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Latest activity

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

I mean Dr. Rasgon has generally been right about Intel.

Aug 1, 2025
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tomatoma replied to the thread Bernstein: World needs a TSMC alternative—and this name is best positioned.

Well, it's been said for a long time that Foundry takes time to see the results.

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

Which particular group of Asians are you talking to? Asia a big place

Aug 1, 2025
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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 Like.

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...

Aug 1, 2025
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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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