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F
They NAND companies need DRAM to stack in packages. Nanya and other companies are saying we will only guarantee capacity if you buy into...
Apr 2, 2026
Perhaps more investments by SAMSUNG, before 1 Jan 2027, that are eligible for the 35% investment tax credit "instant cash back" from...
Apr 2, 2026
Samsung Electronics is accelerating the introduction of next-generation manufacturing equipment at its semiconductor facility in Austin...
Apr 2, 2026
I have a pretty good model for 18A wafer cost today and what it will be when fully loaded in Fab 52.
I do not have great model for...
Apr 2, 2026
K
Yeah Intel is like 3 Business in a single company
- Design
- Software
- Foundry
Apr 2, 2026
K
If any US company needs a 120% CEO, it's Intel. I've been around CEOs at more than one international US company, and the job is usually...
Apr 2, 2026
S
Not disagree with the statement. However, my comment is not about comparing to previous CEO, but rather how dedicated current CEO should be.
Apr 2, 2026
S
I would take 50% of LBT vs 100% of PG. The stockholders (owners of the company) are very happy with 50% LBT. If we need failed...
Apr 2, 2026
S
What's going to happen to x86? if only Microsoft can do a decent job with Windows ARM. ARM will be truly everywhere.
ARMONK, N.Y...
Apr 2, 2026
M
I would take 50% of LBT vs 100% of PG. The stockholders (owners of the company) are very happy with 50% LBT. If we need failed...
Apr 2, 2026
K
Exactly... Intel used to do that with licenses for its customers to develop their own chipsets for the Front Side Bus; a so-called "bus...
Apr 2, 2026
S
Yeah Intel is like 3 Business in a single company
- Design
- Software
- Foundry
Apr 2, 2026
S
If any US company needs a 120% CEO, it's Intel. I've been around CEOs at more than one international US company, and the job is usually...
Apr 2, 2026
Not financial advice - but this may be one of those multi-generational investment things.. Invest at IPO and lose money immediately as...
Apr 2, 2026
K
Agree - defacto standards that are openly licensed, work better for accelerating solutions vs paper tigers forged in committees with...
Apr 2, 2026
Like.
They NAND companies need DRAM to stack in packages. Nanya and other companies are saying we will only guarantee capacity if you buy into...
user nl replied to the thread Samsung upgrades Austin fab, signals dual-track US chip strategy.Perhaps more investments by SAMSUNG, before 1 Jan 2027, that are eligible for the 35% investment tax credit "instant cash back" from...
Xebec replied to the thread Elon Musk's SpaceX set to go public in $1 trillion share listing.Not financial advice - but this may be one of those multi-generational investment things.. Invest at IPO and lose money immediately as...
