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Latest activity

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

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 2, 2025
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tomatoma reacted to Daniel Nenni's post in the thread Intel’s potential exit from advanced manufacturing puts its Oregon future in doubt with Like.

Agreed. Stacy says it like it is, great guy. Do you really see Lip-Bu staying at Intel without manufacturing? He was hired to save the...

Aug 2, 2025
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tomatoma reacted to Xebec's post in the thread Intel’s potential exit from advanced manufacturing puts its Oregon future in doubt with Like.

Is there an Ouija board that can tell us what Intel's Board is thinking?

Aug 2, 2025
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tomatoma reacted to Daniel Nenni's post in the thread Intel’s potential exit from advanced manufacturing puts its Oregon future in doubt with Like.

The board is smaller but could be refreshed. There should be a 5 year expiration date for companies that are struggling.

Aug 2, 2025
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tomatoma reacted to Xebec's post in the thread Intel’s potential exit from advanced manufacturing puts its Oregon future in doubt with Like.

Looking at the Role/Backgrounds, I see.. 3 out of 8 (37.5%) that look useful?

Aug 2, 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.

The bord is well balance but some people needs to go and replaced the older ones who have been so long at Intel.

Aug 2, 2025
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tomatoma reacted to count's post in the thread Intel’s potential exit from advanced manufacturing puts its Oregon future in doubt with Like.

I don't know, I see a pretty well balanced board here. You want a mix of technical, finance, research experience. Some of the board...

Aug 2, 2025
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tomatoma replied to the thread Bernstein: World needs a TSMC alternative—and this name is best positioned.

I think I have a basic power Those two companies are much more powerful than startups around here.

Aug 2, 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.

Hmm. I don’t think we should treat them as newcomers but the need for second source or perhaps more so, the wants to avoid monopoly is...

Aug 2, 2025
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tomatoma reacted to count's post in the thread Bernstein: World needs a TSMC alternative—and this name is best positioned with Like.

I have said for awhile there is no such thing as a "NOT market leader" market. Yes companies like to have a second source, but the...

Aug 2, 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.

Yes. But perhaps without the x86 license, all these may not be possible. Everyone got to start somewhere and I am thinking , second...

Aug 2, 2025
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tomatoma reacted to Xebec's post in the thread Bernstein: World needs a TSMC alternative—and this name is best positioned with Like.

I was also thinking Samsung seems on track to be in 4th place for a "good yield" 2nm node.. (Rapidus)

Aug 2, 2025
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tomatoma reacted to siliconbruh999's post in the thread Bernstein: World needs a TSMC alternative—and this name is best positioned with Like.

They started as a x86 second source even for the come back people bought Ryzen for x86 and it was cheaper and than it kept getting better.

Aug 2, 2025
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tomatoma replied to the thread The future of glass substrate in Intel.

This will have great results for Intel

Aug 2, 2025
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tomatoma reacted to Y.H's post in the thread The future of glass substrate in Intel with Like.

Intel’s Former ‘Inventor of The Year’, Who Specialized In Glass Substrates, Has Now Joined Samsung, Showing that Team Blue is Ready to...

Aug 2, 2025

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