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Latest activity

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Daniel Nenni reacted to Xebec's post in the thread TSMC formally sues ex-SVP over alleged transfer of secrets to Intel with Like.

You know I'll just take a moment here to show respect to anyone who accumulates 8+ digit (USD$) wealth legally. kudos Wei-Jen Lo.

Nov 29, 2025
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XYang2023 replied to the thread Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027.

2029 is not too far away. We are nearly 26. Capital market can be patient with that wait.

Nov 29, 2025
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MKWVentures replied to the thread Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027.

After a few discussions, It looks like the issue is all about TSMC Taiwan and Wei Jen. They think he took files and downloads (lots of...

Nov 29, 2025
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MKWVentures replied to the thread Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027.

Most the finances (Margins, Cash flow, NPV) for IFS are bad until they get >1 Fab worth of external customers paying full market price...

Nov 29, 2025
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DepthFirst reacted to siliconbruh999's post in the thread TSMC formally sues ex-SVP over alleged transfer of secrets to Intel with Like.

If the dude really did something than he would sell his entire stock before moving to Intel but he didn't.

Nov 29, 2025
Daniel Nenni reacted to blueone's post in the thread Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027 with Like.

Cadence was a far easier problem space. It looks to me like Intel has only three remotely potential vectors to reach a $1T market cap...

Nov 29, 2025
Daniel Nenni reacted to delong.height's post in the thread Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027 with Like.

TSMC's price multiple is apparently suppressed due to geographic reason. There's no reason for such an extremely beneficiary from AI and...

Nov 29, 2025
Daniel Nenni reacted to siliconbruh999's post in the thread Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027 with Like.

It would require TSMC to have issues as well TSMC only passed Intel as a tech leader due to Intel fumbling the ball for like 3-4 years...

Nov 29, 2025
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XYang2023 reacted to delong.height's post in the thread Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027 with Like.

TSMC's price multiple is apparently suppressed due to geographic reason. There's no reason for such an extremely beneficiary from AI and...

Nov 29, 2025
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lilo777 replied to the thread Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027.

WJL moving from Intel to TSMC - no lawsuit WJL moving from TSMC to Intel - lawsuit It is sort of evidence. Obviously, the are some...

Nov 29, 2025
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lilo777 reacted to Daniel Nenni's post in the thread TSMC formally sues ex-SVP over alleged transfer of secrets to Intel with Like.

According to Grok: Wei-Jen Lo's TSMC Stock Holdings Based on the latest reports from the ongoing legal proceedings (as of November 29...

Nov 29, 2025
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XYang2023 reacted to delong.height's post in the thread Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027 with Like.

But here's a problem: every generation of the M series in the past has been single-process. Unless the future M series shifts to...

Nov 29, 2025
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XYang2023 replied to the thread Intel Sees 5,000 W GPUs Possible with Integrated Voltage Regulators.

I guess that for enterprise edge customers, they could use such solutions since they don’t face the same constraints as data centres...

Nov 29, 2025
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KevinK reacted to lilo777's post in the thread Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027 with Like.

Well, at least Intel did not sue WJL when he left Intel for TSMC. Also, I believe Intel has (or, at least, had) a policy that those...

Nov 29, 2025
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KevinK reacted to XYang2023's post in the thread Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027 with Like.

ChatGPT: Query: Why does California do not enforce non-compete? Reply: California’s refusal to enforce non-compete agreements comes...

Nov 29, 2025

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