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Latest activity

What's new New posts Latest activity

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tomatoma reacted to hist78's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Wow.

With shrinking revenue and negative free cash flow, Intel doesn’t have many options.

Aug 19, 2025
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tomatoma reacted to count's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

Cost competitiveness also depends on yield and volume.... it's possible that Intel 7 is cost competitive from unit cost standpoint if...

Aug 19, 2025
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tomatoma reacted to hist78's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Sad.

Pat Gelsinger used to say that Intel 7 is neither technology nor cost wise competitive. Now if Intel 7 gets so much production volume...

Aug 19, 2025
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tomatoma reacted to Daniel Nenni's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

https://semiwiki.com/semiconductor-manufacturers/intel/360233-should-the-us-government-invest-in-intel/

Aug 19, 2025
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tomatoma reacted to MKWVentures's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

Add Meteor Lake+GR+SF product sales. I have a "model" graph by fab but that is NOT based on confidential Information

Aug 19, 2025
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samwilde reacted to hist78's post in the thread How Many Wafers Did Intel Produce in 2024 with 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...

Aug 19, 2025
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tomatoma reacted to blueone's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

You misunderstand how the computing industry works. OEM customers don't choose fabrication nodes, they choose chips like CPUs. For...

Aug 19, 2025
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Fred Chen posted the thread SK hynix Presents Future DRAM Technology Roadmap at IEEE VLSI 2025 in SemiWiki Main Forum ( Ask the Experts! ).

Seoul, June 10, 2025 SK hynix Inc. (or “the company”, www.skhynix.com) announced today that it presented a new DRAM technology roadmap...

Aug 19, 2025
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samwilde reacted to siliconbruh999's post in the thread How Many Wafers Did Intel Produce in 2024 with Like.

Intel US Fabs produced 1 Million wafers that's not counting Israel and Ireland...

Aug 19, 2025
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tomatoma reacted to Xebec's post in the thread Intel is getting a $2 billion investment from SoftBank with Like.

And the Intel Press Release...

Aug 19, 2025
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tomatoma reacted to hist78's post in the thread Intel is getting a $2 billion investment from SoftBank with Like.

IMO, this cash investment is exactly what Intel urgently needs and is a step in the right direction. Intel must improve its financial...

Aug 19, 2025
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tomatoma reacted to tedc's post in the thread Intel is getting a $2 billion investment from SoftBank with Like.

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 19, 2025
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tomatoma reacted to hist78's post in the thread Intel is getting a $2 billion investment from SoftBank with Like.

I’ve reviewed available information, and I think it’s more likely that SoftBank is buying Intel shares directly from Intel’s treasury...

Aug 19, 2025
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tomatoma reacted to Daniel Nenni's post in the thread Intel is getting a $2 billion investment from SoftBank with Like.

TOKYO & SANTA CLARA, Calif.--(BUSINESS WIRE)-- SoftBank Group Corp. (TOKYO: 9984, “SoftBank”) and Intel Corporation (Nasdaq: INTC) today...

Aug 19, 2025
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tomatoma reacted to Daniel Nenni's post in the thread Intel is getting a $2 billion investment from SoftBank with Like.

Go Lip-Bu! Go Intel! Clearly Masayoshi Son reads SemiWiki. :cool:

Aug 19, 2025

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