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D
Softbank is stupid.
Softbank does not have the 50% option compare to USG.
>>>>>>>>>
Under the terms of today’s announcement, the...
Aug 23, 2025
J
Is 4F² VG or 3D DRAM possible within 5 years?
Aug 23, 2025
The pain in Intel's transition from 14nm to 10nm is pretty well documented, but I was wondering what were Intel's original plans for...
Aug 23, 2025
This reminds me of old saying: Let's first abondon the trust.
Zi Gong asked about governance.
Confucius replied: “Ensure sufficient...
Aug 23, 2025
A
This year the Flip used Exynos 2500 in all markets while the Fold used Snapdragon. Snapdragon is faster in Geekbench in a head to head...
Aug 23, 2025
A
Samsung smartphones use various SoCs not only based on geographical regions but also based on price level considerations. For mid to low...
Aug 23, 2025
E
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 23, 2025
E
Indeed -- but how are they delivering compared to new AMD processors, not older Intel ones? ;-)
Aug 23, 2025
H
If you see Softbank's investment, you know where the next bubble is. Usually he got out before the bubble burst and left the dumb money...
Aug 23, 2025
D
Since the money was granted in 2022, shouldn't its value be calculated based on 2022's stock price?
It should be 5% at most.
And anther...
Aug 23, 2025
I have to agree on this. Sohail and Kaizad should have been fired so much earlier for the 10nm debacle and yet they remained at intel...
Aug 23, 2025
E
I have to agree on this. Sohail and Kaizad should have been fired so much earlier for the 10nm debacle and yet they remained at intel...
Aug 23, 2025
D
I asked ChatGPT to draft a mission statement for Semiwiki based on SoftBank's. IMO, it's not bad. 🙂 Sorry, I didn't asked @Daniel Nenni...
Aug 23, 2025
D
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 23, 2025
The IDM business model isn’t the only reason for Intel’s troubles, but it’s a major one, perhaps the primary one. Why has there been a...
Aug 23, 2025