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E
I think the most compelling case for Intel and agents is access to databases, code running in containers, and files in the cloud. When...
Jul 27, 2025
M
don't worry they will realize it too late and are gonna pay the price also they need to support micron as well along with TI gotta have...
Jul 27, 2025
S
The only thing that can save Intel foundry is CCP attacks Taiwan.
Jul 27, 2025
K
Agentic AI has strong requirements for CPU and memory capabilities, as real-world agent use cases often involve web operations (e.g...
Jul 27, 2025
M
Imagine for a moment if China actually did attack Taiwan, and in the process make TSMC unviable for an indeterminate period of time...
Jul 27, 2025
B
Qualcomm, Mediatek, all the different hyperscalers through Broadcom/Marvell, and AI startups (Softbank, OpenAI, etc.)
Jul 27, 2025
B
Best question of the Q&A:
Stacy Raskin, Analyst, Bernstein Research: Hi, guys. Thanks for taking my questions. So the first one, I...
Jul 27, 2025
B
TSMC gross margins have gone from 48% to 58% over the past decade. What do you think they are going to go to when there is no...
Jul 27, 2025
Hard to understand then why INTEL cannot run your "paint shop"........
Jul 27, 2025
D
don't worry they will realize it too late and are gonna pay the price also they need to support micron as well along with TI gotta have...
Jul 27, 2025
S
don't worry they will realize it too late and are gonna pay the price also they need to support micron as well along with TI gotta have...
Jul 27, 2025
M
In case of China taking over Taiwan, does the US think they can transport/smuggle out enough TSMC brains to run the TSMC fabs here...
Jul 27, 2025
L
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
X
Can Taiwanese manufacturing or Chinese manufacturing exist without the US?
Jul 27, 2025
X
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
Like.
don't worry they will realize it too late and are gonna pay the price also they need to support micron as well along with TI gotta have...
user nl replied to the thread Intel Reports Second-Quarter 2025 Financial Results.Hard to understand then why INTEL cannot run your "paint shop"........