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L
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
L
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
L
I would bet 18A being targeted at PCs, laptops, and servers, and not mobile, is a problem for QCOM. Snapdragon laptops are probably not...
Sep 7, 2025
K
Jensen and Lip Bu are missing Amazon as well also isn't Bill Gates retired.
Sep 7, 2025
K
Problem No.1: just try to register a company in India as a foreigner...
Problem No.2: just try to register a company in India in a...
Sep 7, 2025
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 7, 2025
Problem No.1: just try to register a company in India as a foreigner...
Problem No.2: just try to register a company in India in a...
Sep 7, 2025
I doubt India will have the proper infrastructure it takes days to weeks for replacement parts to get shipped sometimes so if something...
Sep 7, 2025
With the levels of automation in the industry, there are not many "jobs bang" for the buck these days.
Sep 7, 2025
Fabs are all about infrastructure. Allowed Electrical outage is measure in milliseconds per year. India is a problem in this area.
1)...
Sep 7, 2025
P
Problem No.1: just try to register a company in India as a foreigner...
Problem No.2: just try to register a company in India in a...
Sep 7, 2025
X
He said IFS is not investable. This could also mean that, at the moment, IFS is primarily focused on internal products. DZ should make...
Sep 7, 2025
X
As the CFO said. IFS is not really investable at this time. Lets see if 18A hurts or helps
Sep 7, 2025
M
As the CFO said. IFS is not really investable at this time. Lets see if 18A hurts or helps
Sep 7, 2025
X
In my opinion, he was played by politicians and peer companies—or perhaps misled by his own beliefs. He mentioned a "whale" customer...
Sep 7, 2025