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T
In the first place, no matter how small it is, it is not possible to use all 18A manufacturing lanes for its own products because there...
Aug 12, 2025
T
But I don't think it's impossible to remove the BSPDN.
In Intel's development regime, the BSPDN development team was separate from the...
Aug 12, 2025
T
If capacity is limited, should Intel reserve the 18A capacity for high-margin products like CWF, Diamond Rapids, and Jaguar Shores...
Aug 12, 2025
T
"Do people not do due diligence on stuff like this?"
You expect too much from those politicians in Ohio.
Aug 12, 2025
T
My two cents for Intel:
Cut your losses in Ohio. Consolidate every available resource into Oregon, Arizona, and New Mexico, your real...
Aug 12, 2025
T
Yet another reason for the USG to step in and help Intel Foundry, absolutely.
Aug 12, 2025
T
Then-Intel CEO Pat Gelsinger, Gov. Mike DeWine joined by politicians and business leaders break ground ceremony for Intel’s new...
Aug 12, 2025
T
Perhaps we shouldn't listen to Barrett because he's infamous for not listening to others? Below quote per Bob Colwell, who was part of...
Aug 12, 2025
T
Objectively, very little is in Intel's favor right now (aside from having LBT as CEO):
• Running at a net loss with declining revenue...
Aug 12, 2025
T
My two cents for Intel:
Cut your losses in Ohio. Consolidate every available resource into Oregon, Arizona, and New Mexico, your real...
Aug 12, 2025
T
this was pre-LBT. He will fix this ..... guaranteed. CEO cannot fix everything but this he can fix
Aug 12, 2025
K
My two cents for Intel:
Cut your losses in Ohio. Consolidate every available resource into Oregon, Arizona, and New Mexico, your real...
Aug 12, 2025
X
My personal observation is that the success GF has experienced is based on better terms and pricing than TSMC. It was not based on...
Aug 12, 2025
X
If capacity is limited, should Intel reserve the 18A capacity for high-margin products like CWF, Diamond Rapids, and Jaguar Shores...
Aug 12, 2025