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Latest activity

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siliconbruh999 reacted to Daniel Nenni's post in the thread Bloomberg: Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid with Like.

Good question. The answer is probably both. It would be interesting to see how many politicians bought Intel before and after the US...

Sep 26, 2025
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samwilde replied to the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx.

Google has been working on AI specific hardware for longer than NVIDIA. I know this for a fact.

Sep 26, 2025
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samwilde reacted to ChrisGar's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

FYI -- Broadcom's gross margin is higher than Nvidia's.

Sep 26, 2025
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samwilde reacted to Fred Chen's post in the thread Intel splashes more cash on ASML’s magic machines with Like.

High-NA is expected to have a more complicated mask arrangement: https://euvlitho.com/2023/P11.pdf

Sep 26, 2025
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samwilde reacted to Fred Chen's post in the thread Intel splashes more cash on ASML’s magic machines with Like.

That report on SK hynix conflicts with this one...

Sep 26, 2025
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E61M5Touring reacted to Fred Chen's post in the thread Intel splashes more cash on ASML’s magic machines with Like.

EXE= High-NA NXE=Low-NA NXT=most advanced DUV (including KrF)

Sep 26, 2025
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E61M5Touring reacted to hist78's post in the thread Intel splashes more cash on ASML’s magic machines with Like.

Professional journalism is still alive, but it’s often overshadowed by the huge number of low quality websites, some of which operate...

Sep 26, 2025
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E61M5Touring reacted to tooLongInEDA's post in the thread Bloomberg: Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid with Like.

I'd be far more impressed if the goal was to reach definite targets in sales, margins and profits rather than a $1Tn stock market...

Sep 26, 2025
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tomatoma reacted to user nl's post in the thread Bloomberg: Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid with Haha.

What you need to know about the government’s 10% stake in Intel Politics Updated on Sep 20, 2025 11:50 AM EDT — Published on Sep 19...

Sep 26, 2025
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E61M5Touring reacted to Fred Chen's post in the thread A couple of interesting EUV defect reports from SPIE this week with Like.

The emergence of high-NA EUV lithography has intensified mask 3D effects, necessitating advanced cleaning solutions for next-generation...

Sep 26, 2025
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Maximus reacted to Fred Chen's post in the thread Intel splashes more cash on ASML’s magic machines with Like.

EXE= High-NA NXE=Low-NA NXT=most advanced DUV (including KrF)

Sep 26, 2025
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Maximus reacted to tooLongInEDA's post in the thread Bloomberg: Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid with Like.

I'd be far more impressed if the goal was to reach definite targets in sales, margins and profits rather than a $1Tn stock market...

Sep 26, 2025
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tomatoma reacted to Daniel Nenni's post in the thread Bloomberg: Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid with Like.

I can assure you Lip-Bu is talking to Apple. He did the keynote at the GSA US Executive Forum last night in Menlo Park pumping Intel's...

Sep 26, 2025
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tomatoma reacted to Barnsley's post in the thread Bloomberg: Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid with Haha.

The $1Tn valuation? Is that to be achieved through technical progress or just pumping the share price?

Sep 26, 2025
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tomatoma reacted to swka's post in the thread Bloomberg: Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid with Haha.

and how much of that $1T valuation is associated with foundry business?

Sep 26, 2025

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