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4. Intel is cash poor and can’t afford to invest in the capacity needed in the future to replace TSMC or even a reasonable fraction of...
Aug 10, 2025
Then what are we supposed to do after that?
Aug 10, 2025
T
Here is my takeaway:
10. POTUS and DoC can set the stage, the customers can make the necessary investments, the Intel Board can...
Aug 10, 2025
T
A couple of teasers from the article:
"6. The current Intel CEO's comments about not investing in new technology (14A) until customers...
Aug 10, 2025
T
CEO job is to identify and focus on right priority issues. Given what's going on, LBT is too savvy not to get close collaboration with...
Aug 10, 2025
T
LBT is too busy fixing Intel, he forgot to pay his tribute to Trump like Jensen and Lisa.
Aug 10, 2025
T
We may differ in "do what it takes to get through the next four years". Weak bullies only respond to clear (power) boundaries, once you...
Aug 10, 2025
T
My views is that you do what it takes to get through the next four years. I feel that CC Wei and Jensen Huang played it perfectly...
Aug 10, 2025
T
Humor based in truth is the funniest! I just wish Lip-Bu would have met with Trump like CC Wei and Jensen Huang after he took the CEO...
Aug 10, 2025
T
You forgot one thing - they're not Chinese. I don't want to draw conclusions and make accusations of racism, but I can't help but think...
Aug 10, 2025
T
I'm trying to stay humble 😉
Aug 10, 2025
T
Anyone with an interest in Automotive is either in or on their way back in.
Aug 10, 2025
T
Trump took advice?
Do you have any proof of this?
Aug 10, 2025
T
No surprise. No interesting.
Everyone is exiting China last three years.
Aug 10, 2025
T
I believe Trump received very bad advice in targeting Mr. Li-Pu Tan, the current Intel CEO. He should have looked instead into Elon...
Aug 10, 2025