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March 3, 2026Published
Frank D. Yeary and Dr. Craig H. Barratt
SANTA CLARA, Calif., March 3, 2026 – Intel Corporation today...
Mar 3, 2026
F
CXMT DDR4 had been at 1x, DDR5 started at 1z. 1c (gamma) is starting to trickle out, but it's still a heavy multipatterning burden (word...
Mar 3, 2026
B
https://economy.ac/news/2026/02/202602288024
"According to market research firm Omdia on Feb. 12, CXMT’s average monthly wafer output...
Mar 3, 2026
B
As I mentioned previously. Before Intel can need Ohio, They need to fill Fab 52 (not filled yet) and finish tool out and start to ramp...
Mar 3, 2026
The name really needs a double-take.
Mar 3, 2026
This is based on the European case of the 2008 financial crisis.
Mar 3, 2026
F
The name really needs a double-take.
Mar 3, 2026
To me this is the giveaway that he's just posturing to try to re-position himself, after all the media blowback from their move. He...
Mar 3, 2026
M
Very unlikely.
Most likely scenario. If Intel can't do this by 2030, they picked the wrong CEO, IMO.
If China keeps up (or...
Mar 3, 2026
M
As I mentioned previously. Before Intel can need Ohio, They need to fill Fab 52 (not filled yet) and finish tool out and start to ramp...
Mar 3, 2026
M
This is painful to read. One lesson drilled into my head at Intel was that effort expended is irrelevant, only results are important...
Mar 3, 2026
M
Is it too early to tell?
In my view, Intel is a big mud pond. Any talented executive there faces a high risk of making poor or wrong...
Mar 3, 2026
F
ChatGPT: I'm sorry, Oh you meant that was a "fluke"? I thought you meant "use nukes".
Mar 3, 2026
B
Fingers crossed they acquire more business 🍾🍾🍾🍾
Mar 3, 2026
B
This place could come in handy as I assume a lot of inventory is being used up at the minute.
Mar 3, 2026