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This is a classic case where capex discipline was necessary, but the lack of manufacturing optionality and poor demand timing caused...
Jan 26, 2026
Summary
Micron invests US$24 billion (S$30.5 billion) in Singapore to build a new Nand flash memory chip plant that supports AI-driven...
Jan 26, 2026
In today’s highly competitive and rapidly changing market, this is the unavoidable reality Intel faces as an IDM.
Jan 26, 2026
Once behind, everything becomes complicated/difficult. Then, need to compromise and be pragmatic/realistic.
If Customers do not commit...
Jan 26, 2026
Intel being the second largest foundry should not be a problem once they shift all Intel products back to Intel manufacturing. Samsung...
Jan 26, 2026
From my understanding, actually the gap is widening not narrowing. There are lots of revenue tricks for IDM in Foundry business and...
Jan 26, 2026
Couple items:
the 2nd largest foundry commitment in 2030 was made for external foundry. they said they would be number 2 overall...
Jan 26, 2026
Depends what you mean by "most customers"... ;-)
TSMC have said the BSPD (A16 process as opposed to N2) is suitable for HPC chips with...
Jan 26, 2026
thanks to MKWVentures & IanD for "BSPD .. most customers do not want it at this time"
Intel Foundry, how about providing 2 versions for...
Jan 26, 2026
It's not that simple, the metal stack and processing and qualification and DK and extraction and layout and libraries and SRAMs and...
Jan 26, 2026
Intel’s product division generates the majority of the company’s revenue and profit. Product competitiveness and market opportunity...
Jan 26, 2026
I'm sure that with all the conversations Lip-Bu Tan has had with customers he has become aware of the customers who want traditional...
Jan 26, 2026
Intel always seems perfectly poised to deliver the opposite of what the market demands..
Build it and they will come --> Market...
Jan 26, 2026
B
Agreed. Californian would prefer to be independent. The entire world would prefer California be independent except for USA.
Jan 26, 2026
Im just saying Intel is not constrained by TSMC, they are constrained by IFS ..... @siliconbruh999 may be correct on product issues...
Jan 26, 2026
t2msemi2018 replied to the thread How Intel Came Crashing Back to Earth After Its Trump Bump.This is a classic case where capex discipline was necessary, but the lack of manufacturing optionality and poor demand timing caused...
hist78 reacted to Barnsley's post in the thread Micron to invest $30.5 billion in Singapore to boost chip production, creating 1,600 jobs with
Like.
Summary Micron invests US$24 billion (S$30.5 billion) in Singapore to build a new Nand flash memory chip plant that supports AI-driven...