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X
LBT not moving the needle here or too early to say that? (He's been CEO for 5 months..)
Aug 12, 2025
X
The Stock price drop was based on going all in on foundry, Starting to build multiple fabs, Finding out IFS is a horrible money losing...
Aug 12, 2025
And the US will forever have N-1 or N-2 nodes unless they strong arm TSMC to give up their literal crown jewel of national sovereignty...
Aug 12, 2025
B
And the US will forever have N-1 or N-2 nodes unless they strong arm TSMC to give up their literal crown jewel of national sovereignty...
Aug 12, 2025
M
I am a manufacturing guy with 20 years experience in advanced manufacturing.
I am looking at back side power delivery from a...
Aug 12, 2025
M
Intel products group likes working with TSMC, They are easy to work with and they provide capacity options that IFS does not. Plus there...
Aug 12, 2025
B
and they have nothing when s*** hits the fan
Aug 12, 2025
X
OT - but would you consider Nehalem its own architecture or really just Conroe+ with IMC?
Sandy bridge felt like a major uarch change...
Aug 12, 2025
X
FSB had no technical advantages at all. It was a braindead design when it was introduced. It was just cheap and simple to implement...
Aug 12, 2025
K
Here is my takeaway:
10. POTUS and DoC can set the stage, the customers can make the necessary investments, the Intel Board can...
Aug 12, 2025
C
I am a manufacturing guy with 20 years experience in advanced manufacturing.
I am looking at back side power delivery from a...
Aug 12, 2025
M
Also the idea that government will bail them out also takes away from sense of urgency. The government needs to say to Intel... if you...
Aug 12, 2025
S
I want Lip Bu tan to fire people making these decisions they don't deserve the jobs man they just are a barrier to technology improvement
Aug 12, 2025
S
FSB had no technical advantages at all. It was a braindead design when it was introduced. It was just cheap and simple to implement...
Aug 12, 2025
S
and they have nothing when s*** hits the fan
Aug 12, 2025