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S
Sometimes you have to. From 2016-2020 Buffett heavily invested in US airlines, and lost a bundle selling in 2020. I just sat by when...
Mar 7, 2026
S
Intel has wild cat lake on 18A for low end that competes with it though it's for a wider audience compared to Apple
Mar 7, 2026
T
Well, big thing is that the low end market has received a bomb from Apple's Macbook Neo. It may help with freeing up Intel 7 capacity...
Mar 7, 2026
B
Plenty of inventory need restocking this year
Mar 7, 2026
D
I won't bet against Buffett.
Mar 7, 2026
don't think intel or AMD stock is in bubble category
Mar 7, 2026
Any technology not yet running in production is always a great technology ahead of schedule with perfect PPA. Its when we start making...
Mar 7, 2026
from Apple A18 with TSMC N3E to Apple A19 with TSMC N3P, source = Kurnal Insights
Mar 7, 2026
Intel offered it heavily to any and all takers in 2021-2024. Why were there not takers? what has changed? Why is Intel still planning to...
Mar 7, 2026
C
Any technology not yet running in production is always a great technology ahead of schedule with perfect PPA. Its when we start making...
Mar 7, 2026
Worldwide chip sales increase 46.1% year-to-year
WASHINGTON—March 6, 2025—The Semiconductor Industry Association (SIA) today...
Mar 7, 2026
S
don't think intel or AMD stock is in bubble category
Mar 7, 2026
The article briefly mentioned that Shanghai Microelectronics Equipment (Group) Co., Ltd.'s 28nm lithography machine (ArF, Immersion)...
Mar 7, 2026
D
Until the stock bubble bursts.
Mar 7, 2026
Thank you for sharing -- I appreciate the insight into the Intel machine.
Question from your article:
"Apparently, they did remove...
Mar 7, 2026
Like.
Sometimes you have to. From 2016-2020 Buffett heavily invested in US airlines, and lost a bundle selling in 2020. I just sat by when...
Xebec reacted to siliconbruh999's post in the thread Intel CEO Tan reconsidering fate of chipmaker's new manufacturing tech, CFO says with
Daniel Nenni posted the thread Global Semiconductor Sales Increase 3.7% Month-to-Month in January in SemiWiki Main Forum ( Ask the Experts! ).Worldwide chip sales increase 46.1% year-to-year WASHINGTON—March 6, 2025—The Semiconductor Industry Association (SIA) today...
The article briefly mentioned that Shanghai Microelectronics Equipment (Group) Co., Ltd.'s 28nm lithography machine (ArF, Immersion)...
