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A
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
A
To save Intel Foundry: Yes.
To save Intel Products: No. It would be unfair and ineffective.
To save both Intel Foundry and Intel...
Aug 16, 2025
A
If the US government takes a stake, seems like the primary benefits for Intel are: 1) political capital and 2) financial muscle. Both of...
Aug 16, 2025
A
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
A
Some of the Presidents friends need an out at Intel?
Maybe can use some of that Tariff money to buy shares at a premium to help the...
Aug 16, 2025
A
Elon messing around at Samsung's fab@Texas, and POTUS at INTEL's fabs, a new competition between the two is starting: who will get the...
Aug 16, 2025
M
At least TSMC has the full backing of their government:
https://www.taipeitimes.com/News/biz/archives/2025/08/14/2003841991
Let INTEL...
Aug 16, 2025
M
@BruceA Oops, I do second your point a lot, looks like you pinpointed the exact weak spots for LBT and Intel/IFS. If you’re interested...
Aug 16, 2025
C
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 16, 2025
C
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
C
To save Intel Foundry: Yes.
To save Intel Products: No. It would be unfair and ineffective.
To save both Intel Foundry and Intel...
Aug 16, 2025
C
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
X
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
C
It is almost as though they grew up and prospered with the belief that the world revolved around Intel/x86 and have been too slow to...
Aug 16, 2025
At least TSMC has the full backing of their government:
https://www.taipeitimes.com/News/biz/archives/2025/08/14/2003841991
Let INTEL...
Aug 16, 2025
Like.
Let me zoom in on the advanced logic/computing semiconductor segment of the IDM business that Intel operates in. Do you see another...
user nl replied to the thread The White House reportedly discussing taking a stake in Intel, sending shares climbing.At least TSMC has the full backing of their government: https://www.taipeitimes.com/News/biz/archives/2025/08/14/2003841991 Let INTEL...