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S
Except China has already achieved that with its investment in solar. They own 80% of that market.
You ignore the externalities. In...
Aug 26, 2025
S
samwilde reacted to
benb's post in the thread
The Fall of Intel with
Like .
That's an interesting but superficial point. Firing PG for a superficial reason is pretty typical of Intel though. More likely, as he...
Aug 26, 2025
E
$500 Billion investment in Semiwiki than?
Aug 26, 2025
E
I watched this video last night. I think that if Intel can't solve its design and manufacturing problems, having the rights to use CUDA...
Aug 26, 2025
D
Agree. But who is going to pay for it?
The USG? The investors?
The tariff?
The whole IC indurstry like in China right now is paying for...
Aug 26, 2025
D
Please check the real world:
A higher proportion of gold medals is a characteristic of authoritarian states（Communist countries）.
Aug 26, 2025
I
If the goal is competition for TSMC, the fastest way to do that would be to let China have EUV.
Aug 26, 2025
I
However the total annual volumes needed by the US military and government (DoD, DoE, NASA, NSA...) wouldn't keep a gigafab -- Intel or...
Aug 26, 2025
S
it's using Hybrid Bonding with Cu-Cu Bonding as well along with EMIB it's really a marvel of packing more than the Foundry process...
Aug 26, 2025
S
I honestly have no idea how many times you’ll have to repeat that last point before people get it.
Aug 26, 2025
X
I think Lip-Bu addressed it in his letter...
Aug 26, 2025
I
IBM does not cleanly fit into the Clayton Christensen disruptive innovation model, perhaps because they were always a systems company...
Aug 26, 2025
I
All these stories, except for perhaps the the Nokia one, have the same underlying theme - one or more disruptive new technology/market...
Aug 26, 2025
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...
Aug 26, 2025
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...
Aug 26, 2025
Like.
$500 Billion investment in Semiwiki than?
