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E
My feeling is that INTEL will only invest in new tools when they see that profitability is there. It seems they have Fab shell clean...
Wednesday at 2:37 PM
E
EUV tools and all the fabs’ land, buildings, and machines are part of Property, Plant, and Equipment (PP&E) in accounting. Here I...
Wednesday at 2:37 PM
E
Intel isnt even remotely run as well as tsmc nor are its financials. It's PE is comical at this point. We shall see what the future...
Wednesday at 2:35 PM
E
Business traction on 22nm continues to gain momentum, accounting for 14% of Q1 revenue
Expect Q2 wafer shipments to grow by high single...
Wednesday at 2:32 PM
F
TLDR: 1) so does every other semi company; 2) you ain't seen nothing yet.
Let me offer an NVIDIA/AMD/Tesla-style valuation for $INTC...
Wednesday at 1:36 PM
It is also related to perception and deception.
Wednesday at 1:27 PM
My take on the current moats:
* Gaming / Professional Graphics - limited chip capacity - AMD would rather spend limited allocation on AI...
Wednesday at 1:00 PM
The back and forth regarding selling chips to China has generated a lot of discussion. I think Dwarkesh, as a 25 years old I believe...
Wednesday at 12:59 PM
K
I worked with an excellent engineer from Korea. As an only child he felt an obligation to care for his parents, who were older and...
Wednesday at 12:20 PM
Intel 18A-P looks impressive - 9% more speed even at a lower voltage (0.76V --> 0.75V).
"Improved Thermal Conductivity by 50% sounds...
Wednesday at 11:40 AM
N2 is already denser than 18A right?
Wednesday at 11:40 AM
Yeah by a decent bit can't recall the exact number but around 30% for the 18A HD Cell vs TSMC 2-1 NanoFlex
Wednesday at 11:40 AM
K
My take on the current moats:
* Gaming / Professional Graphics - limited chip capacity - AMD would rather spend limited allocation on AI...
Wednesday at 11:17 AM
K
Intel 18A-P looks impressive - 9% more speed even at a lower voltage (0.76V --> 0.75V).
"Improved Thermal Conductivity by 50% sounds...
Wednesday at 10:58 AM
News about Intel 18AP from VLSI_2026 Paper T1.2
- Intel 18AP will offer 9% perf or 18% power over 18A
- New VT pairs, low and high power...
Wednesday at 10:50 AM
Like.
My feeling is that INTEL will only invest in new tools when they see that profitability is there. It seems they have Fab shell clean...
hist78 replied to the thread US Chipmakers Hit Record Highs as Intel Turbocharges AI Rally.It is also related to perception and deception.
Xebec reacted to KevinK's post in the thread Jensen Huang – Will Nvidia’s moat persist? Podcast with Dwarkesh Patel with
Daniel Nenni reacted to Xebec's post in the thread VLSI 2026 Preview TSMC A16/ Intel 18AP with