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K
All these stories, except for perhaps the the Nokia one, have the same underlying theme - one or more disruptive new technology/market...
Aug 22, 2025
S
By estimating Intel’s wafer output volume, I am trying to better understand the company’s capacity and capability in today’s...
Aug 22, 2025
K
Kodak stuck to film and film-based cameras and missed the transition to digital, even though they internally developed the first digital...
Aug 22, 2025
T
At one level this all makes sense. I've been saying for a long time that if the US is putting up serious investment in Intel, it ought...
Aug 22, 2025
I hope the US government doesn’t become a shareholder in TI. If it does, that would be a clear sign that TI is in serious trouble.
Aug 22, 2025
"The United States paid nothing for these Shares"...
That makes no sense... and it directly contradicts the Reuters article: "The...
Aug 22, 2025
K
As Churchill and many others said: Never let a good crisis go to waste
Nice autopsy report by ARPU:
For forty years, Intel was the...
Aug 22, 2025
T
From the outside, it appears to be more of a "This is how we do it" problem.
By basing their chip leadership on their ability to...
Aug 22, 2025
B
They do have options. But just as in the past 20+ years, those options are dismissed one by one, primarily because Intel insists on...
Aug 22, 2025
T
Just my opinion, but Intel will be split eventually. The vertical integration model is not financially viable at the volumes Intel has...
Aug 22, 2025
B
It's a sad development, and having or not having voting rights won’t change the facts. Intel's situation is already complicated, and...
Aug 22, 2025
AMD, NVIDIA, Broadcom, APPLE, TSMC are just better companies today than Intel. Intel didnt think so and they were wrong. LBT is giving...
Aug 22, 2025
To be specific, is the advanced logic IDM industry in a hopeless situation with no path forward? Only two companies are still holding...
Aug 22, 2025
They do have options. But just as in the past 20+ years, those options are dismissed one by one, primarily because Intel insists on...
Aug 22, 2025
Like.
Kodak stuck to film and film-based cameras and missed the transition to digital, even though they internally developed the first digital...
hist78 replied to the thread First Look At Texas Instruments’ $60 billion Megaproject For U.S.-Made Chips.I hope the US government doesn’t become a shareholder in TI. If it does, that would be a clear sign that TI is in serious trouble.
Daniel Nenni reacted to tedc's post in the thread Trump says Intel has agreed to a deal for US to take 10% equity stake with