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How is the US-China chip embargo going? China consumes an estimated 45% of the worlds semiconductors, revenue which is now being lost to...
Oct 24, 2025
Chinese AI chipmaker Cambricon Technologies, often dubbed “China’s Nvidia,” reported an extraordinary 14-fold revenue increase in its...
Oct 24, 2025
K
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
K
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
K
I probably don't qualify as someone who knows what they are talking about, but I'll share my impression anyway. :)
I suspect that...
Oct 24, 2025
K
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
K
https://finance.yahoo.com/quote/INTC/earnings/INTC-Q3-2025-earnings_call-366977.html
Yahoo......... :ROFLMAO:
Oct 24, 2025
No, I don't have any way to question him. But I do think Fox News can.
As a matter of fact, at the close of the stock market yesterday...
Oct 24, 2025
Are you doubting the most Honest US President /s
Oct 24, 2025
K
It may not be but if you want to sell your hardware to public it needs to be programmable easily which Gaudi wasn't
Oct 24, 2025
K
For my money, you are partly right. Intel needed more volume to fill the fabs but the idea that it would have only bought Intel 2-3...
Oct 24, 2025
K
Intel took a lot of effort kicking out Transmeta from the thin and light laptop market. But they failed at mobile.
Intel had the...
Oct 24, 2025
K
If we could turn back the clock and make Intel’s 10nm process deliver on time, assuming everything else remained the same, would Intel...
Oct 24, 2025
S
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
Daniel Nenni replied to the thread Cambricon a.k.a. ‘China’s Nvidia’ says revenue spiked 14-fold last quarter. The ensuing stock frenzy made its CEO one of the world’s richest people.How is the US-China chip embargo going? China consumes an estimated 45% of the worlds semiconductors, revenue which is now being lost to...
Like.
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...
Haha.
https://finance.yahoo.com/quote/INTC/earnings/INTC-Q3-2025-earnings_call-366977.html Yahoo......... :ROFLMAO:
hist78 replied to the thread Trump says Intel has made a 'fortune' and America has made $40 billion after the US invested in ailing chipmaker.No, I don't have any way to question him. But I do think Fox News can. As a matter of fact, at the close of the stock market yesterday...