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...a strengthened balance sheet enabling debt deleveraging
...Improved Balance Sheet & Flexibility: The upfront money supports Intel's...
Sep 5, 2025
I think Dave Zinsner meant that 30% of Intel’s wafer volume is outsourced to TSMC.
Sep 5, 2025
S
on paper yes, as they are integral part to make that chip work. one can even argue they are better than most in the business so they...
Sep 5, 2025
B
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
B
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
B
I'm an AVGO stockholder, but the silliness they publish in their descriptions of their "AI chip business" makes me roll my eyes. These...
Sep 5, 2025
B
Does this benefit their customers , the increased valuation?
Sep 5, 2025
A
Does Broadcom, "the chipmaker", just "design the circuit" or "make transistors"? Or "Intel Inside"?
Sep 5, 2025
F
It looks like they made an array, although not mentioning the array size or dimensions.
Sep 5, 2025
F
Thanks.... is that 5 cells in the picture or a one cell with a 5 layer capacity..... what is the size for the 5 cells? thanks!
Sep 5, 2025
R
What does this even mean?
Is he saying he'll tariff semiconductors or the products that use them?
If a company, with no US...
Sep 5, 2025
T
It's a game changer for AI. Nothing touches it, performance-wise, especially for inference. There are numerous challenges for a...
Sep 5, 2025
X
The 2027 break-even condition depends on their 18A usage, packaging, Intel 12, and other factors. I don't think it will be difficult for...
Sep 5, 2025
hist78 reacted to benb's post in the thread Intel may sell part of Intel Foundry in the future - Intel at Citi 2025 Global TMT Conference with
Like.
...a strengthened balance sheet enabling debt deleveraging ...Improved Balance Sheet & Flexibility: The upfront money supports Intel's...