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T
That said, distributing bases is not a big deal.
All you need is a supply chain
Sep 27, 2025
T
I don't think it is hype. It is a risk. Luktnik also acknowledged it. Also if the future Taiwanese government agrees a unification...
Sep 27, 2025
M
agreed. Its the same deal with automakers. Admins come and want companies to make decade defining decisions for an admin that lasts 4...
Sep 27, 2025
Frank Yeary is perhaps a reminder on the usefulness of BoD
Sep 27, 2025
Y
Frank Yeary is perhaps a reminder on the usefulness of BoD
Sep 27, 2025
B
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 27, 2025
S
A Chinese invasion of Taiwan is always good to hype.
Sep 27, 2025
F
Building fabs in US has been difficult for a while, even Intel scattered itself. It's worse now.
Sep 27, 2025
F
I believe materials compatibility will be a challenge. If JJ based qubits triumph, it's less of a problem because they are aluminum...
Sep 27, 2025
X
I don't think it is hype. It is a risk. Luktnik also acknowledged it. Also if the future Taiwanese government agrees a unification...
Sep 27, 2025
S
I believe materials compatibility will be a challenge. If JJ based qubits triumph, it's less of a problem because they are aluminum...
Sep 27, 2025
F
A Chinese invasion of Taiwan is always good to hype.
Sep 27, 2025
S
2 years to build and 9 months to quail and start ramp should be too hard. Need to find about 15K contractors and 5-6 K engineers and...
Sep 27, 2025
S
Japanese firms cross-holdings and cross-investing is part of what caused the lost decades from 1990 to the present (30+ y ears). We're...
Sep 27, 2025
S
War unites allies for sure and there will be more wars without a doubt. War also fuels the economy. Cutting off semiconductors is an act...
Sep 27, 2025
Like.
I don't think it is hype. It is a risk. Luktnik also acknowledged it. Also if the future Taiwanese government agrees a unification...
Daniel Nenni reacted to Y.H's post in the thread Intel splashes more cash on ASML’s magic machines with
Haha.
Frank Yeary is perhaps a reminder on the usefulness of BoD