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D
That is because they took down Intel 7 capacity in Q3'24 to upgrade Fab 42 to support 18A (that upgrade I know didn't materialize under...
Jan 23, 2026
E
1. DC was up, and given they cannibalized ccg, I don't think that is the case, they had nothing to sell even with clients wanting to buy...
Jan 23, 2026
M
Lets say that OpenAI States that they do not see a time where they can make money and Investors state that spending needs to be flat...
Jan 23, 2026
Yes, yield is definitely a major factor behind Intel’s poor performance in such a booming market. But it cannot explain the entire...
Jan 23, 2026
M
They are short on Intel 7 somehow, which actually has very good yields. Only 10% of their output is EUV.
Jan 23, 2026
M
this was a very long winded response to 2 simple questions
1) How much revenue do you need from external to claim some success (no...
Jan 23, 2026
Malcolm's numbers may apply to semiconductor IDMs but certainly not the foundry business which is all about AI right now. If I had to...
Jan 23, 2026
Intel Corporation reported its fourth quarter 2025 earnings, showcasing a strong performance with earnings per share (EPS) of $0.15...
Jan 23, 2026
Good signals on foundry capabilities
Terrible signals all over the place otherwise
If one is to be long INTC at this point, it’s very...
Jan 23, 2026
Executive Summary
At Future Horizons’ Semiconductor Industry Update conference, UK, founder and CEO Malcolm Penn made one thing clear...
Jan 23, 2026
A
Many leaders suffer from tunnel vision and in this case if China invades, they will be victims of their own tunnel vision. Just imagine...
Jan 23, 2026
A
I do not believe it will happen under the current US administration. My guess is that Taiwan and China will work it out politically and...
Jan 23, 2026
S
The poor folk placing the pellicle in the Maskshop , one pellicle might be 1 year salary.
Dont want to be accidently popping one 🤣🤣🤣🤣
Jan 23, 2026
B
Well, they admitted that their yield sucks.
But there are always two sides to every story: they now have a lot of room to grow supply...
Jan 23, 2026
Unless Apple introduces another major breakthrough, it will be difficult to see a significant increase in demand driven solely by its...
Jan 23, 2026
hist78 replied to the thread The Wonderland of Intel Stock.Yes, yield is definitely a major factor behind Intel’s poor performance in such a booming market. But it cannot explain the entire...
Daniel Nenni replied to the thread Semiconductor Market Update January 2026 Future Horizons.Malcolm's numbers may apply to semiconductor IDMs but certainly not the foundry business which is all about AI right now. If I had to...
Like.
Intel Corporation reported its fourth quarter 2025 earnings, showcasing a strong performance with earnings per share (EPS) of $0.15...
Haha.
The poor folk placing the pellicle in the Maskshop , one pellicle might be 1 year salary. Dont want to be accidently popping one 🤣🤣🤣🤣
Xebec reacted to Maximus's post in the thread Jensen Huang says Nvidia has dethroned Apple as TSMC’s largest customer with