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C
It's an easy choice when one of your suppliers costs less, delivers better performance, and is easier to work with. It's especially...
Aug 19, 2025
The return on invested capital kind of shows what happens when you go from at-sufficent-scale to sub-scale in the fab/foundry business...
Aug 19, 2025
I don't get it why are you against IDM Model like I have said choices and business decision matters not IDM.
The only part I agree with...
Aug 19, 2025
The return on invested capital kind of shows what happens when you go from at-sufficent-scale to sub-scale in the fab/foundry business...
Aug 19, 2025
Hopefully everyone at Intel who thought it was a good idea to attack Apple are gone. Apple could easily move the M5 chip to Intel...
Aug 19, 2025
K
The return on invested capital kind of shows what happens when you go from at-sufficent-scale to sub-scale in the fab/foundry business...
Aug 19, 2025
K
And yet to succeed at foundry on the leading edge, you need that customer zero to work with while the node is still in development. I...
Aug 19, 2025
If we look back, Intel has missed many incredible opportunities over the years. I would argue that this is the inevitable result of...
Aug 19, 2025
C
All I know is they made the Optane design manager a VP, 'nuff said.
Aug 19, 2025
S
I don't get it why are you against IDM Model like I have said choices and business decision matters not IDM.
The only part I agree with...
Aug 19, 2025
S
The IDM model may have been great 20 or 30 years ago, but the world today is very different. Intel and many of its past leaders have...
Aug 19, 2025
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
M
We used tapes and optic disks to back-up data on the VAX, also e-mail and rn (read news) on the internet before the first windows...
Aug 19, 2025
The IDM model may have been great 20 or 30 years ago, but the world today is very different. Intel and many of its past leaders have...
Aug 19, 2025
I lobbied for that before Intel hired BK. That would have been epic. Jensen Huang running Intel? This was in May of 2003. Intel would be...
Aug 19, 2025