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I think Lip-Bu addressed it in his letter...
Tuesday at 2:43 AM
I
IBM does not cleanly fit into the Clayton Christensen disruptive innovation model, perhaps because they were always a systems company...
Tuesday at 2:36 AM
I
All these stories, except for perhaps the the Nokia one, have the same underlying theme - one or more disruptive new technology/market...
Tuesday at 2:35 AM
F
A couple of new and interesting data points on this topic popped up on my feed this morning.
First, another view on Intel and the “US...
Tuesday at 2:03 AM
P
Yes, and the difference will be that Taiwan had enough violent rural youth to come to Taipei, and who were very good at fighting.
Much...
Tuesday at 1:31 AM
T
I honestly have no idea how many times you’ll have to repeat that last point before people get it.
Tuesday at 1:24 AM
T
They use outdated products, Sandia Labs and GlobalFoundries for example. Sandia labs is 350nm on 200mm wafers. The US government treats...
Tuesday at 1:24 AM
T
Intel presented two chips at the Hot Chips Conference today. Great presentations, both presenters actually looked like their LinkedIn...
Tuesday at 1:23 AM
T
I remember this quite well. Someone made an app that would tell you which chip your phone had in it :ROFLMAO:. I held onto my iPhone 6...
Tuesday at 1:21 AM
T
I don’t think this will happen before 2030. Gaudi 3 only sold $500 million, and Falcon Shores has been cancelled. The only product left...
Tuesday at 1:21 AM
P
And most of that came to complete nothing. There is no other precedent of any state splurging so much money onto industry in history. In...
Tuesday at 1:17 AM
I think Lip-Bu addressed it in his letter...
Tuesday at 1:14 AM
Well, at least I don't think there's a problem overseas.
Tuesday at 1:09 AM
From Motorola to Intel, Black Stone to Black Rock...
Tuesday at 1:03 AM
I just read the official SEC filing. This is very good for Intel and the government. the only downside is dilution for existing...
Tuesday at 1:03 AM
Like.
I think Lip-Bu addressed it in his letter...
user nl reacted to Daniel Nenni's post in the thread TSMC considers returning US subsidies over government equity stake with
Daniel Nenni reacted to tomatoma's post in the thread Trump says Intel has agreed to a deal for US to take 10% equity stake with