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T
Those are the current statistics. He said they want the figure to be below 30%. The reason for this is to maintain flexibility in terms...
Sep 6, 2025
T
Thanks, that's useful.
But note that Zinsner was commenting on the *current situation*. Not what's going to happen in 3/6/9/12 months...
Sep 6, 2025
T
You forgot Intel 3 ?
Won't that also means they will loose market share as well and revenue loss as RPL despite being old is still...
Sep 6, 2025
T
Incidentally, the complaints about the government investing in Intel are...
It reminds me of the people in my hometown of Japan who are...
Sep 6, 2025
T
Gotta love politics. Just a quick summary:
Senator Elizabeth Warren's letter to Commerce Secretary Howard Lutnick, dated September 3...
Sep 6, 2025
T
"Excessive profits" is a term that only a career politician who lives off the work of others can use.
Sep 6, 2025
T
She really reminds me her nickname, as indicated by DJT, a name for incapable and fraud
Sep 6, 2025
T
Lack of any advanced node options. They have zero capability of producing AI chips where even Intel 7 could produce decent ones.
Sep 6, 2025
T
She was behind the CHIPs Act which was basically charity, some for companies that did not really need it and were not US based, but she...
Sep 6, 2025
T
well Yes TSMC didn't needed the Money Intel/Micron would have been better off with that Money
Sep 6, 2025
T
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 6, 2025
T
Why bother moving management to Asia?
I have no idea what it means
I understand the point of hiring talented Asians, but that can be...
Sep 6, 2025
S
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 6, 2025
T
And why does Intel need to be separated?
Internally, separation has already been achieved to some extent in the previous year.
Isn't...
Sep 6, 2025
T
The Intel product team needs to have an intimate relationship with Intel foundry and visa versa. The only change is that Intel foundry...
Sep 6, 2025