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@Dan: did you ever read Softbank's 2025 annual report. If you would write something like that about SemiWiki's vision, your...
Aug 21, 2025
@Dan: did you ever read Softbank's 2025 annual report. If you would write something like that about SemiWiki's vision, your...
Aug 21, 2025
@Dan: did you ever read Softbank's 2025 annual report. If you would write something like that about SemiWiki's vision, your...
Aug 21, 2025
How do we judge if TSMC’s pricing is reasonable or justifiable?
I can compare a pound of Gala apples I bought and ate a year ago with...
Aug 21, 2025
Versus an imaginary customer? :ROFLMAO: Yes they are two companies I have actually heard of that are not the US Government. Not huge...
Aug 21, 2025
S
well i think this is a better bet take equity in Intel for like your deal. Take $2-3 Billion Equity give 2-3Billion$ worth of order when...
Aug 21, 2025
The 14A PDK .5 is out and from what I hear Intel has secured two 14A customers thus far, one HPC and one mobile. Hopefully we hear more...
Aug 21, 2025
S
like actual customer?
Aug 21, 2025
The 14A PDK .5 is out and from what I hear Intel has secured two 14A customers thus far, one HPC and one mobile. Hopefully we hear more...
Aug 21, 2025
In some ways, making an investment decision is relatively easier because, although we may not know the ultimate return on investment, we...
Aug 21, 2025
Clearly it is a high confidence signal. Hopefully it means more customers for IFS. Softbank owns Arm, Stargate, and recently bought...
Aug 21, 2025
Why SoftBank is investing $2 billion in Intel amid AI and chip challenges
SoftBank buys $2B in Intel stock, becoming its...
Aug 21, 2025
Seriously. The investments are coming. Where are the customers?
Aug 21, 2025
People can always choose other companies foundry.... Including Intel and Samsung. And yet they do not. Seems like they are happy with...
Aug 21, 2025
The two T particles, Trust and Trump, seem to strictly obey Pauli's exclusion principle, never in the same state at the same position...
Aug 21, 2025
hist78 reacted to user nl's post in the thread What does the Softbank $2B Investment in Intel Really mean? with
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@Dan: did you ever read Softbank's 2025 annual report. If you would write something like that about SemiWiki's vision, your...
Daniel Nenni reacted to user nl's post in the thread What does the Softbank $2B Investment in Intel Really mean? with
user nl replied to the thread What does the Softbank $2B Investment in Intel Really mean?.@Dan: did you ever read Softbank's 2025 annual report. If you would write something like that about SemiWiki's vision, your...
