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Key Points:
~ SoftBank is buying roughly 2% of Intel’s outstanding shares in a $2 billion investment in the chipmaker.
~ Intel shares...
Aug 18, 2025
F
Wow, my estimate is 0.65M to 1.3M. It’s so close to ChatGPT-5 AI’s result! I can go to McDonald’s tonight to celebrate my humble...
Aug 18, 2025
Conclusion: Dan + SemiWiki + ChatGPT eliminate hundreds of Wall Street semi industry analysts' jobs!
Dan, I think POTUS should demand...
Aug 18, 2025
High-end & current mid-range (Stratix 10, Agilex 7, Agilex 5): wafers are made at Intel fabs on Intel processes (14 nm Tri-Gate, 10 nm...
Aug 18, 2025
X
That would be an interesting scenario for 2028 - Nvidia's BIG GPUs on TSMC N3/3N, and lower end on Intel 14A .. I would think 18A would...
Aug 18, 2025
X
Intel 14A might get two major clients in Apple and Nvidia (image source: Intel)
A new report suggests Nvidia and Apple might use Intel...
Aug 18, 2025
T
I'm sure Intel If I remember correctly, the Intel 14A starts risk production in late 2027.
Aug 18, 2025
T
Probably not a low price GPU
If you make it with IFS it's probably a consumer GPU.
I don't think it's an impossible story because it was...
Aug 18, 2025
T
Intel 14A might get two major clients in Apple and Nvidia (image source: Intel)
A new report suggests Nvidia and Apple might use Intel...
Aug 18, 2025
M
High-end & current mid-range (Stratix 10, Agilex 7, Agilex 5): wafers are made at Intel fabs on Intel processes (14 nm Tri-Gate, 10 nm...
Aug 18, 2025
Intel 14A might get two major clients in Apple and Nvidia (image source: Intel)
A new report suggests Nvidia and Apple might use Intel...
Aug 18, 2025
High-end & current mid-range (Stratix 10, Agilex 7, Agilex 5): wafers are made at Intel fabs on Intel processes (14 nm Tri-Gate, 10 nm...
Aug 18, 2025
Wow, my estimate is 0.65M to 1.3M. It’s so close to ChatGPT-5 AI’s result! I can go to McDonald’s tonight to celebrate my humble...
Aug 18, 2025
Conclusion: Dan + SemiWiki + ChatGPT eliminate hundreds of Wall Street semi industry analysts' jobs!
Dan, I think POTUS should demand...
Aug 18, 2025
M
Does Chat GPT know where the Altera and Chipset and Networking parts are made?
Aug 18, 2025