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B
It is 75% instead of 60% because a lot of Chinese fabless semiconductor players are not allowed to fab at TSMC anymore. Like Huawei or...
Jul 26, 2025
F
This quote was interesting, (article dated May 13:)
"It's a fair assessment that Lip-Bu isn't thinking about massive changes," Zinsner...
Jul 26, 2025
X
I think he knows what he is doing. Based on his comments on AI during the call, he understands it (but he did not explain his ideas...
Jul 26, 2025
X
This quote was interesting, (article dated May 13:)
"It's a fair assessment that Lip-Bu isn't thinking about massive changes," Zinsner...
Jul 26, 2025
X
Well, CFO had also mentioned that with the 18A test chips they had lost some customers...
Jul 26, 2025
I agree this was a very good question to which LBT mumbled some generic answer only for Dave to intervene and answer.
- If 14A...
Jul 26, 2025
S
Intel needs to focus on less core designs. Jim Keller's Royal Core proposal was a step in the right direction I think but that got axed.
Jul 26, 2025
S
There are some good people as well in those layoffs seeing those people and people working in core projects is my only concern last time...
Jul 26, 2025
S
Who told you that?
They do down to 14nm for some product type , the Singapore FAB I think do 22nm at best at the minute.
As a supplier...
Jul 26, 2025
S
Yeah, I feel like this is the kiss of death for Intel.
If I'm a customer looking at who I want to fab my chips, why would I spend a...
Jul 26, 2025
S
I think this is going the way of DEC, or AMD more than IBM! Not enough volume and really doesn’t seem LBT has any attachment to...
Jul 26, 2025
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 26, 2025
S
I like this breakdown of his biography.
Why does Jensen get credit in the industry for 'worlds first GPU'?
There are so many prior...
Jul 26, 2025
S
Intel could have been fabbing FinFET RISC-V chips for SiFive but they pulled the plug when they already had working silicon. Intel is...
Jul 26, 2025
T
China hired ASMLs former head of technology and have been aggressively been poaching people from ASML. They had some breakthroughs...
Jul 26, 2025
Like.
It is 75% instead of 60% because a lot of Chinese fabless semiconductor players are not allowed to fab at TSMC anymore. Like Huawei or...
user nl reacted to dkr1986's post in the thread Intel 10Q filing - We may cancel 14A if we do not win a large external customer with