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E
"PG seems to bet too much on relying on government support. He is right that Asian government are, to a point , unfairly supporting...
Aug 1, 2025
E
Probably not the memory division but the Texas logic fab will be the crash test dummy. I am a big fan of Elon, he has done some amazing...
Aug 1, 2025
E
22/28nm business reaches record high, accounting for 40% of Q2 revenue
Second Quarter 2025 Overview:
Revenue: NT$58.76 billion...
Aug 1, 2025
E
Single digit growth is good for a 2nd tier foundry. GF is running a single digit deficit in 2025 thus far. Go UMC!
Aug 1, 2025
E
The dose increase required to get the photon shot noise to pre-EUV levels will be exorbitant...
Aug 1, 2025
B
Yet hopes, dreams, and national security don’t a yield curve make.
Intel could absolutely still do this. 18A needs to land like a...
Jul 31, 2025
S
Spinning off IFS will actually kill Intel products in long term right now they are maintaining share through IFS Simply due to the...
Jul 31, 2025
S
I hope that’s the case. But he is trump. Haha.
Jul 31, 2025
S
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
S
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
S
Not really it's more to do with their idiotic decision over the years.
You have forgotten about other state like New Mexico
Jul 31, 2025
S
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
"PG seems to bet too much on relying on government support. He is right that Asian government are, to a point , unfairly supporting...
Jul 31, 2025
O
If Intel had chosen to site their TD fab in NY state 25 years ago, would things be different?
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
Like.
"PG seems to bet too much on relying on government support. He is right that Asian government are, to a point , unfairly supporting...
hist78 replied to the thread Bernstein: World needs a TSMC alternative—and this name is best positioned."PG seems to bet too much on relying on government support. He is right that Asian government are, to a point , unfairly supporting...