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Yes, efficiency is a big problem for Intel’s R&D. In the semiconductor industry, when Intel spreads its R&D across both manufacturing...
Sep 8, 2025
Award to Honor Outstanding Semiconductor Industry Leaders and Innovators
MILPITAS, Calif. – September 8, 2025 – SEMI, the industry...
Sep 8, 2025
Good data -- The Intel spend shouldn't be surprising:
- They are an IDM (i.e. Their R&D % should be similar to Nvidia + TSMC)
- They...
Sep 8, 2025
Interesting to designate Qualcomm as a foundry... ;)
These lists are also interesting and subject to debate. (Looks like the source...
Sep 8, 2025
T
The problem is all the VC giving AI Startup Billions of $ at insane valuation with meme products
Sep 8, 2025
T
Bad article but good topic.
Just from my point of view, today AI is an excellent research tool for people who are already experts in...
Sep 8, 2025
T
The Atlantic article linked above was written by a "staff writer", which means he doesn't know what he's talking about, and the article...
Sep 8, 2025
T
The entire U.S. economy is being propped up by the promise of productivity gains that seem very far from materializing.
If there is any...
Sep 8, 2025
T
It's different than the dotcom crash because back then there were multiple sectors to the US economy. Nowadays it's 7 tech companies...
Sep 8, 2025
T
Yes, I wanted to challenge the idea of intellectual property protection.
Whether you are a fab specialist or an IDM, confidentiality is...
Sep 8, 2025
T
I think separating at this moment does not yield any concrete benefit. Even if it were separated, Intel products would still need to...
Sep 8, 2025
T
I totally agree. I should clarify. Short term there is no way to separate parts of Intel. They don’t have the cash. They have to...
Sep 8, 2025
T
If IFS can reach a stronger operational state, offloading some of its ownership could help fund 14A (assuming there is a customer)...
Sep 8, 2025
T
What are you talking about? Can you see? It's easy to see, 18a is negative.
Sep 8, 2025
hist78 replied to the thread Intel may sell part of Intel Foundry in the future - Intel at Citi 2025 Global TMT Conference.Yes, efficiency is a big problem for Intel’s R&D. In the semiconductor industry, when Intel spreads its R&D across both manufacturing...
Daniel Nenni posted the thread AMD’s Lisa Su to Receive Inaugural SEMI Silicon Medal at SEMICON West 2025 in SemiWiki Main Forum ( Ask the Experts! ).Award to Honor Outstanding Semiconductor Industry Leaders and Innovators MILPITAS, Calif. – September 8, 2025 – SEMI, the industry...
Like.
The problem is all the VC giving AI Startup Billions of $ at insane valuation with meme products