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Hopefully TSMC invests. That would be great! Go Lip-Bu! As I said, there will be more investments...
Sep 26, 2025
(Reuters) -Chipmaker Intel has approached Taiwan Semiconductor Manufacturing Company about investments in manufacturing or partnerships...
Sep 26, 2025
(Reuters) -Chipmaker Intel has approached Taiwan Semiconductor Manufacturing Company about investments in manufacturing or partnerships...
Sep 26, 2025
K
Will this apply to chip manufacture or the product importer? Say Apple, Nvdia or Amazon. For every phone, Server rack or Server...
Sep 26, 2025
Nothing goes to the moon, this will end badly, the only question are are you getting out first or after the collapse
Sep 26, 2025
Will this apply to chip manufacture or the product importer? Say Apple, Nvdia or Amazon. For every phone, Server rack or Server...
Sep 26, 2025
K
I have not heard a word about it since Lib-Bu took the CEO job. I really do think Lip-Bu is looking to maximize Intel shareholder value...
Sep 26, 2025
S
My understanding from BoA's count was that Intel only received 25 EUV systems during 5N4Y, and then got the 3 High-NA up to H1 this...
Sep 26, 2025
F
My understanding from BoA's count was that Intel only received 25 EUV systems during 5N4Y, and then got the 3 High-NA up to H1 this...
Sep 26, 2025
K
What Could Go Wrong With This ?
Under the new system, if a company pledged to build one million chips in the U.S., it would...
Sep 26, 2025
F
Questions: Whatever happened to the IFS separation.
Separate board
They should have a separate CEO
Separate finances?
There are some...
Sep 26, 2025
K
We'll have to see how Amazon does with Rainier and Anthropic...
Sep 26, 2025
K
If Google wanted to sell the TPU as a chip they would have to also commercialize their proprietary networks. IMO, that would be a...
Sep 26, 2025
B
I have not heard a word about it since Lib-Bu took the CEO job. I really do think Lip-Bu is looking to maximize Intel shareholder value...
Sep 26, 2025
I agree on the BoD, two is a waste of time and money.
IFS is separated as a business unit. Once it is successful it can be spun out...
Sep 26, 2025
Daniel Nenni replied to the thread Intel approaches TSMC for investments or partnership, WSJ reports.Hopefully TSMC invests. That would be great! Go Lip-Bu! As I said, there will be more investments...
hist78 reacted to Daniel Nenni's post in the thread Intel approaches TSMC for investments or partnership, WSJ reports with
Like.
(Reuters) -Chipmaker Intel has approached Taiwan Semiconductor Manufacturing Company about investments in manufacturing or partnerships...
BruceA replied to the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx.Nothing goes to the moon, this will end badly, the only question are are you getting out first or after the collapse
