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B
There is a vicious circle involved in separating the parts of Intel, which is insoluable. The cash required to do it would be so great...
Aug 27, 2025
S
You can run YouTube on a web browser on Android we got revanced and new pipe that are open source doesn't contains ads and don't have...
Aug 27, 2025
J
There is NO industry on our globe that is as capital intensive as manufacturing leading-edge logic chips in the years 2025+ !
There is...
Aug 27, 2025
J
Not true at all. The 10% stake today is by far superior to the CHIP Acts T&Cs of tomorrow. Money now versus money you may never get. It...
Aug 27, 2025
J
What is the correct decision?
Trust is key for the foundry business because fabless companies are literally trusting foundries with...
Aug 27, 2025
U
When has anything Trump posted on Truth Social or X actually been true ?
Aug 27, 2025
V
It took Huawei years to make a Play Services replacement. And most major apps don't work on Huawei's phones (excluding ones from China)...
Aug 27, 2025
K
On the AMD side, AMD has already access to AVX/AV2/AVX-512, and with the size of their footprint in the server market, they do not have...
Aug 27, 2025
K
It is certainly possible. Pat G seemed to be on an all-or-nothing mission which would have killed both sides of Intel.
My concern is...
Aug 27, 2025
K
Nvidia might not care so much because it has an over two decade software ecosystem moat, which Lip-bu Tan understands to the extent...
Aug 27, 2025
K
True but TSMC, Nvidia, and Apple have been at it for 30+ years. Intel and Samsung foundry are rising from the ashes so they will need to...
Aug 27, 2025
K
KevinK reacted to
blueone's post in the thread
The Fall of Intel with
Like .
I didn't know Singer when I was at Intel, but most of the accomplishments listed on that LinkedIn post are about go-to-market...
Aug 27, 2025
P
Huawei fared rather well with Play Services, and and you can coax Youtube app onto their phones. What undermined them is just the very...
Aug 27, 2025
S
AMD can't do the same x86/64 license is complicated i would argue the most complicated license in the Semi industry.
Aug 27, 2025
C
In the meantime, all the milestones and commitments that were imposed on Intel and agreed upon with the Biden Administration are gone...
Aug 27, 2025
Like.
There is NO industry on our globe that is as capital intensive as manufacturing leading-edge logic chips in the years 2025+ ! There is...