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Latest activity

What's new New posts Latest activity

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samwilde reacted to tomatoma's post in the thread Tracking the Intel turnaround - watching the hiring patterns with Like.

This guy is a loser-minded CFO who thinks he's already lost before the fight even begins. Why don't you put in the effort? It hasn't...

Aug 31, 2025
M

Markwrob reacted to Barnsley's post in the thread What happens next after Trump tariffs ruled illegal? with Like.

Trump will announce that the judge who said this has been up to no good and therefore they will be getting removed

Aug 31, 2025
E

eding42 reacted to tomatoma's post in the thread Samsung Electronics and Intel explore a foundry alliance, joining forces on everything from packaging to glass substrates to catch up with TSMC. with Like.

By the way, what does Intel make at the Samsung foundry? I've never heard of anything like that

Aug 31, 2025
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eding42 reacted to swka's post in the thread Samsung Electronics and Intel explore a foundry alliance, joining forces on everything from packaging to glass substrates to catch up with TSMC. with Like.

It's sad to see Samsung cannot execute any strategic initiative. I recall last year in their SAFE event, adv package is one of their top...

Aug 31, 2025
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eding42 reacted to hist78's post in the thread Samsung Electronics and Intel explore a foundry alliance, joining forces on everything from packaging to glass substrates to catch up with TSMC. with Like.

Two IDMs with foundry ambitions pretend to be brothers and sisters, all while wrestling with their own messy internal and external...

Aug 31, 2025
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eding42 reacted to MKWVentures's post in the thread Samsung Electronics and Intel explore a foundry alliance, joining forces on everything from packaging to glass substrates to catch up with TSMC. with Like.

OSATS can package Samsung stuff ... but the OSATS do not like Samsung (bad history). Intel has a great packaging story. They do not...

Aug 31, 2025
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eding42 reacted to hist78's post in the thread Samsung Electronics and Intel explore a foundry alliance, joining forces on everything from packaging to glass substrates to catch up with TSMC. with Like.

I thought Intel had already halted its research and development on glass substrates. Does anyone know how far Intel has progressed...

Aug 31, 2025
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eding42 reacted to Xebec's post in the thread What happened to Intel's Core roadmap during the 10nm debacle? with Like.

So I guess the take-away for the roadmap change is that all products got delayed 2 years (meaning we're a full architecture behind where...

Aug 31, 2025
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eding42 reacted to Daniel Nenni's post in the thread Rapidus Announces Strategic Collaboration with Keysight To Improve Yield and Achieve High-Precision PDK For 2nm GAA Semiconductors with Like.

As a top test company Keysight is a yield expert. Keysight is also an EDA company, with $5B+ in revenue. Keysight has thousands of...

Aug 31, 2025
Daniel Nenni reacted to Barnsley's post in the thread What happens next after Trump tariffs ruled illegal? with Haha.

Trump will announce that the judge who said this has been up to no good and therefore they will be getting removed

Aug 31, 2025
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Franco Cartolano replied to the thread Kaiser: Intel is Too Big to Fail.

Samsung beating Intel for Tesla’s business shows how hard it would be for Apple or Nvidia to switch to Intel. If Intel couldn’t win...

Aug 31, 2025
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Franco Cartolano reacted to jjhsieh40's post in the thread Kaiser: Intel is Too Big to Fail with Like.

The best way for USG to save Intel is to mandate Apple and nVidia working with Intel and set a target of on-shoring 20% of advanced...

Aug 31, 2025
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Franco Cartolano reacted to hist78's post in the thread Kaiser: Intel is Too Big to Fail with Like.

IMHO, Intel is too complicated to be successful.

Aug 31, 2025
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Franco Cartolano reacted to tooLongInEDA's post in the thread Kaiser: Intel is Too Big to Fail with Like.

[This probably needs a whole new thread] There are some indications that ARM is looking at producing complete chiplets - i.e. that it...

Aug 31, 2025
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Franco Cartolano replied to the thread Kaiser: Intel is Too Big to Fail.

This is an interesting strategy shift which I was unaware of. If ARM customers see it as a way to reduce licence costs or time to market...

Aug 31, 2025

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