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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
D
Y.H, this analyst (Jeff Pu, who has an OK track record on Mac Rumors - he's in Hong Kong) believes that Apple is engaging with
Intel on...
Jul 25, 2025
TSMC won’t have a monopoly for very long. China will figure out EUV in the next 3-5 years and catch up.
Jul 25, 2025
Qualcomm would be a good partner, they have an excellent foundry team. Lip-Bu knows Apple from his Cadence days. Apple would be the best...
Jul 25, 2025
C
China hired ASMLs former head of technology and have been aggressively been poaching people from ASML. They had some breakthroughs...
Jul 25, 2025
Crazy that semiconductors are the stars of the show now. Hopefully they will have full self driving (FSD) commercialized for my...
Jul 25, 2025
K
“I think the economics of it are we have to consider the resiliency of the supply chain, I think we learned that during the pandemic —...
Jul 25, 2025
On July 23, Tesla held their Q2 earnings conference. The conferece included two interesting semiconductor related tidbits:
- The AI5...
Jul 25, 2025
S
Can you elaborate where this 3-5 years prediction comes from? What kind of research and system level engineering needed for them to have...
Jul 25, 2025
C
TSMC won’t have a monopoly for very long. China will figure out EUV in the next 3-5 years and catch up.
Jul 25, 2025
S
I always thought Intel should have tried to be the partner of Rapidus instead of IBM that would have been blessing.
Jul 25, 2025
S
Japan as well. They subsidized TSMC (https://fortune.com/2024/02/24/japan-tsmc-plant-subsidies-semiconductors-chips-technology/) could...
Jul 25, 2025
J
If all of them second source, the monopoly would break. But this option now has a expiry date.
Jul 25, 2025
J
I guess that Apples and Nvidias do not give a shxt about monopoly prices, as long as their competitors are paying the same prices. Also...
Jul 25, 2025
S
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 reacted to count's post in the thread Intel 10Q filing - We may cancel 14A if we do not win a large external customer with