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B
I don't think Intel is planning to sell IFS the best thing would be to stop new process and keep investing in packing another stuff they...
Apr 24, 2026
B
Musk is looking more and more like Hugo Drax, the villain from the worst Bond film ever. Putting many heavy payloads into space so he...
Apr 24, 2026
B
Ponte Vecchio called and wants its 47 tiles crown back
Apr 24, 2026
B
Don’t blame Intel for it. Blame AMD, Nvidia, etc. Value is relative. Without reference, there is no value. As I have pointed out many...
Apr 24, 2026
Don’t blame Intel for it. Blame AMD, Nvidia, etc. Value is relative. Without reference, there is no value. As I have pointed out many...
Apr 24, 2026
X
Don’t blame Intel for it. Blame AMD, Nvidia, etc. Value is relative. Without reference, there is no value. As I have pointed out many...
Apr 24, 2026
M
On IFS. we know that Tower foundry partnership work was cancelled a few months ago. Whatever happened to UMC 12nm deal? @Daniel Nenni
Apr 24, 2026
M
I don't think Intel is planning to sell IFS the best thing would be to stop new process and keep investing in packing another stuff they...
Apr 24, 2026
M
yes. historically, when Intel does not mention a product at earnings, it is not good. I have never seen a more complex product build...
Apr 24, 2026
B
As you say , the majority betting in the stock market is looking at Fundamentals.
Its all hype / media presence /meme and name...
Apr 24, 2026
K
Interesting call. The 10Q has some details on the ireland agreement and why it needed to be ended. The financial impacts show up in Q2...
Apr 24, 2026
K
With this current weird industry fixation on chips being measured in (Giga)Watts, that sentence confused me for a moment.. :)
Apr 24, 2026
K
Good info on Terafab. 1000W per month is fine for a small R&D pilot line. 3B should be good for initial spending.
He wants to have...
Apr 24, 2026
K
Appreciate many here like to stroke Musk ego.
3Bn maybe get you 1 litho tool and 1 inspection/ repair tool at the top end.
GF just...
Apr 24, 2026
K
Vaibhav Taneja is Tesla’s CFO. Given what he and Elon Musk have described, is $3 billion too little for the research fab/lab?
Apr 24, 2026
Like.
I don't think Intel is planning to sell IFS the best thing would be to stop new process and keep investing in packing another stuff they...
Daniel Nenni reacted to XYang2023's post in the thread US Chipmakers Hit Record Highs as Intel Turbocharges AI Rally with
Haha.
With this current weird industry fixation on chips being measured in (Giga)Watts, that sentence confused me for a moment.. :)