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Yes, the point of the subsidies was to pay TSMC to bring semiconductor manufacturing to the US and so far, the ROI of the money spent so...
Sep 6, 2025
I have a better solution now: just buy it from a supermarket or a bakery.
If the partygoers are unhappy, they can sue them instead of me.
Sep 6, 2025
S
The Three Interlocking Problems at Intel
BenB
Challenges to Sustainability
-Credit rating. Intel credit rating was downgraded to BBB...
Sep 6, 2025
T
But I think we'll be seeing Intel 3 in many different situations in the future...
Sep 6, 2025
L
I consider Intel 3 to be part of a "major node" that includes Intel 4. And 20A with 18A, TSMC N5 and N4 nodes, and maybe most of their...
Sep 6, 2025
T
No, in the first place, I can't imagine the possibility of selling more than 49% of the shares.
At best, it's less than 49%
At present...
Sep 6, 2025
T
No, in the first place, I can't imagine the possibility of selling more than 49% of the shares.
At best, it's less than 49%
At the...
Sep 6, 2025
K
Fully agree. I've been hearing about India having fabs since the mid-80s but something always seems to come up. Hopefully they can...
Sep 6, 2025
T
If you spinoff Intel Foundry it won't help things but make them worse. They are totally dependent on Intel as a customer and their PDKs...
Sep 6, 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 6, 2025
T
...a strengthened balance sheet enabling debt deleveraging
...Improved Balance Sheet & Flexibility: The upfront money supports Intel's...
Sep 6, 2025
T
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 6, 2025
T
What are you talking about? I don't understand.
Why don't you release new products? You can't compete like that.
OK?
Sep 6, 2025
T
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 6, 2025
T
I think Dave Zinsner meant that 30% of Intel’s wafer volume is outsourced to TSMC.
Sep 6, 2025
hist78 replied to the thread UMC Reports Sales for August 2025.I have a better solution now: just buy it from a supermarket or a bakery. If the partygoers are unhappy, they can sue them instead of me.
Like.
If you spinoff Intel Foundry it won't help things but make them worse. They are totally dependent on Intel as a customer and their PDKs...