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Great analysis! Thanks. Do you have any thoughts on how Intel can get out of this downward spiral?
Dominant does not necessarily mean...
Wednesday at 9:44 AM
S
agree on the non-trivial effort supporting both options. As for the adequate resource, it comes down to whether intel really seriously...
Wednesday at 9:42 AM
S
But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...
Wednesday at 9:39 AM
I think their name will come up soon. Taiwan really is cracking down on IP theft. CC Wei seems to have a much harder line on IP theft...
Wednesday at 9:37 AM
I’m wondering to what extent Japan's Rapidus is involved in this scandal, if at all.
Wednesday at 9:34 AM
S
Not sure I agree with the logic here. Intel's biggest need right now is to fill the fabs. Choosing not to even try to serve a large...
Wednesday at 9:32 AM
It is so easy these days to have AI make some historic financial overview of business performances. Below is a table generated by...
Wednesday at 9:01 AM
M
But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...
Wednesday at 8:52 AM
Full-year 22nm revenue increases 93% YoY, reaching record high in Q4 2025
2025 earnings per share of NT$3.34
Fourth Quarter 2025...
Wednesday at 8:51 AM
M
I wouldnt over complicate it. Micron makes the best decision at the time based on the ROI. Micron has had Development and limited...
Wednesday at 8:49 AM
Andrew ChenAndrew Chen
Taken individually, Micron Technology’s recent moves look like routine capacity expansion. Seen together, they...
Wednesday at 8:44 AM
Custom silicon only creates value when software, tools, and deployment are co-developed alongside it—otherwise, even the most advanced...
Wednesday at 7:28 AM
Andrew ChenAndrew Chen
Taken individually, Micron Technology’s recent moves look like routine capacity expansion. Seen together, they...
Wednesday at 7:18 AM
Full-year 22nm revenue increases 93% YoY, reaching record high in Q4 2025
2025 earnings per share of NT$3.34
Fourth Quarter 2025...
Wednesday at 7:10 AM
This statement is telling:
"The feedback from our colleagues, our suppliers and our customers shows that our ways of working have, in...
Wednesday at 6:42 AM