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B
It's not so much about IP protection, it's about freeing a competitor with a heavy burden, from that burden. If AMD or Nvidia help...
Sep 7, 2025
M
I see it's been a while since this was posted, but I'm curious—has there been any noticeable progress on mixed-signal capacity at GF...
Sep 7, 2025
B
They had visa waivers prohibiting employment, yet they were at a factory obviously being employed there. Pretty open and shut case...
Sep 7, 2025
X
If they exit Mobileye and Altera, could they half that 32 billion?
Sep 7, 2025
B
I'm one of those people. I think the object should be to reduce debt, to enable separation. They are walking that path: The $8.9...
Sep 7, 2025
B
If we divide Intel’s 700,000 yearly wafer capacity by two (for fabs 52 and 62) and then by 12 months, each fab can make about 30,000...
Sep 7, 2025
F
Remember, it takes more time to design and tape-out a complex chip than it takes to build a fab. LBT was right on the money about not...
Sep 7, 2025
R
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 7, 2025
R
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 7, 2025
X
Trump made the right decision: he entrusted First Lady Melania Trump, instead of Secretary of Education Linda McMahon, to lead the A1...
Sep 7, 2025
X
I think they have some typos here. Should read “regulatory capture” and “government down payments for future PAC contributions”.
Some...
Sep 7, 2025
X
Jensen and Lip Bu are missing Amazon as well also isn't Bill Gates retired.
Sep 7, 2025
X
Interesting crowd, Lisa Su? Impressive.
Sep 7, 2025
X
On September 4, 2025, President Donald Trump hosted 33 Silicon Valley leaders at a White House dinner in the newly renovated Rose...
Sep 7, 2025
B
Or we could say that fabless companies should not expect foundries like TSMC or Intel to shoulder the multibillion dollar investment...
Sep 7, 2025
Like.
If we divide Intel’s 700,000 yearly wafer capacity by two (for fabs 52 and 62) and then by 12 months, each fab can make about 30,000...