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S
Both are innovators dilemma's Apple was not a mobile Phone company Nvidia was not an AI company things need to be made only time can tell
Aug 11, 2025
T
They are idiots
Aug 11, 2025
S
Here is my takeaway:
10. POTUS and DoC can set the stage, the customers can make the necessary investments, the Intel Board can...
Aug 11, 2025
T
In the first place, I don't think all SKUs are made by TSMC.
Aug 11, 2025
F
It depends on the goals. It won’t be enough for many of the goals people want Intel to achieve. For example, TSMC spends each Capex...
Aug 11, 2025
F
Realistically, the capacity equivalent to TSMC (total) cannot be fulfilled within the US, within practical scope of money/time.
Aug 11, 2025
E
I don't think intel knows how to be a profitable foundry.
Aug 11, 2025
T
The (potential) 'customers' are Intel bitter rivals and disgruntled customers from the last 20-30 years, including the period Intel was...
Aug 11, 2025
M
Here is my takeaway:
10. POTUS and DoC can set the stage, the customers can make the necessary investments, the Intel Board can...
Aug 11, 2025
T
Also, MLID is a liar, so it's best not to believe any information from Intel.
Aug 11, 2025
V
The (potential) 'customers' are Intel bitter rivals and disgruntled customers from the last 20-30 years, including the period Intel was...
Aug 11, 2025
T
Certainly, the high-end model is TSMC N2, and the one for laptops and the low-end is Intel 18A.
As expected of Core As expected of Core...
Aug 11, 2025
T
MLID in his typical fashion looks for the juicy take of this being more of “18A is bad” news. But what if we look at the whole game in...
Aug 11, 2025
D
Why should I trust you ?
Huawei has big problem to maintain the customers.
Big companies will buy it and never will use it. (Because of...
Aug 11, 2025
It depends on the goals. It won’t be enough for many of the goals people want Intel to achieve. For example, TSMC spends each Capex...
Aug 10, 2025
Haha.
Here is my takeaway: 10. POTUS and DoC can set the stage, the customers can make the necessary investments, the Intel Board can...
hist78 replied to the thread Former Intel CEO Craig Barrett on saving Intel.It depends on the goals. It won’t be enough for many of the goals people want Intel to achieve. For example, TSMC spends each Capex...