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S
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
S
Go Lip-Bu! Go Intel! Clearly Masayoshi Son reads SemiWiki. :cool:
Aug 18, 2025
S
You misunderstand how the computing industry works. OEM customers don't choose fabrication nodes, they choose chips like CPUs. For...
Aug 18, 2025
S
@hist78
Intel has stated Margins are higher on Intel 7 than Intel 4.... and it is fully capacity limited. Intel 4, 3, 18A, etc are...
Aug 18, 2025
S
IMO, this cash investment is exactly what Intel urgently needs and is a step in the right direction. Intel must improve its financial...
Aug 18, 2025
Go Lip-Bu! Go Intel! Clearly Masayoshi Son reads SemiWiki. :cool:
Aug 18, 2025
Market rumors suggest that Nvidia will manufacture its own HBM Base Die, shaking up the HBM ecosystem. (Photo/File photo of this...
Aug 18, 2025
T
We have more than 1.4M active readers right now so it is possible.
Aug 18, 2025
I’ve reviewed available information, and I think it’s more likely that SoftBank is buying Intel shares directly from Intel’s treasury...
Aug 18, 2025
Market rumors suggest that Nvidia will manufacture its own HBM Base Die, shaking up the HBM ecosystem. (Photo/File photo of this...
Aug 18, 2025
As the press release notes, this is purchase of ~2% of Intel common stock and not a direct investment. It won't directly impact any...
Aug 18, 2025
This would only work for the short run IMO. Just like Global Foundries, Intel would eventually end up producing low margin parts. Now...
Aug 18, 2025
When Pat Gelsinger and Intel were pushing the ‘5 Nodes in 4 Years’ plan, I questioned how Intel could convince OEM customers (Dell...
Aug 18, 2025
@hist78
Intel has stated Margins are higher on Intel 7 than Intel 4.... and it is fully capacity limited. Intel 4, 3, 18A, etc are...
Aug 18, 2025
By estimating Intel’s wafer output volume, I am trying to better understand the company’s capacity and capability in today’s...
Aug 18, 2025
Haha.
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...
Like.
You misunderstand how the computing industry works. OEM customers don't choose fabrication nodes, they choose chips like CPUs. For...
Daniel Nenni replied to the thread Intel is getting a $2 billion investment from SoftBank.Go Lip-Bu! Go Intel! Clearly Masayoshi Son reads SemiWiki. :cool:
hist78 reacted to Daniel Nenni's post in the thread No longer relying solely on SK Hynix? Nvidia plans to manufacture its own base die with
Wow.
We have more than 1.4M active readers right now so it is possible.