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If Intel is unable to continue advanced node development, it would heavily affect a small state, 1 of 50.
If Samsung is unable to...
Jul 31, 2025
Y
I hope that’s the case. But he is trump. Haha.
Jul 31, 2025
Everything is negotiable. Don’t take that clause too seriously. Trump can’t kill the CHIPS Act on one hand and then ask Intel to keep...
Jul 31, 2025
B
If Intel is unable to continue advanced node development, it would heavily affect a small state, 1 of 50.
If Samsung is unable to...
Jul 31, 2025
Y
I think I read some one commented that the chips act might have prevented Intel from completely spinning out IFS. Perhaps they still...
Jul 31, 2025
F
China’s leading DRAM maker, ChangXin Memory Technologies (CXMT) finally revealed 16Gb DDR5 chips to the market. The Gloway 16GBx2...
Jul 31, 2025
O
I mean Dr. Rasgon has generally been right about Intel.
Jul 31, 2025
"Samsung, with its comparable technologies, better cost structure and, more importantly, the support from a memory business and hence...
Jul 31, 2025
B
Which particular group of Asians are you talking to?
Asia a big place
Jul 31, 2025
Y
I think the biggest issue for Intel , other than their own execution,is they operate in an environment where a lot is promised but very...
Jul 31, 2025
D
As an example. Lisa Su joined AMD at 2012, AMD overtook Intel at 2022 for the first time.
Jul 31, 2025
A
Samsung hasn't had a good yielding process since like 8nm? that was the last time i saw them ship large dies in volume.
Jul 31, 2025
D
Mostly, Asians have a tradition of humility.
They can accept mentally that I’m currently the #3, and that it will take at least 8-10...
Jul 31, 2025
If Bernstein is right than Lip-bu Tan is correct in shutting down IFS. From what I understand , both TSMC and Samsung does quite a bit...
Jul 31, 2025
A
I'm trying to remember the last time Stacy Rasgon had something positive to say about Intel and coming up short. :)
Am I to assume...
Jul 31, 2025
hist78 reacted to benb's post in the thread Intel’s potential exit from advanced manufacturing puts its Oregon future in doubt with
Like.
If Intel is unable to continue advanced node development, it would heavily affect a small state, 1 of 50. If Samsung is unable to...