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T
I don't think 2nm will be produced in Arizona before 2029 at least considering H2 28 is 14A HVM
Aug 11, 2025
T
https://semiwiki.com/semiconductor-manufacturers/intel/360006-should-intel-be-split-in-half/
Aug 11, 2025
T
It's interesting that AMD was omitted from the list of companies CB thinks Intel can't compete with, but AMD is doing very well.
Aug 11, 2025
T
Been saying this for years, glad some people are finally figuring out what needs to happen.
Aug 11, 2025
T
:ROFLMAO: :ROFLMAO:
Aug 11, 2025
T
Doesn't Intel already have like $20B in cash on hand? I mean, not everyone can have Apple levels of cash, but that's substantial...
Aug 11, 2025
T
Samsung and Yields name a better duo
They have other things to do with the cash on hand.
Aug 11, 2025
T
there are multiple ?
Aug 11, 2025
M
Intel spent more money than all their competitors. They still fall behind. They spent tons on AI. But nothing was delivered as roadmaps...
Aug 11, 2025
T
This was a nice decision ngl.
These not so much
Aug 11, 2025
T
These ideas are really missing the sad reality point IMHO:
1) People had a chance to work with Intel Foundry. They chose not to. There...
Aug 11, 2025
T
Abandoning FAB will not restore performance
Because there are no good products in Intel at the moment
The idea that just throwing away...
Aug 11, 2025
T
I don't think IdM is possible because it seems like a lot of things to do...
It's a different field, but Sony can be called IDM...
Aug 11, 2025
T
Share buybacks are not the best use of capital unless the goal is to inflate earnings per share artificially (note: 1. Buybacks reduce...
Aug 11, 2025
T
Well the Unified Core is based on Atom that is replacing future P cores and atom has evolved in a. Nice way.
As for x86 the only problem...
Aug 11, 2025
Like.
I don't think 2nm will be produced in Arizona before 2029 at least considering H2 28 is 14A HVM