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T
Your career is tied to what is important amd it was x86. Unless the CEO and BOD believes than you are relegated to a career of irrelevance
Aug 16, 2025
T
“What happens if the customer wants a spoon, but you only have a fork?”
Aug 16, 2025
T
If Intel’s competitors are asked to participate in such a project to save Intel, they will have two prerequisites:
1. They can only...
Aug 16, 2025
T
Elon is saving Samsung Foundry. They had zero customers for the new Texas fab. Without Tesla's investment it would be empty. Same could...
Aug 16, 2025
T
Sandia National Laboratory has several semiconductor fabs.
https://www.sandia.gov/mesa/capabilities-overview/
Sandia has worked with...
Aug 16, 2025
T
Is it an IDM?
I understand that IdM is a burden in terms of results, but I don't think IDM is the cause up to that point.
I feel like...
Aug 16, 2025
T
there is nothing wrong with IDM you can't blame Intel's stupid decision on the IDM model. All Memory Makers are IDM TI is an IDM
Aug 16, 2025
T
well if you appoint bean counters business models won't matter if you put Brian Kranzich at Nvidia it will end up the same way Intel did...
Aug 16, 2025
E
re: TSMC, yes agreed - 28nm was spectacular for example, but they were still behind Intel on fab tech for the first half of the 2010s...
Aug 16, 2025
M
At some point you do need to stop and wonder how Trump and the US government are able to push out extremely market price sensitive...
Aug 16, 2025
S
well if you appoint bean counters business models won't matter if you put Brian Kranzich at Nvidia it will end up the same way Intel did...
Aug 16, 2025
Let me zoom in on the advanced logic/computing semiconductor segment of the IDM business that Intel operates in. Do you see another...
Aug 16, 2025
there is nothing wrong with IDM you can't blame Intel's stupid decision on the IDM model. All Memory Makers are IDM TI is an IDM
Aug 15, 2025
He didn’t really care, even though he pretended to care a lot. Otherwise, as the top Intel leader, he could have said it in a...
Aug 15, 2025
S
there is nothing wrong with IDM you can't blame Intel's stupid decision on the IDM model. All Memory Makers are IDM TI is an IDM
Aug 15, 2025
Like.
Your career is tied to what is important amd it was x86. Unless the CEO and BOD believes than you are relegated to a career of irrelevance
hist78 replied to the thread The White House reportedly discussing taking a stake in Intel, sending shares climbing.Let me zoom in on the advanced logic/computing semiconductor segment of the IDM business that Intel operates in. Do you see another...
Daniel Nenni reacted to siliconbruh999's post in the thread The White House reportedly discussing taking a stake in Intel, sending shares climbing with