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Latest activity

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ai268 reacted to hist78's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

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
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ai268 reacted to count's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

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
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ai268 reacted to hist78's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Haha.

Yes, that’s the ideal approach. But as we’ve seen with many companies, including Intel, once they begin making decent profits and...

Aug 19, 2025
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siliconbruh999 reacted to delong.height's post in the thread Opinion: To make IDM 3.0 a success, Intel must make other companies IDM with Like.

In the grand narrative of the semiconductor industry, Intel and TSMC have long represented two distinct business models: the vertically...

Aug 19, 2025
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siliconbruh999 reacted to MKWVentures's post in the thread Trump administration reportedly weighs 10% stake in Intel via CHIPS Act grants, making government top shareholder with Like.

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
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siliconbruh999 replied to the thread The White House reportedly discussing taking a stake in Intel, sending shares climbing.

Ofc otherwise I wouldn't be making such exclusive news 🙂

Aug 19, 2025
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siliconbruh999 reacted to hist78's post in the thread The White House reportedly discussing taking a stake in Intel, sending shares climbing with Haha.

Did you get enough sleep over the weekend? :)

Aug 19, 2025
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siliconbruh999 reacted to blueone's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

Samsung is an IDM.

Aug 19, 2025
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ai268 reacted to MKWVentures's post in the thread How Intel went from iconic chimaker to AI laggard with Haha.

If Intel bought Nvidia, it would not be Nvidia today. Jensen would never put up with Intel non-sense. The company would have been...

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.

I don't think very much of the CHIPS Act money has actually been paid out. Samsung was supposed to get a $6.4B direct funding grant but...

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

He always looks to get a better deal.

Aug 19, 2025
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tomatoma replied to the thread How Intel went from iconic chimaker to AI laggard.

It's kind of shallow to link with anything that it's because of IDM. This is not what IDM has caused It's just the wrong choice...

Aug 19, 2025
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tomatoma reacted to Michael Domnitei's post in the thread How Intel went from iconic chimaker to AI laggard with Like.

In 2010 I have worked on an Intel secret project which was about a CPU with an ARM processor hidden inside about which the customers not...

Aug 19, 2025
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tomatoma reacted to Markwrob's post in the thread How Intel went from iconic chimaker to AI laggard with Haha.

They are good for setting laptops or displays on to get the viewing angle right. And they are useful when the internet is out of reach. ;)

Aug 19, 2025
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Sherlock reacted to Daniel Nenni's post in the thread The White House reportedly discussing taking a stake in Intel, sending shares climbing with Like.

I guess that depends on what you mean by T Like. In the past a GDSII file from TSMC could be manufactured by other foundries with little...

Aug 19, 2025

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