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T
As the CFO said. IFS is not really investable at this time. Lets see if 18A hurts or helps
Sep 8, 2025
T
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 8, 2025
T
This is a hard post to read due to the amount of dumb takes, let's start with the easy ones:
- Explain how INTC is a Going Concern? (For...
Sep 8, 2025
T
That's an odd comment. If the foundry team (IFS) doesn't talk directly to customers -- they will never succeed.
Sep 8, 2025
T
Well, as a side note, it's not an extreme situation where there's no one there.
They have customers, but now they need big customers.
Sep 8, 2025
T
IFS not Intel. Sorry my bad.
IFS doesnt have external because no one signed up for IFS foundry. Everyone looked at it and said no. The...
Sep 8, 2025
T
Hey everyone,
I'm reaching out to you for advice on a professional dilemma I'm currently facing. I'm 51 years old, in a pretty senior...
Sep 8, 2025
T
tomatoma reacted to
cibb's post in the thread
career dilemma with
Like .
You cannot make this decision without considering personal factors too. The dilemma is: do I stay in a 1) chill division where I am more...
Sep 8, 2025
T
Thanks would you change my profession from RTLer to BE designer? or I will not survive there? at the CPU division I worked with RTLers...
Sep 8, 2025
T
tomatoma reacted to
Xebec's post in the thread
career dilemma with
Like .
Some generic advice:
- If the boss is asking for you, then you have some "power". This would be the opportunity to negotiate the job...
Sep 8, 2025
T
Is there anyone here who moved from RTL design to BE design position ? what do you think? do you recommend this? or I'm going regret...
Sep 8, 2025
T
R&D has never been a problem at Intel. Getting the right products out in the right timeframe is the Intel problem. As I have mentioned...
Sep 8, 2025
T
In terms of overall business scale, AMD is unlikely to surpass Intel before 2028—unless its AI-related product lines gain significant...
Sep 8, 2025
T
Intel puts more Capex and R&D though so there is that AMD just don't take that big of risk in terms of Volume
Sep 8, 2025
T
Intel will do more than $50B is revenue this year. AMD is still $20B behind Intel. I would not bet against Lip-Bu Tan. He has not been...
Sep 8, 2025
Like.
As the CFO said. IFS is not really investable at this time. Lets see if 18A hurts or helps