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X
It is OK to separate foundry from product team, but foundry should keep intel brand and trademark. It was the foundry that propelled...
Sep 5, 2025
X
An excellent write up btw! The credit rating and debt summary is eye opening.
Just two minor comments/thoughts:
- Hegseth has made...
Sep 5, 2025
X
The Three Interlocking Problems at Intel
BenB
Challenges to Sustainability
-Credit rating. Intel credit rating was downgraded to BBB...
Sep 5, 2025
VSMC the new TSMC Collab in Singapore with Vangaurd and NXP going up quite quickly.
Sep 5, 2025
The Three Interlocking Problems at Intel
BenB
Challenges to Sustainability
-Credit rating. Intel credit rating was downgraded to BBB...
Sep 5, 2025
Foundry is not customer facing so the brand is not relevant. It could be TrumpFoundries and it would not matter to foundry customers...
Sep 5, 2025
It is OK to separate foundry from product team, but foundry should keep intel brand and trademark. It was the foundry that propelled...
Sep 5, 2025
The Three Interlocking Problems at Intel
BenB
Challenges to Sustainability
-Credit rating. Intel credit rating was downgraded to BBB...
Sep 5, 2025
O
Foundry is not customer facing so the brand is not relevant. It could be TrumpFoundries and it would not matter to foundry customers...
Sep 5, 2025
C
It is OK to separate foundry from product team, but foundry should keep intel brand and trademark. It was the foundry that propelled...
Sep 5, 2025
C
She really reminds me her nickname, as indicated by DJT, a name for incapable and fraud
Sep 5, 2025
T
The SSMC (Systems on Silicon Manufacturing Company) fab in Singapore, a joint venture involving TSMC (28% stake), NXP, and Singapore’s...
Sep 5, 2025
T
Unless Intel is gonna be a big customer for their Chipset and Stuff which are still at Samsung 14nm afaik or for Mobileye which is at...
Sep 5, 2025
T
Samsung, GF, and TSMC already have 12nm in HVM with very high yields. Where is the market for UMC/Intel 12nm? I'm still not clear on that.
Sep 5, 2025
T
Panther lake teardown are/will be very interesting. Also Intel financials and wafer cost from 18A ramp and JV in Arizona.
Sep 5, 2025
VSMC the new TSMC Collab in Singapore with Vangaurd and NXP going up quite quickly.
The Three Interlocking Problems at Intel BenB Challenges to Sustainability -Credit rating. Intel credit rating was downgraded to BBB...
Like.
Foundry is not customer facing so the brand is not relevant. It could be TrumpFoundries and it would not matter to foundry customers...