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K
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
T
Isn’t it clear that the industry needs three strong foundries to ensure healthy competition? Yet the narrative is often stretched to...
Aug 19, 2025
T
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
T
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
D
In the grand narrative of the semiconductor industry, Intel and TSMC have long represented two distinct business models: the vertically...
Aug 19, 2025
Isn’t it clear that the industry needs three strong foundries to ensure healthy competition? Yet the narrative is often stretched to...
Aug 19, 2025
M
Reminder, these grants do not include the ITCs. I believe both Intel and Micron have topped a billion on those. Not approval needed...
Aug 19, 2025
Hopefully this is true. The CHIPs Act money definitely needs to be properly managed. We are talking about $52.7B of our hard earned tax...
Aug 19, 2025
Key Points
The Trump administration has reportedly floated converting the company’s CHIPS and Science Act grants into equity.
At...
Aug 19, 2025
Remember, Softbank has investments all over the world including controlling stakes in Arm and Stargate. This investment could evolve to...
Aug 19, 2025
M
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
S
I don't think performance will be a big issues with Intel as Cost/Service would be cause. Intel doesn't have much IP and not much...
Aug 19, 2025
S
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
S
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
August 19, 2025
Intel Foundry is at the forefront of revolutionizing system-on-chip designs into system-of-chips architectures. This...
Aug 19, 2025
Like.
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...
hist78 replied to the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be..Isn’t it clear that the industry needs three strong foundries to ensure healthy competition? Yet the narrative is often stretched to...
Daniel Nenni replied to the thread Trump administration reportedly weighs 10% stake in Intel via CHIPS Act grants, making government top shareholder.Hopefully this is true. The CHIPs Act money definitely needs to be properly managed. We are talking about $52.7B of our hard earned tax...
