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S
We are speeding running the entire world decoupling from the US. Trump hates this globalism stuff, but his fixes are disastrous. The...
Aug 14, 2025
B
We are speeding running the entire world decoupling from the US. Trump hates this globalism stuff, but his fixes are disastrous. The...
Aug 14, 2025
B
Luckily, Companies are making plans so they do not have to work with the US. This is the answer to "What would Tony Soprano/ Vito...
Aug 14, 2025
B
“What’s next — letting Lockheed Martin sell F-35s to China for a 15 percent commission?” Liza Tobin, who previously served as China...
Aug 14, 2025
B
Wonder what TSMC call this internally?
Aug 14, 2025
Nvidia and AMD have agreed to give the US government 15 per cent of their revenues from chip sales in China, under an arrangement to...
Aug 13, 2025
These mob-servants simply cannot seem to think long term, their brains must be adjusting by working with a no-brains mob boss that went...
Aug 13, 2025
T
But Didn't Craig kinda assist in ruin Intel during his 35 years? And now at 85 years old he is gonna fix Intel? He needs to spend some...
Aug 13, 2025
S
AMDs biggest pro is binning and cost and IP Reuse
Intel's mostly is able to mix Match different IP so more combination is possible but...
Aug 13, 2025
T
The only thing I can say is, is it possible to endure the huge demand with only TSMC? What will happen in the absence of competition? Is...
Aug 13, 2025
D
No. Process node advantage is too big.
Aug 13, 2025
But Didn't Craig kinda assist in ruin Intel during his 35 years? And now at 85 years old he is gonna fix Intel? He needs to spend some...
Aug 13, 2025
T
I agree with you very much, sometimes you can look at the past
Let's look ahead
Aug 13, 2025
T
Everybody can have easy 20:20 hindsight from the retirement corner pontificate about this or that. Once you've walked a ton...
Aug 13, 2025
T
A good read about Intel's iPhone moment
https://thechipletter.substack.com/p/how-intel-missed-the-iphone-xscale
Aug 13, 2025