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Latest activity

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tomatoma reacted to Y.H's post in the thread Bernstein: World needs a TSMC alternative—and this name is best positioned with Haha.

Anyway I read your article on Intel 3.0. I guessed you have very high confidence in Lip Bu. 😂 I would be looking out for your follow up...

Aug 1, 2025
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tomatoma reacted to Artificer60's post in the thread Bernstein: World needs a TSMC alternative—and this name is best positioned with Haha.

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...

Aug 1, 2025
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tomatoma reacted to Y.H's post in the thread How Intel Stock Falls to $10 with Like.

I think I read some one commented that the chips act might have prevented Intel from completely spinning out IFS. Perhaps they still...

Aug 1, 2025
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tomatoma reacted to siliconbruh999's post in the thread How Intel Stock Falls to $10 with Like.

Spinning off IFS will actually kill Intel products in long term right now they are maintaining share through IFS Simply due to the...

Aug 1, 2025
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tomatoma reacted to Y.H's post in the thread How Intel Stock Falls to $10 with Haha.

I hope that’s the case. But he is trump. Haha.

Aug 1, 2025
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tomatoma 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...

Aug 1, 2025
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tomatoma reacted to siliconbruh999's post in the thread Intel’s potential exit from advanced manufacturing puts its Oregon future in doubt with Like.

Not really it's more to do with their idiotic decision over the years. You have forgotten about other state like New Mexico

Aug 1, 2025
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tomatoma reacted to siliconbruh999's post in the thread Intel’s potential exit from advanced manufacturing puts its Oregon future in doubt with Like.

Yes PTL needs to have a launch like LNL and they should nail launch like that for all 18A products.

Aug 1, 2025
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tomatoma reacted to Brady's post in the thread Intel’s potential exit from advanced manufacturing puts its Oregon future in doubt with Like.

Yet hopes, dreams, and national security don’t a yield curve make. Intel could absolutely still do this. 18A needs to land like a...

Aug 1, 2025
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E61M5Touring 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...

Aug 1, 2025
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siliconbruh999 replied to the thread Intel’s potential exit from advanced manufacturing puts its Oregon future in doubt.

Yes PTL needs to have a launch like LNL and they should nail launch like that for all 18A products.

Aug 1, 2025
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siliconbruh999 reacted to Brady's post in the thread Intel’s potential exit from advanced manufacturing puts its Oregon future in doubt with Like.

Yet hopes, dreams, and national security don’t a yield curve make. Intel could absolutely still do this. 18A needs to land like a...

Aug 1, 2025
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E61M5Touring reacted to hist78's post in the thread How Intel Stock Falls to $10 with Like.

Or can we ask an equally important question: Can Intel survive as an IDM in a semiconductor industry that has embraced the...

Aug 1, 2025
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E61M5Touring reacted to count's post in the thread How Intel Stock Falls to $10 with Like.

So a lot of people think Intel has an execution issue, and they do. But they also currently have the wrong strategy. When Steve Jobs...

Aug 1, 2025
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E61M5Touring reacted to vslee's post in the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal with Haha.

Why do you need a translation? From the picture, you can clearly see that Samsung transports their wafers on carts like any other...

Aug 1, 2025

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