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B
AVGO is the new NVDA. Good for them.
Sep 5, 2025
M
Its percent of wafers. Intel makes the vast majority of its products on Intel 7..... Small amounts on Intel 4 and 3. Intel has more TSMC...
Sep 5, 2025
B
...a strengthened balance sheet enabling debt deleveraging
...Improved Balance Sheet & Flexibility: The upfront money supports Intel's...
Sep 5, 2025
M
This is why he renamed DoD to Department of War. Move your company or we blow up your office building with a Tomahawk Missile
Just...
Sep 5, 2025
T
How are medium size companies, especially fabless, supposed to "shift production to the United States" ??
I thought we'd reached peak...
Sep 5, 2025
L
He's been a finance guy in semiconductor manufacturing for a quarter century, but only at Intel for 3.7 years.
As the CFO of a public...
Sep 5, 2025
Y
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
T
This appears to be written as if the USA was planning to get involved in (or perhaps even start) an "AI war" (whatever that is supposed...
Sep 5, 2025
T
So, let's take this statement (implied that it was made by David Zinsner, if the AI filtering didn't get that wrong):
Current...
Sep 5, 2025
M
India supposedly is working with Taiwan's PSMC to setup a chip fab I think. But most of the announced projects are for chip packaging...
Sep 5, 2025
S
Fabs are all about infrastructure. Allowed Electrical outage is measure in milliseconds per year. India is a problem in this area.
1)...
Sep 5, 2025
S
The Chips act is not a subsidy for the company. it was never intended for that. It was to get factories in the US. They could have...
Sep 5, 2025
K
I admit, I'm biased. I hate benchmarks. I used to be a DBMS development guy, and given the complexity of systems, software...
Sep 5, 2025
K
Just to name a few....... This is a joke to me. India has been talking about it for many years and nothing. The only chance is for India...
Sep 5, 2025
M
Fabs are all about infrastructure. Allowed Electrical outage is measure in milliseconds per year. India is a problem in this area.
1)...
Sep 5, 2025
Like.
India supposedly is working with Taiwan's PSMC to setup a chip fab I think. But most of the announced projects are for chip packaging...