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As you mentioned, @ta152h you have positions in Intel. I'd recommend taking a step back and just analyzing why your view may be overly optimistic and what you could have gotten wrong. The fact is that people tend to justify and defend their past decisions more than they objectively evaluate...
https://www.reuters.com/markets/deals/china-slows-reviews-mergers-involving-us-companies-wsj-2023-04-04/
What deal/pound of flesh do you think that Chinese regulators would extract out of companies like Intel to approve their mergers?
Do you think these companies would be able/willing to offer...
I talked to a friend who lives in Hanoi recently. He got dragged along to live there by his family.
He told me that he (to put it nicely) does not like living there because Vietnam (even in Hanoi) is still very much a developing country. Although he notes Ho Chi Minh city is better in general...
I'm getting very confused as to what he's trying to claim except that he thinks MTL will be delayed (as Intel almost always does). Although everyone has good reason to doubt that Intel can actually deliver on time, I haven't seen many murmurs of MTL basically being almost delayed to Q1 2024...
Its more like Intel 4 and 20A are the half nodes, as they are chiplet nodes without the full node PDKs. Intel 3 and 18A involve minor changes that offer some increase in performance but have the full PDK. Intel 4 and 20A introduce the new technology, but on a smaller scale. To me it seems like a...
NK is just making threats again and the US is kinda sick of it. That's my interpretation. The only reason why the US isn't saying much more is because they're dealing with Ukraine and Russia. Much bigger problems for the US, and they can just let Japan and SK hold military drills in response. To...
QCOM has taped out 18A iirc at Intel, thats the potential customer they are talking about.
IFS also has landed AWS and Mediatek, but those are gonna take a bit longer.
No information is public about who is purchasing i3 at intel yet as far as I know.
Yes, its a "potential" customer for 18a but...
I saw some people saying that Pat's 'we are committed to the dividend' is nothing more than talk because he didn't say 'we will keep the dividend' and they believe that he will either end the dividend or freeze it at its current level soon. Lots of times, CEOs come out and say this and then have...
Do you know what company this is?
Whats interesting is that is Intel is working on RISC-V SoCs with SiFive on Intel 4. Surprising given its not really a full node.
I'm surprised. Does Taiwan not have a system that means if there is a severe typhoon during work hours (or directly before them), employees essentially can get the day off?
People walking and scootering around in the middle of a storm makes absolutely no sense.
It is because everyone at that age who has a brain still does not want to lead their country (at least in the US).
Sad, but understandable - at least to me.
This is my take on the anti-American sentiment in China:
Yes, some of it is there, but honestly I'd say that it is not that crazy or bad. Most of it on social media is because the government literally supports it. All the Chinese know the government filters everything and constantly spreads...
Most people end up going to UK, or Canada, or other country in the free world.
Many industrialized countries welcome the skilled professionals that are fleeing Hong Kong because of the value of the human capital they bring, in addition to their financial capital/resources (nearly everyone who...
Most people in Taiwan would be very angry if China invaded, to put it lightly. The Taiwanese would not accept their new overlords and would 100% damage/sabotage the equipment if it became clear it would fall into the PRC's hands.
Also, given how specialized and precise the equipment is, I...
