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S
You just have to consider it is unlikely the industry will support itself anymore.
The government will have to continue pouring money...
Aug 27, 2025
I agree completely, Intel chips should have Intel Inside.
I could see Apple moving the M Series over easy enough. Qualcomm or MediaTek...
Aug 27, 2025
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
Intel should focus on getting the outsource (%) down if they want to continue IFS
Aug 27, 2025
S
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
S
Yeah I meant APX. Look, the AMD X86-64 patents have expired. So AMD has nothing to counter offer Intel this time like they did with AVX...
Aug 27, 2025
S
X86S is dead and the 32GPR Registers is APX AMD will likely copy them anyway.
AMD doesn't put resources into these stuff imo they simply...
Aug 27, 2025
C
The nature of inflection points is you don't know what the new rate of growth on the other side will be.
You could predict Waymo...
Aug 27, 2025
I'm not currently an Intel investor but I do worry about politics and insider trading. Since we are going down this path hopefully...
Aug 27, 2025
S
If it comes pre installed than users won't care.
Aug 27, 2025
S
Let me guess Politics ?
Aug 27, 2025
S
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
S
Intel is redesigning the X86 ISA all over. The new architecture APX will have 32 registers and other features.
Remains to be seen if the...
Aug 27, 2025
The U.S. government’s acquisition of a 9.9% equity stake in Intel, valued at $11.1 billion through CHIPS Act funding, announced on...
Aug 27, 2025
Nvidia and TSMC will both take a hit. Hopefully Jensen's trips to China pay off here. This will be one of the more interesting investor...
Aug 27, 2025
Daniel Nenni replied to the thread TSMC Revenue Estimate 2025E.I agree completely, Intel chips should have Intel Inside. I could see Apple moving the M Series over easy enough. Qualcomm or MediaTek...
Like.
The nature of inflection points is you don't know what the new rate of growth on the other side will be. You could predict Waymo...
