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Latest activity

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eding42 reacted to tomatoma's post in the thread Intel Reports Third-Quarter 2025 Financial Results with Like.

Intel is losing

Oct 23, 2025
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eding42 reacted to MKWVentures's post in the thread Intel Reports Third-Quarter 2025 Financial Results with Like.

Some interesting comments on 18A and when it becomes competitive. No one has asked the question I recommended "is 18A ramp helping or...

Oct 23, 2025
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eding42 reacted to Daniel Nenni's post in the thread Intel Reports Third-Quarter 2025 Financial Results with Like.

Intel reported better-than-expected financial results for the third quarter of 2025, signaling progress in its ongoing turnaround...

Oct 23, 2025
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samwilde reacted to Daniel Nenni's post in the thread Not Just Numbers: How TSMC’s “Small-Step, Fast-Run” Strategy Became Its Secret Weapon Against Samsung and Intel with Like.

We have been doing half node for many years. High volume fabless companies demanded it. Now we call it a family of processes but they...

Oct 23, 2025
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samwilde reacted to benb's post in the thread Not Just Numbers: How TSMC’s “Small-Step, Fast-Run” Strategy Became Its Secret Weapon Against Samsung and Intel with Like.

TSMC guessed right on 28nm (gate last, HKMG) and iterated steadily from there. They also got Apple from 20nm onward. Pulling Apple...

Oct 23, 2025
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tomatoma replied to the thread Trump says Intel has made a 'fortune' and America has made $40 billion after the US invested in ailing chipmaker.

First of all, if there hadn't been any trouble on the part of the US government, there would have been support under the CHIPS Act. This...

Oct 23, 2025
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tomatoma reacted to tooLongInEDA's post in the thread Trump says Intel has made a 'fortune' and America has made $40 billion after the US invested in ailing chipmaker with Like.

Hold on a moment. What's actually changed here ? The Intel share price has increased. And that's about it so far. It seems rather...

Oct 23, 2025
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tomatoma reacted to siliconbruh999's post in the thread Trump says Intel has made a 'fortune' and America has made $40 billion after the US invested in ailing chipmaker with Like.

Share Price doesn't reflect company competency.

Oct 23, 2025
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tomatoma reacted to Daniel Nenni's post in the thread Trump says Intel has made a 'fortune' and America has made $40 billion after the US invested in ailing chipmaker with Like.

Word inside the ecosystem is that the US investment in Intel really is making a difference in confidence and trust that Intel Foundry...

Oct 23, 2025
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tomatoma replied to the thread Not Just Numbers: How TSMC’s “Small-Step, Fast-Run” Strategy Became Its Secret Weapon Against Samsung and Intel.

I don't really understand

Oct 23, 2025
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tomatoma replied to the thread Not Just Numbers: How TSMC’s “Small-Step, Fast-Run” Strategy Became Its Secret Weapon Against Samsung and Intel.

Half nodes were established due to various cost-related reasons. This is not just a TSMC issue.

Oct 23, 2025
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samwilde replied to the thread US mulls curbs on exports to China made with US software, sources say.

The Chinese are fairly good at software themselves. Huawei is one of the largest contributors to Linux kernel development. Thanks to...

Oct 23, 2025
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samwilde reacted to MKWVentures's post in the thread US mulls curbs on exports to China made with US software, sources say with Like.

Limiting revenue by US companies and encouraging China to do their own development (which they obviously can) seem like a problematic...

Oct 23, 2025
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tomatoma reacted to Xebec's post in the thread Not Just Numbers: How TSMC’s “Small-Step, Fast-Run” Strategy Became Its Secret Weapon Against Samsung and Intel with Like.

I was going to ask how long this has been prevelant. I remember following the "standard" node naming conventions of Intel, and AMD...

Oct 23, 2025
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Brady reacted to Daniel Nenni's post in the thread Intel Reports Third-Quarter 2025 Financial Results with Like.

Intel reported better-than-expected financial results for the third quarter of 2025, signaling progress in its ongoing turnaround...

Oct 23, 2025

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