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P
Dell actually owns their factories in the mainland
Apr 19, 2026
B
they complain by making mid-range consumer GPU cost $1000
Apr 18, 2026
I really do think we will look back on this whole thing and laugh ourselves silly.
But moving forward, Lip-Bu and Intel can certainly...
Apr 18, 2026
X
I guess your spreadsheet model might be backward looking. Also Tesla's demand is quite sizable.
Apr 18, 2026
X
I guess UCI-E is cheaper than emid/foveros.
Apr 18, 2026
Terafab is a planned semiconductor fabrication plant jointly developed by Tesla, xAI, xAI's parent company SpaceX, and Intel.[1][2] The...
Apr 18, 2026
they complain by making mid-range consumer GPU cost $1000
Apr 18, 2026
B
Elon Musk confirms that SpaceX & Tesla will always remain a major customer of TSMC, but the Taiwanese chipmaker alone couldn't fulfill...
Apr 18, 2026
Intel Foundry has welcomed its newest member, Shawn Han, from Samsung Foundry, as the company continues to build its A-Team in the...
Apr 18, 2026
Elon Musk confirms that SpaceX & Tesla will always remain a major customer of TSMC, but the Taiwanese chipmaker alone couldn't fulfill...
Apr 18, 2026
K
From a technical standpoint - I agree & that's true, both auto and defense were ripe for competition. They stagnated by design.
But...
Apr 18, 2026
B
My bad for not explaining myself. I'm told that Wildcat Lake was qualified on A1 silicon. That almost never happens at Intel. While...
Apr 18, 2026
S
These decision already happened with Pat Gelsinger though design doesn't get freebies.
Apr 18, 2026