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C
Totally agree... everyone here saying Intel MUST have a foundry to be relevant is conveniently ignoring all the fabless companies out...
Aug 12, 2025
C
Intel spent more money than all their competitors. They still fall behind. They spent tons on AI. But nothing was delivered as roadmaps...
Aug 12, 2025
C
Fabs provide no competitive advantage and they lose 5-10B per year. Product group prefers to work with TSMC. There are no customers for...
Aug 12, 2025
C
"Craig Barrett served as CEO of Intel from 1998 to 2005 and as Chairman from 2005 to 2009. He was not only the captain steering the...
Aug 12, 2025
C
Li-Pu Tan is the first Intel CEO in recent years to have the courage to identify Intel’s deep-rooted problems and take painful but...
Aug 12, 2025
E
I beg to disagree too. When Core was introduced the memory controller was still in the northbridge, so system-level performance, power...
Aug 12, 2025
O
This explains why they are ending their GaN foundry business. It was running on 6 inch wafers and they didn’t see the ROI of going to 8...
Aug 12, 2025
FILE PHOTO: Taiwan Semiconductor Manufacturing Company's(TSMC) fabrication plant in Kaohsiung · Reuters
By Wen-Yee Lee
TAIPEI...
Aug 12, 2025
E
I am not aware of any company anywhere that has 100% of its executives acting 100% of the time for the benefit of the company. Every...
Aug 12, 2025
My money says Lip-Bu Tan didn't show up without an 18A wafer for Mr. Trump to put on display. :)
Aug 12, 2025
S
Nah, TACO want people to kiss his ass. His entire administration is full of ass kissers. even Elon Musk used to kiss his ass.
Aug 12, 2025
E
That is what GF did at 14nm ... now they are a zombie foundry
Aug 12, 2025
C
If that's the plan why leave all that capital tied up? Pausing development is also far worse in terms of the national security risk...
Aug 12, 2025
S
Fabs are not getting spun out he will pause the node dev and milk nodes
Aug 12, 2025
X
I think they’re a bit of an oxymoron. If you don’t become efficient, where will you get the money to fund GPUs and roll out 18A?
Aug 12, 2025
Like.
Totally agree... everyone here saying Intel MUST have a foundry to be relevant is conveniently ignoring all the fabless companies out...
Daniel Nenni posted the thread TSMC to phase out 6-inch wafer production over two years in SemiWiki Main Forum ( Ask the Experts! ).FILE PHOTO: Taiwan Semiconductor Manufacturing Company's(TSMC) fabrication plant in Kaohsiung · Reuters By Wen-Yee Lee TAIPEI...