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Interesting:
As of 2024–2025, PitchBook and investment-tracking sources confirm that Walden International, Walden Catalyst Ventures...
Aug 8, 2025
This is the only actually big newsworthy item in the semi space of the last month. The tariff was is triggering a massive cost increase...
Aug 8, 2025
Y
The emphasis is ‘ at all cost ‘. I think LBT will eventually separate it but not before enough support to let it at least have decent...
Aug 8, 2025
M
Opinions may vary but the data is clear on who was the worst CEO. When impact of the decision come to light, it will be clear.
Aug 8, 2025
C
If they take that advice, they will save 8 billion. :)
Aug 8, 2025
X
Intel pays Frank more than $500k a year to be on the board and he has been there 16+ years?!?!?! Ridiculous.
Aug 8, 2025
X
Frank Yeary also never said he is committed to the board. But after so many months of calls for him to resign he is still there. So I...
Aug 8, 2025
X
I don't read it that way. It's a classy letter which quite intentionally does not engage with the [IMHO] ridiculous allegations about...
Aug 8, 2025
M
Personally I think it is a good letter. I do not think it would have been appropriate for Lip-Bu to throw a fit and refuse to step down...
Aug 8, 2025
M
If they take that advice, they will save 8 billion. :)
Aug 8, 2025
M
I don't read it that way. It's a classy letter which quite intentionally does not engage with the [IMHO] ridiculous allegations about...
Aug 8, 2025
M
Personally I think it is a good letter. I do not think it would have been appropriate for Lip-Bu to throw a fit and refuse to step down...
Aug 8, 2025
K
With respect to telling how American companies should select their ceo, I think it’s wise to heed the advice of Ronald Reagan...
Aug 8, 2025
K
Personally I think it is a good letter. I do not think it would have been appropriate for Lip-Bu to throw a fit and refuse to step down...
Aug 8, 2025
Y
Wow. That’s more than 8 million for a rather simple advice to just sell away the foundry at all cost. 😂
Aug 8, 2025