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I can assure you that if Intel or Intel Foundry Service needs this level of government intervention just to survive, similar to many...
Wednesday at 7:43 PM
S
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Wednesday at 7:36 PM
Do you think it will be big customers with small orders, or big customers with large orders?
Wednesday at 7:27 PM
M
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 7:07 PM
The “NOT TSMC” market is shrinking or even disappearing day by day, partly thanks to Trump.
When Trump forced TSMC to commit $250...
Wednesday at 7:05 PM
do you think Intel is stronger than ASE or Amkor in Packaging? If so, why is there no revenue from people using packaging
Wednesday at 6:25 PM
I've heard Intel claim EMIB-T should be a real differentiator for packaging as well. That is due out in the second half of this year.
Wednesday at 6:24 PM
Maybe Intel can help Elon build his Terafabs he mentioned today. Maybe Ohio ??
"You know, I mentioned this at the shareholder meeting...
Wednesday at 6:24 PM
A
I've heard Intel claim EMIB-T should be a real differentiator for packaging as well. That is due out in the second half of this year.
Wednesday at 6:23 PM
A
If you look back at my initial post you will see that I specifically called out FSPD on 14A. I never claimed it was on their N2...
Wednesday at 6:15 PM
K
Maybe Intel can help Elon build his Terafabs he mentioned today. Maybe Ohio ??
"You know, I mentioned this at the shareholder meeting...
Wednesday at 6:13 PM
F
Ah yes, stack ranking. Beyond a doubt, Jack Welch's worst idea.
Wednesday at 6:12 PM
F
From what I see today AI will be a job shift similar to what spreadsheet did. Lots of people said Excel would kill jobs but what it...
Wednesday at 6:12 PM
Ah yes, stack ranking. Beyond a doubt, Jack Welch's worst idea.
Wednesday at 5:53 PM
There is definitely a lot of that going on. We used to call it all chiefs and no Indians but that is probably not politically correct...
Wednesday at 5:52 PM
hist78 replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.I can assure you that if Intel or Intel Foundry Service needs this level of government intervention just to survive, similar to many...
Like.
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Daniel Nenni reacted to MKWVentures's post in the thread Pumping the oil of the 21st century: TSMC versus INTEL with
Haha.
Maybe Intel can help Elon build his Terafabs he mentioned today. Maybe Ohio ?? "You know, I mentioned this at the shareholder meeting...
Xebec reacted to blueone's post in the thread ASML lifts outlook on record AI chip orders and layoffs but analysts query capacity with