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Nvidia (NVDA) will close out Big Tech's earnings season when it reports its second quarter results after the bell on Wednesday.
The...
Aug 27, 2025
S
Based on the chart, Intel is expected to pay TSMC approximately $10.6 billion in 2025 (calculated as $115 billion × 9.2%).
Intel’s...
Aug 27, 2025
B
The current CEO will get 18P and 14A foundry customers which has everything to do with it.
Aug 27, 2025
V
There are workarounds of course, but again, do you expect the majority of users to do that? Then add another app, such as google maps...
Aug 27, 2025
M
I crossed paths with him a few times on Itanium, Xscale, Atom. Smart/innovative guy. He was doing smart phone demonstrations internally...
Aug 27, 2025
M
There is no more reason that the disruption would come from an existing IDM than it would from a foundry. And every chance if might come...
Aug 27, 2025
T
And people here are forgetting that the semiconductor industry is incredibly dynamic.
The changes are drastic
Can you imagine what TSMC...
Aug 27, 2025
T
That is true with split as well as though
Aug 27, 2025
T
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
T
I guess I don't understand what splitting is. They are already functionally split, different financials, the same as Samsung Foundry is...
Aug 27, 2025
T
I'm not sure I understand this concern.
If Intel Products becomes uncompetitive (not something I'm well qualified to comment on), that...
Aug 27, 2025
T
Intel has AVX/AV2/AVX-512/AMX and other stuff Intel also has Intel 64 AMD will be left with ISA of 2005 so it's a loss for both mainly...
Aug 27, 2025
T
Intel will do the same they won't allow AMD to sell AVX/AVX2/AVX-512 Chips so no modern chips for them Intel has self developed...
Aug 27, 2025
T
I doubt Intel can revoke an ISA license for something in the field (Zen5) or already taped-out (Zen6).
Aug 27, 2025
Daniel Nenni posted the thread Nvidia to report second quarter earnings, expects $8 billion hit from China chip ban in SemiWiki Main Forum ( Ask the Experts! ).Nvidia (NVDA) will close out Big Tech's earnings season when it reports its second quarter results after the bell on Wednesday. The...
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