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X
FWIW, It sounds like they were all hired via a subcontractor; I've read stories of farmers and other business owners saying it was...
Sep 7, 2025
C
To convince Intel competitors like QCOMM to use Intel Foundry service and thus help make Intel a stronger competitor would require IFS...
Sep 7, 2025
B
Lack of any advanced node options. They have zero capability of producing AI chips where even Intel 7 could produce decent ones.
Sep 7, 2025
X
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
Incidentally, the complaints about the government investing in Intel are...
It reminds me of the people in my hometown of Japan who are...
Sep 7, 2025
A
Now that's a business opportunity for AI. Compress tape-out schedules.
Sep 7, 2025
X
Samsung as well. It seems Tariffs are a better motivator to build manufacturing in the US. It will be interesting to look back on this...
Sep 7, 2025
C
Cristiano needs to be more transparent about suppliers. Samsung is a former supplier now making legacy chips. QCOM only went to Samsung...
Sep 7, 2025
A
700,000 wafers per year for both fabs combined is the last estimate I heard but that was before LBT became CEO. I did hear recently that...
Sep 7, 2025
C
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
I think separating at this moment does not yield any concrete benefit. Even if it were separated, Intel products would still need to...
Sep 7, 2025
X
And why does Intel need to be separated?
Internally, separation has already been achieved to some extent in the previous year.
Isn't...
Sep 7, 2025
B
Politicians are good at sensing weakness. They would like to hang the Solyndra label on Intel and hang that dunce cap on Trump for...
Sep 7, 2025
S
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
Like.
Now that's a business opportunity for AI. Compress tape-out schedules.