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V
If Intel Foundry’s competition forced TSMC to cut prices by 10%, do customers actually pocket that 10% savings? No, because their...
Jul 26, 2025
V
I am very happy with cancellation of German Expansion should never have been started
Jul 26, 2025
V
I believe he did, which is a very honest answer. He clearly said it was not a Field of Dreams situation where you build capacity and...
Jul 26, 2025
V
IBM’s semiconductor story is far from over. After a legal battle in which IBM and GlobalFoundries sued each other for breach of...
Jul 26, 2025
V
It's a very easy path for TSMC to make Intel an offer they can't refuse on 14A, converting a large customer to the vast, unbeatable...
Jul 26, 2025
T
This kind of It was the first time I've seen a claim about Moore's law.
I couldn't believe my eyes
Jul 26, 2025
T
Some people argue that Moore's law is an economic trap, and I was very skeptical.
It's true that Moore's law is not just about...
Jul 26, 2025
X
BTW, I remember some people on this site saying that most people in Taiwan would support defending Taiwan against China. I seriously...
Jul 26, 2025
F
That's plausible, there are definitely precedents for that. But that would defeat the motivation to keep technology development control...
Jul 26, 2025
F
Maybe the business model is to get sold to ASML?
Jul 26, 2025
O
Maybe the business model is to get sold to ASML?
Jul 26, 2025
T
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
T
No, Intel needs to know its limits and focus on AI, which is large enough.
Jul 26, 2025
T
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
T
As you mentioned it...
Jul 26, 2025
Like.
I am very happy with cancellation of German Expansion should never have been started