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S
Best question of the Q&A:
Stacy Raskin, Analyst, Bernstein Research: Hi, guys. Thanks for taking my questions. So the first one, I...
Jul 25, 2025
Y
Actually Singapore is a good choice. Their partner, UMC, has a fab there. Intel has packaging facilities in msia. Singapore has low tax...
Jul 25, 2025
S
I don't worry about Internal if they see meaningful external commitment they will force Intel Product to move around a bit.
Jul 25, 2025
Y
Actually for leading node like 14A, I don’t think there are much customers that’s have the financial resources to be early adopters...
Jul 25, 2025
D
Best question of the Q&A:
Stacy Raskin, Analyst, Bernstein Research: Hi, guys. Thanks for taking my questions. So the first one, I...
Jul 25, 2025
K
There are two parts to IFS, one is filling existing fabs and two is partnering with big a customer on new fabs. If a big customer does...
Jul 25, 2025
K
So, what is the worst case for IFS? It seems to me that it won't be too bad for Intel, even if 14A doesn't work out. 18A could be a...
Jul 25, 2025
K
It is a subtle warning to the entire semiconductor ecosystem. One which I will be repeating at every possibility. Are you hearing me...
Jul 25, 2025
K
I believe this picture is related to the Intel Foundry Direct event held in May 2025.
If this Intel diagram is accurate, it reveals a...
Jul 25, 2025
K
i think yes based on this
Jul 25, 2025
K
It's a subtle warning to US Government as well.
Jul 25, 2025
K
Welcome clarity. Though increasingly obvious that Intel products just don't have the volume to justify many more future nodes, it needed...
Jul 25, 2025
Mixel is the industry’s first pure play silicon IP provider to support ASA-ML SerDes
San Jose, CA – (BUSINESS WIRE, July 23, 2025) –...
Jul 25, 2025
Best question of the Q&A:
Stacy Raskin, Analyst, Bernstein Research: Hi, guys. Thanks for taking my questions. So the first one, I...
Jul 25, 2025
K
There are two parts to IFS, one is filling existing fabs and two is partnering with big a customer on new fabs. If a big customer does...
Jul 25, 2025
Like.
Best question of the Q&A: Stacy Raskin, Analyst, Bernstein Research: Hi, guys. Thanks for taking my questions. So the first one, I...
Daniel Nenni posted the thread Mixel Supports Automotive SerDes Alliance (ASA) Motion Link SerDes IP in Mixel.Mixel is the industry’s first pure play silicon IP provider to support ASA-ML SerDes San Jose, CA – (BUSINESS WIRE, July 23, 2025) –...