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V
Consider it canceled then. No sane customer will drop TSMC in favor of Intel. Definitely not my company.
Jul 26, 2025
A
I would not discount the value of foundry experience and an opportunity to prove that Intel can operate successfully as a foundry.
Jul 26, 2025
M
Intel has been hiring mainly good talkers for the past 15 years, so they became very good at talking. :)
Jul 26, 2025
M
Every company even the trillion dollar ones or superscalar have limited resources. Do you allocate people and money to enable sa...
Jul 26, 2025
M
Consider it canceled then. No sane customer will drop TSMC in favor of Intel. Definitely not my company.
Jul 26, 2025
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
Well, CFO had also mentioned that with the 18A test chips they had lost some customers...
Jul 26, 2025
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
Samsung and yield do not seem to go together. Given that Samsung competes with customers on a full range of products SK Hynix is the...
Jul 26, 2025
HBM4 volume will not kick in until at least this time next year and won't fully ramp until 2027, so Samsung have time.
That said they...
Jul 26, 2025
V
10mm2 is quite large for a single core. But if it really could achieve 2X IPC and still hit decent clock rates, that would be insane...
Jul 26, 2025
V
As long as they're not confidently executing SAQP, I doubt they can advance quickly. SAQP is about how well they can leverage existing...
Jul 26, 2025
E
TSMC won’t have a monopoly for very long. China will figure out EUV in the next 3-5 years and catch up.
Jul 26, 2025
E
This is what I called assert your competitive strength .
Bravo to LBT, at least he acknowledged the problem.
Jul 26, 2025
E
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
Like.
Consider it canceled then. No sane customer will drop TSMC in favor of Intel. Definitely not my company.
Daniel Nenni reacted to XYang2023's post in the thread Intel 10Q filing - We may cancel 14A if we do not win a large external customer with