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F
The basic problem is ASML wants control over the light source. That's the reasoning behind the Cymer acquisition.
The previous American...
Jul 26, 2025
X
As you mentioned it...
Jul 26, 2025
S
Let me explore this a little further:
There are two types of labor expenses. The first is direct labor expense, which is directly...
Jul 26, 2025
B
The only thing that can save Intel foundry is CCP attacks Taiwan.
Jul 26, 2025
B
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
F
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
D
Yes, I used a 2:1 ratio for Intel:TSMC .
This assumption is overly simplistic and biased.
But it won't change the point of view.
Jul 26, 2025
Let me explore this a little further:
There are two types of labor expenses. The first is direct labor expense, which is directly...
Jul 26, 2025
Let me explore this a little further:
There are two types of labor expenses. The first is direct labor expense, which is directly...
Jul 26, 2025
X
I found this to be partly driven by politics.
Jul 26, 2025
X
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
L
The only thing that can save Intel foundry is CCP attacks Taiwan.
Jul 26, 2025
F
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
The only thing that can save Intel foundry is CCP attacks Taiwan.
Jul 26, 2025
X
I found this to be partly driven by politics.
Jul 26, 2025
Like.
Let me explore this a little further: There are two types of labor expenses. The first is direct labor expense, which is directly...
Daniel Nenni reacted to hist78's post in the thread Intel Reports Second-Quarter 2025 Financial Results with
hist78 replied to the thread Intel Reports Second-Quarter 2025 Financial Results.Let me explore this a little further: There are two types of labor expenses. The first is direct labor expense, which is directly...
