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T
Fred became Frank here 🤣🤣
Sep 26, 2025
S
Yeah Intel should just can Israel Ireland is fixed to Intel 3 and it's variations.
Sep 26, 2025
S
I hope this policy (if implemented) works. The cost disadvantage is only about 10%. However, the crippling lack of scale--lack of...
Sep 26, 2025
F
Don't forget Intel's craze of the highest perf node got us to so many innovation in Nodes i would say let them cook.
Sep 26, 2025
F
Intel has been in the habit for quite some time now in over-promising and under-delivering. I haven't attended a class in business in...
Sep 26, 2025
F
Mostly to please the administration. For them, investment is better than forming a JV or running some operations for Intel.
Sep 26, 2025
F
Intel is a big TSMC customer and it would please the administration who has a 10% stake plus it is an investment, not a gift. Not unlike...
Sep 26, 2025
S
Why would it be in TSMC’s interest to invest in a competitor? If I were TSMC, I would tell Intel to politely pound sand unless if they...
Sep 26, 2025
B
I hope this policy (if implemented) works. The cost disadvantage is only about 10%. However, the crippling lack of scale--lack of...
Sep 26, 2025
A
TSMC to Intel : "You can bring your business to Samsung. Good luck".
Sep 26, 2025
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
Intel has been in the habit for quite some time now in over-promising and under-delivering. I haven't attended a class in business in...
Sep 26, 2025
Don't forget Intel's craze of the highest perf node got us to so many innovation in Nodes i would say let them cook.
Sep 26, 2025
Give TSMC and its US customers like Apple, Nvidia, Broadcom, Qualcomm, Intel and others an exemption on the incoming tariff on all...
Sep 26, 2025
S
Don't forget Intel's craze of the highest perf node got us to so many innovation in Nodes i would say let them cook.
Sep 26, 2025
Like.
Fred became Frank here 🤣🤣
Daniel Nenni reacted to Fred Chen's post in the thread Intel splashes more cash on ASML’s magic machines with