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M
Great way to make sure expertise don't stay in US
Aug 1, 2025
P
I would list these as expected "Retirements" .... shaking up the expected areas. I still remember referencing Kaizad's papers decades...
Aug 1, 2025
C
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
S
"OpenAI has raised $8.3 billion at a $300 billion valuation, months ahead of schedule, as part of its plan to secure $40 billion in...
Aug 1, 2025
I would list these as expected "Retirements" .... shaking up the expected areas. I still remember referencing Kaizad's papers decades...
Aug 1, 2025
M
I would list these as expected "Retirements" .... shaking up the expected areas. I still remember referencing Kaizad's papers decades...
Aug 1, 2025
S
No, with Stacy Rasgon, this is his M.O. where Intel is concerned. This is from a 2012 news report.
Intel Corp cut its third-quarter...
Aug 1, 2025
I know Gary, shocked he stayed as long as he did. He definitely had a window seat. He is past retirement age. Kaizad Mistry, career...
Aug 1, 2025
M
I would be nice for customers if there was a leading foundry like TSMC. But TSMC moved ahead based on skill and execution, So you cannot...
Aug 1, 2025
A
No, with Stacy Rasgon, this is his M.O. where Intel is concerned. This is from a 2012 news report.
Intel Corp cut its third-quarter...
Aug 1, 2025
M
Wait till you see the cost impacts for 18A and the impact of the joint venture.... there is no happy ending to the 18A spending...
Aug 1, 2025
A
"Samsung, with its comparable technologies, better cost structure and, more importantly, the support from a memory business and hence...
Aug 1, 2025
O
Gary Patton, who was the former CTO at GF and the executive in charge of design enablement, is one of the executives listed.
SAN...
Aug 1, 2025
C
"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
S
Great way to make sure expertise don't stay in US
Aug 1, 2025