, 2025
B
Knowing how Elon/Tesla works, it was probably a combination of price and control. Tesla will strong arm it's suppliers and wants a lot...
Jul 28, 2025
Like.
Can we not make this thread political ? 😅.