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Perhaps POTUS will make sure that also hist78's BIG Macs will be made at IFS after the USG's cash infusion and SoftBank's "seal of...
Aug 18, 2025
E
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
S
Not Mac but Intel CPU made in Intel fabs to support IFS
Aug 18, 2025
S
Conclusion: Dan + SemiWiki + ChatGPT eliminate hundreds of Wall Street semi industry analysts' jobs!
Dan, I think POTUS should demand...
Aug 18, 2025
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
user nl replied to the thread How Many Wafers Did Intel Produce in 2024.Perhaps POTUS will make sure that also hist78's BIG Macs will be made at IFS after the USG's cash infusion and SoftBank's "seal of...
Like.
IMO, this cash investment is exactly what Intel urgently needs and is a step in the right direction. Intel must improve its financial...
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