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M
Elimination of monthly roadmap changes and having less than 5 Program managers per Program. Powerpoint, Agile evangelist, problem...
Aug 27, 2025
M
revenue is still growing at a Rapid QoQ rate despite not including china at all. revenue growth is only expected to be 17% QoQ next...
Aug 27, 2025
S
The fact this hardware is China specific makes it all the more likely it will be sabotaged. The CIA sabotaged computer hardware sold to...
Aug 27, 2025
Exactly. If Intel cannot design better chips while intimately familiar with the process technology with a custom PDK all is lost, Intel...
Aug 27, 2025
If the process isn't good enough for all their own chips then it is highly unlikely Intel will ever have a successful foundry service...
Aug 27, 2025
S
If the process isn't good enough for all their own chips then it is highly unlikely Intel will ever have a successful foundry service...
Aug 27, 2025
X
I missed the call. Anybody else catch it? According to AI:
Nvidia Q2 FY2026 Earnings Call Summary
On August 27, 2025, Nvidia held its...
Aug 27, 2025
I missed the call. Anybody else catch it? According to AI:
Nvidia Q2 FY2026 Earnings Call Summary
On August 27, 2025, Nvidia held its...
Aug 27, 2025
Intel gets most of its revenue and real profit from selling Intel Products. Using both internal and external foundries is critical to...
Aug 27, 2025
V
Wow, so your solution is to pre-install apps that violate YouTube's Term and Conditions? You seriously think that any major phone maker...
Aug 27, 2025
Intel is also paying IFS $18 Billion
Aug 27, 2025
Yeah. It is madness to outsource.
A spend about as much as what AMD buys from TSMC. Nonsense.
Intel should try poaching Qualcomm from...
Aug 27, 2025
Without a doubt. China-for-China:
Aug 27, 2025
I expect Hua Hong to surpass Globalfoundries and UMC in revenue this decade. And SMIC to surpass Samsung Foundry. Nexchip already...
Aug 27, 2025
S
I expect Hua Hong to surpass Globalfoundries and UMC in revenue this decade. And SMIC to surpass Samsung Foundry. Nexchip already...
Aug 27, 2025