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Lutnick will inform POTUS that ATFS stands for American Trump Foundry Services and Bessent will hide the logo of America Taiwan Foundry...
Aug 17, 2025
There are two elements that are the foundation for success these are so obvious but the details are the key 1) Strategy and 2)...
Aug 17, 2025
D
I also include his success with Walden in my opinion. The common thread between Lip-Bu and Lisa is they are both very grounded people...
Aug 17, 2025
D
They let numbers speak for themselves.
Aug 17, 2025
L
There are two elements that are the foundation for success these are so obvious but the details are the key 1) Strategy and 2)...
Aug 17, 2025
D
I think AI will cut traditional white collar workers a bit but not wipe them out. I have spoken to dozens of companies about this and...
Aug 17, 2025
There are two elements that are the foundation for success these are so obvious but the details are the key 1) Strategy and 2)...
Aug 17, 2025
D
To save Intel Foundry: Yes.
To save Intel Products: No. It would be unfair and ineffective.
To save both Intel Foundry and Intel...
Aug 17, 2025
D
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 17, 2025
D
Elon Musk might already share his knowledge about how to manipulate manage stock market with Mr. Trump.
Aug 17, 2025
There is more to this Sam... remember Intel was a player in both DRAM and non-volatile EPROM and FLASH. Memory became a commodity...
Aug 17, 2025
D
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 17, 2025
D
I was involved in designing the "board design guidelines" for mobile (1997/1998) for Pentium II when Intel launched simultaneously for...
Aug 17, 2025
D
The media is in a death spiral. I guess semiconductor chimaking is just too complex. :ROFLMAO: Dan Howley may be an award winning...
Aug 17, 2025
K
SemiAnalysis does a pretty good job looking at software and ecosystem for cloud-scale inference. They did this assessment of AMD back...
Aug 17, 2025