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Latest activity

What's new Featured content New posts Latest activity

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E61M5Touring reacted to hist78's post in the thread Paul Otellini, CEO of Intel, in conversation with Berkeley-Haas Dean Rich Lyons with Like.

Paul Otellini and Intel didn’t ignore the mobile opportunity. The problem was that he and Intel insisted on embracing mobile the Intel...

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

The USG can make it rain CHIPs Act money! 🤑 Make Ohio One great again!

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

You're likely right here. After all, we know Intel holds plenty of its own stock through stock buybacks over the years...

Aug 19, 2025
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Sølve Folkestad Dahl replied to the thread Intel is getting a $2 billion investment from SoftBank.

Intel is issuing shares to SoftBank, which in turn pays 23$ a share. I think the correct terminology is "private placement". Regardless...

Aug 19, 2025
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tomatoma replied to the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be..

I don't think that's what it says

Aug 19, 2025
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samwilde 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 Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Haha.

When Pat Gelsinger and Intel were pushing the ‘5 Nodes in 4 Years’ plan, I questioned how Intel could convince OEM customers (Dell...

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

This would only work for the short run IMO. Just like Global Foundries, Intel would eventually end up producing low margin parts. Now...

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

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 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.

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

Fwiw TSMC N3 still hasn't overtaken N5 - 36% of TSMCs revenue was N5 last quarter vs 24% for N3, and that's despite N3 wafers costing...

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 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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