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K
Do you think that if PSO knew the full arc of smartphones and app processors as a disruptive technology, he (or you) would have still...
Friday at 6:52 PM
A
Nope, my info is second hand. I have spoken to people who have had discussions with the analysts brought in to help benchmark Intel...
Friday at 5:06 PM
The system, developed by the Chinese Academy of Sciences, uses AI for semiconductor design, dispensing with the need for human...
Friday at 5:02 PM
K
That's the Innovator's Dilemma at work. In retrospect, taking the iPhone deal and subsequent business is pretty much the only way Intel...
Friday at 4:47 PM
I think it really all depends on how that 50% is calculated... For tax reasons, shareholder value, or corporate ego - it could be...
Friday at 2:07 PM
M
Thanks! Ok so the product team can choose whichever price is better (internal or external foundry) to hit their 50%?
That still gives...
Friday at 1:46 PM
X
Thanks! Ok so the product team can choose whichever price is better (internal or external foundry) to hit their 50%?
That still gives...
Friday at 1:35 PM
X
this is already decided for intel today. its 50% gross margin for the product side. foundry sells to them at market price. taxes...
Friday at 1:31 PM
M
this is already decided for intel today. its 50% gross margin for the product side. foundry sells to them at market price. taxes...
Friday at 1:27 PM
X
Enron was audited by public financial firm Arthur Anderson :)
There still is going to be a lot of room for 50% being a 'pessimistic'...
Friday at 11:51 AM
K
It's a dual-edged sword. It's also the same calculation that kept them out of the iPhone and out of the discrete GPU business when it...
Friday at 11:29 AM
A
Intel needs to kill some potentially profitable projects in exchange for more profitable projects where they can actually execute IMO...
Friday at 11:24 AM
K
Exactly no risk no reward
Friday at 11:16 AM
K
Maybe I'm missing something here, but I feel like this is the type of calculation that lead Otellini to pass on making chips for the...
Friday at 11:16 AM
M
Through this "new" arrangement, Micron is increasing its planned expansion from the $50 billion announced April 2024 during the Biden...
Friday at 10:52 AM
Daniel Nenni posted the thread Chinese academy launches automated system to speed up chip design amid US software curbs in SemiWiki Main Forum ( Ask the Experts! ).The system, developed by the Chinese Academy of Sciences, uses AI for semiconductor design, dispensing with the need for human...
hist78 reacted to Xebec's post in the thread Intel: New Products must generate 50% gross margin to get the green light with
Like.
I think it really all depends on how that 50% is calculated... For tax reasons, shareholder value, or corporate ego - it could be...