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M
Capacity is the issue. Does DC have higher margin than client?... which group generates the operating income for the company?
History...
Aug 12, 2025
B
Not sure I understand; hasn’t Intel Products been milking a foundry advantage for a long time? It can’t milk a foundry disadvantage.
I...
Aug 12, 2025
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
It's not something new to Intel. Intel product division has been milking its design and technology for a long time.
Aug 12, 2025
T
THANK YOU FOR YOUR ATTENTION TO THIS IMPORTANT MATTER!!!
Aug 12, 2025
T
The current administration seems to be open to pushing US businesses to invest in US manufacturing. This can be another case, Qualcom...
Aug 12, 2025
T
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
T
and they have nothing when s*** hits the fan
Aug 12, 2025
T
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
T
I agree that any company who wants to be a second source needs to compete on better terms and pricing.
What happens in the IDM model is...
Aug 12, 2025
T
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
T
not to derail the main discussion, while I agree with the comment regarding Virtuoso, LPT's main claim in cadence is to revitalize their...
Aug 12, 2025
T
Everyone I know hates Virtuoso with passion. Cadence = Microsoft of EDAs.
My guess, Chen was picked for the job by people who aspire to...
Aug 12, 2025
T
The worlds most Successful companies outsource manufacturing (even TSMC outsourced some of their manufacturing LOL)
The 2020 solution...
Aug 12, 2025
T
Question: if you believe becoming a foundry is not possible for Intel, and for example GF had a meaningful foundry business and still...
Aug 12, 2025
hist78 reacted to MKWVentures's post in the thread Intel’s CEO, Under Attack From Trump, Is Already at Odds With His Board with
Like.
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...