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IMO the intel architecture problem is speed and agility. Intel has brilliant people with great ideas but moves too slowly. LBT can fix...
Aug 4, 2025
K
I remember being in Japan and seeing commercials for marriage and having children. It was hilarious. The cost of living in addition to...
Aug 4, 2025
M
LBT’s perspective on 14A casts doubt on the future viability of both High NA and Hyper NA EUV.
Based on current trajectories, I...
Aug 4, 2025
M
For those who may not get the reference, here's doing the exact opposite of what Jim Cramer recommends vs the S&P 500:
(EDIT: This is...
Aug 4, 2025
D
Who is going to pay it?
This is why authoritarianism always finds its adherents
Aug 4, 2025
M
If Samsung is able to achieve high-yield production of its 2nm process in time for phone availability by January 2026, I would expect...
Aug 4, 2025
M
Talk about competing with your customers, now you know why QCOM is working closely with TSMC. :ROFLMAO: It is also complete nonsense...
Aug 4, 2025
Y
Hmm. I likened second source as seeking second opinion on medical issues, especially the major ones. Sure not all medical issues...
Aug 4, 2025
A
Second source is more than nice. Without it innovation will slow down. Do you think if AMD didn't have a better design Intel would...
Aug 4, 2025
I remember being in Japan and seeing commercials for marriage and having children. It was hilarious. The cost of living in addition to...
Aug 4, 2025
M
IP Theft is IP theft. That is different from choosing suppliers who you buy from.
Aug 4, 2025
Samsung ended up paying Apple $500M+ for IP theft. The original award was more than $1B. People should not steal IP in order to win.
Aug 4, 2025
X
As much as I like LBT, no way am I buying Intel stock above $10. :ROFLMAO:
Lip-Bu bought $25M of Intel shares at $24 per share so he...
Aug 4, 2025
Sorry, Intel was the first to market with 14nm and it was a superior process. Good yields is a subjective term I suppose. Intel and...
Aug 4, 2025
This was a strange one , SIA is Singapore International Airlines, was wondering why an Airline was giving honours out to Semicon folks...
Aug 4, 2025