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X
No, Intel needs to know its limits and focus on AI, which is large enough.
Jul 26, 2025
X
I think the problem is the US environment. I find it corrupted in same way from the very top:
For Lip-Bu, his job is to recover Intel...
Jul 26, 2025
H
The only thing that can save Intel foundry is CCP attacks Taiwan.
Jul 26, 2025
As of the end of 2024, Intel had already spent $3.7 billion on constructing new fabs in New Albany, Ohio. I’ve always felt this decision...
Jul 26, 2025
D
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 26, 2025
L
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
S
Consider it canceled then. No sane customer will drop TSMC in favor of Intel. Definitely not my company.
Jul 26, 2025
S
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
S
you can say that for a lot of large high tech companies. at least this time with Intel, there is an outsider that can bring something...
Jul 26, 2025
22 nm and 28 nm are considered the same process node.
UMC tried 14nm so many times.
Jul 26, 2025
S
Consider it canceled then. No sane customer will drop TSMC in favor of Intel. Definitely not my company.
Jul 26, 2025
J
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 26, 2025
J
It is a subtle warning to the entire semiconductor ecosystem. One which I will be repeating at every possibility. Are you hearing me...
Jul 26, 2025
J
This will be the ultimate test to your theory....
Jul 26, 2025
J
This is what I called assert your competitive strength .
Bravo to LBT, at least he acknowledged the problem.
Jul 26, 2025
hist78 replied to the thread Intel 10Q filing - We may cancel 14A if we do not win a large external customer.As of the end of 2024, Intel had already spent $3.7 billion on constructing new fabs in New Albany, Ohio. I’ve always felt this decision...
Like.
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...
Daniel Nenni reacted to DanX's post in the thread Intel Reports Second-Quarter 2025 Financial Results with