Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=99340
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2030770
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
K
Mondelez International Oreo bisquits are seen in this illustration taken July 26, 2021. REUTERS/Dado Ruvic/Illustration Purchase...
Oct 24, 2025
NGL, I was taken aback by the comment that 18A will not be margin accretive until end of 2026! I now think he was talking about the...
Oct 24, 2025
E
NGL, I was taken aback by the comment that 18A will not be margin accretive until end of 2026! I now think he was talking about the...
Oct 24, 2025
E
That was not his best call.
Oct 24, 2025
E
I think you need to re-read the transcript. Corporate margins increased with increasing outsourcing this quarter 10 and 7 have the...
Oct 24, 2025
E
which is not true Intel finances are in part due to Outsourcing as well they don't have any products on their own node part of...
Oct 24, 2025
E
exactly
And Intels most successful and profitable products are 10 and 7. And Intel mentioned the effect of 18A on Intels Margins...
Oct 24, 2025
E
is it just me or Zisner souded nervous?
Oct 24, 2025
E
Three thoughts on 18A:
1. These yield and margin comments are basically what folks here have been saying; it’s good enough to ship...
Oct 24, 2025
E
https://finance.yahoo.com/quote/INTC/earnings/INTC-Q3-2025-earnings_call-366977.html
Yahoo......... :ROFLMAO:
Oct 24, 2025
Half nodes were established due to various cost-related reasons.
This is not just a TSMC issue.
Oct 24, 2025
D
Pat Gelsinger
Disappointing to see this from Sam Altman and the team at OpenAI. What we’re witnessing across AI right now is a test of...
Oct 24, 2025
D
NGL, I was taken aback by the comment that 18A will not be margin accretive until end of 2026! I now think he was talking about the...
Oct 24, 2025
D
They also raised price on Intel 7/10 CPUs
What IFS charges Intel Products can be made up it's basically having a cheat code and you can...
Oct 24, 2025
They also raised price on Intel 7/10 CPUs
What IFS charges Intel Products can be made up it's basically having a cheat code and you can...
Oct 24, 2025
Like.
Mondelez International Oreo bisquits are seen in this illustration taken July 26, 2021. REUTERS/Dado Ruvic/Illustration Purchase...
Daniel Nenni reacted to dkr1986's post in the thread Intel Reports Third-Quarter 2025 Financial Results with
Xebec reacted to tomatoma'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