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S
"Excessive profits" is a term that only a career politician who lives off the work of others can use.
Sep 5, 2025
S
She really reminds me her nickname, as indicated by DJT, a name for incapable and fraud
Sep 5, 2025
S
it's not IDM 1.0 if you are not using your fabs correctly and are crying capacity/cost/utilization. I am pretty sure the UMC12 is using...
Sep 5, 2025
It’s come full circle back to IDM 1.0. :-{
Sep 5, 2025
Mobileye is at TSMC N7 and N5 with N3 in process. Mobileye is all about power efficiency and that is TSMC
Sep 5, 2025
S
Intel and the US government are doing exactly that right now.
Sep 5, 2025
Intel and the US government are doing exactly that right now.
Sep 5, 2025
B
When the US Treasury writes the checks, you may find Nvidia and/or AMD willing to get with Full US N. There is no alternative...
Sep 5, 2025
The Intel product team needs to have an intimate relationship with Intel foundry and visa versa. The only change is that Intel foundry...
Sep 5, 2025
S
In war Intel will say F to AMD and Nvidia and will only sell Intel products though even that can't be produced if the war is for Taiwan...
Sep 5, 2025
S
I was personally hoping "WiDi" Wireless Display would have succeeded. I tried to integrate a Raspberry Pi into a keyboard with WiDi...
Sep 5, 2025
S
That only leaves the Chipset Biz which is still a decent volume
Sep 5, 2025
S
Mobileye is at TSMC N7 and N5 with N3 in process. Mobileye is all about power efficiency and that is TSMC
Sep 5, 2025
The world is moving so fast with semiconductors and AI. Call centers will be a thing of the past. Software development will be AI...
Sep 5, 2025
B
In a war scenario, we need to be able to produce AMD and Nvidia AI products (and Intel too although secondarily) on node N. Node N will...
Sep 5, 2025
hist78 replied to the thread UMC Reports Sales for August 2025.It’s come full circle back to IDM 1.0. :-{
Like.
Intel and the US government are doing exactly that right now.
Daniel Nenni replied to the thread The Three Interlocking Problems at Intel.The Intel product team needs to have an intimate relationship with Intel foundry and visa versa. The only change is that Intel foundry...