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1. IDM/2.0: Margin stacking
2. LBT answered it in the video: 94% of advanced semi manufacturing in Taiwan. Hence, there is an embedded...
Apr 20, 2026
K
I respect your opinions and appreciate your insights, but you and that analyst guy, Stacy, are the closest to a 'bean counter' type of...
Apr 20, 2026
M
Is Intel regaining market share? we should know this week
Question: If IFS gets 3 large customers. total revenue = 5B/year. and IFS...
Apr 20, 2026
I joined Mentor Graphics through the acquisition of Silicon Compilers, then moved from California to Oregon back in 1995. Fond memories...
Apr 20, 2026
X
Also, does this growth imply that Intel’s products are becoming more competitive and starting to regain some market share?
Apr 20, 2026
X
An alternative approach to address AI accelerator market:
Apr 20, 2026
X
If the timeline delay is due to external demand for 14A, then that is a good problem to have. If so, IFS should be valued on a...
Apr 20, 2026
M
Intel capitalizes equipment related service contracts like everyone and building improvements. I am not sure of any "operating expenses"...
Apr 20, 2026
Glad to see Charlie is still around to pat himself on the back. :ROFLMAO: SemiAccurate is one of the sites I based SemiWiki on. I used...
Apr 20, 2026
> Taiwan, the United States, and Japan
That's just one continent 😁
Apr 20, 2026
Or three countries (US, Taiwan, Japan) in two continents (North America, Asia).
Apr 20, 2026
Along with its internal ASIC development team, Google now works with at least four external ASIC partners: Broadcom, MediaTek, Intel...
Apr 20, 2026
> Taiwan, the United States, and Japan
That's just one continent 😁
Apr 20, 2026
CapEx waste or capacity mismatches could explain why Intel’s revenue declined during a booming semiconductor cycle, even while the...
Apr 20, 2026
Thousands of CEOs admit AI had no impact on employment or productivity—and it has economists resurrecting a paradox from 40 years ago...
Apr 20, 2026
I joined Mentor Graphics through the acquisition of Silicon Compilers, then moved from California to Oregon back in 1995. Fond memories...
hist78 reacted to Daniel Nenni's post in the thread Nvidia Is Negotiating To Buy A Large PC Oriented Company with
Haha.
Glad to see Charlie is still around to pat himself on the back. :ROFLMAO: SemiAccurate is one of the sites I based SemiWiki on. I used...
Like.
> Taiwan, the United States, and Japan That's just one continent 😁
Xebec reacted to lefty's post in the thread TSMC to build 3nm chip capacity across three continents with
Daniel Nenni reacted to Barnsley's post in the thread Google in talks with Marvell to build new AI chips, The Information reports with