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X
This is a different but similarly interesting discussion. I've always thought that Intel's previous fab scaling leadership made the...
Jul 27, 2025
B
Many of the key consumables comes from outside the US, they may have a local EBO but in reality if you to a tapein it is impossible...
Jul 27, 2025
S
I agree with this in principle, but consider that fab scaling is slowing down significantly. A new "full node benefit" is 15% Perf per...
Jul 27, 2025
X
Not in my opinion. TSMC process development is still entirely in Taiwan. Worrying just about fabs is very roughly like worrying about...
Jul 27, 2025
X
I agree with this in principle, but consider that fab scaling is slowing down significantly. A new "full node benefit" is 15% Perf per...
Jul 27, 2025
L
The modern Google officially dropped that aspiration.
No evidence from this that the bubble is bursting per this 4 days earlier...
Jul 27, 2025
X
Intel shareholders have already made significant contributions to this with almost no benefit—arguably even negative returns. No more...
Jul 27, 2025
A
Not in my opinion. TSMC process development is still entirely in Taiwan. Worrying just about fabs is very roughly like worrying about...
Jul 27, 2025
S
Not in my opinion. TSMC process development is still entirely in Taiwan. Worrying just about fabs is very roughly like worrying about...
Jul 27, 2025
S
First Finance TSMC joint venture in Japan 🤣
Jul 27, 2025
X
I don't think the bubble will really bust until one of the major companies start significantly scaling back it's investment... then...
Jul 27, 2025
X
Process leadership is absolutely necessary in Semiconductors there ain't anything without it for the best products
Jul 27, 2025
X
When you factor in inflation, investing in Intel stock has been a nightmare for investors.
Jul 27, 2025
C
Still do not understand the "obsession" of some people with "second foundry sourcing" in USA. INTEL for some time during the 2010-2020...
Jul 27, 2025
B
If Intel Foundry’s competition forced TSMC to cut prices by 10%, do customers actually pocket that 10% savings? No, because their...
Jul 27, 2025
Like.
This is a different but similarly interesting discussion. I've always thought that Intel's previous fab scaling leadership made the...