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S
Process leadership is absolutely necessary in Semiconductors there ain't anything without it for the best products
Jul 27, 2025
O
Throughout half of this time, Intel kinda sorta had process technological leadership. It goes to show that leadership in process...
Jul 27, 2025
Intel is not a startup. It's a 56-year-old company, old enough to qualify for a cheap "senior coffee" at McDonald's in the US.
Jul 27, 2025
P
Western companies do rollups, and LBOs. PRC companies quickly follow, and dump prices.
The great semi consolidation in the West of the...
Jul 27, 2025
P
There were in fact never truly banned. Nvidia kept manufacturing video cards in China, in Xiamen through the ban. You need to get a hold...
Jul 27, 2025
M
TSMC has cleverly out-manuevered Intel's US national interests play by moving into AZ.
After this statement -- which is extremely...
Jul 27, 2025
S
we already know what they would do TSMC started from government funding, Rapidus in Japan(i am not hoepful about this cause IBM IP)...
Jul 27, 2025
S
Not only that. But also they are exposed with geo-conflict risks.
Jul 27, 2025
S
The stock price is back to the launch days of the Pentium II when Andy Grove was in charge. Though the stock has paid a lot of...
Jul 27, 2025
X
The stock price is back to the launch days of the Pentium II when Andy Grove was in charge. Though the stock has paid a lot of...
Jul 27, 2025
S
These are design companies none of these manufacturer anything
Jul 27, 2025
S
It’s probably too late and not practical to consider those. If a break up happens , perhaps the design portion can relocate. But these...
Jul 27, 2025
S
I feel US says too much and does very little. A showman country.
Jul 27, 2025
I
I tend to agree...but think, if you wrote that even 5 years ago, it would have been unimaginable.
It would have been hard to imagine...
Jul 27, 2025
X
I meant manufacturing. If to overcome TSM's monopoly, I think there should be additional helps needed. US cannot even follow through its...
Jul 27, 2025
hist78 replied to the thread Intel Reports Second-Quarter 2025 Financial Results.Intel is not a startup. It's a 56-year-old company, old enough to qualify for a cheap "senior coffee" at McDonald's in the US.
Like.
TSMC has cleverly out-manuevered Intel's US national interests play by moving into AZ. After this statement -- which is extremely...