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A
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
J
That doesn't stack up with actual calculations/simulations I did when looking into BSPD.
With conventional FSPD the transistors sit...
Aug 19, 2025
O
I agree with you. Intel, like many other companies before it, has become a victim of its own success. What worked, worked so well, it...
Aug 19, 2025
T
Ofc otherwise I wouldn't be making such exclusive news 🙂
Aug 19, 2025
A
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
A
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
A
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
S
In the grand narrative of the semiconductor industry, Intel and TSMC have long represented two distinct business models: the vertically...
Aug 19, 2025
S
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
S
Ofc otherwise I wouldn't be making such exclusive news 🙂
Aug 19, 2025
S
Did you get enough sleep over the weekend? :)
Aug 19, 2025
S
Samsung is an IDM.
Aug 19, 2025
A
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
T
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
T
He always looks to get a better deal.
Aug 19, 2025