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B
Are there any FABS in the world that do not run 24/7?
Not just Intel.
I would imagine most suppliers to FABS are running 24/7 also.
Jul 27, 2025
M
Never TRUST "maffia speak" like from the people around the mob-boss, it is all meant to corrupt people and bully their behavior...
Jul 27, 2025
M
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
M
Yes. I agree with you. It’s logical to deduce it's important to have a second source. But it just didn’t happen for whatever reason...
Jul 27, 2025
M
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
M
Let me explore this a little further:
There are two types of labor expenses. The first is direct labor expense, which is directly...
Jul 27, 2025
M
Yeah, I feel like this is the kiss of death for Intel.
If I'm a customer looking at who I want to fab my chips, why would I spend a...
Jul 27, 2025
M
I think this is going the way of DEC, or AMD more than IBM! Not enough volume and really doesn’t seem LBT has any attachment to...
Jul 27, 2025
D
Check the recent TSMC law suit.
TSMC want 7/24 operation but US engineers don't want to do this.
This is the view of a Chinese news KOL...
Jul 27, 2025
M
The US, meaning Intel in this context, really can run chip tech. As Dan often points out, Intel has been the source of numerous chip...
Jul 27, 2025
M
Thanks blueone, this sums it up nicely. I personally feel the first applies to the current administration and quite possibly to some...
Jul 27, 2025
S
On July 23, Tesla held their Q2 earnings conference. The conferece included two interesting semiconductor related tidbits:
- The AI5...
Jul 27, 2025
S
10mm2 is quite large for a single core. But if it really could achieve 2X IPC and still hit decent clock rates, that would be insane...
Jul 27, 2025
S
When you factor in inflation, investing in Intel stock has been a nightmare for investors.
Jul 27, 2025
S
Better to own equity in a real live chip fab than US government bonds.
Jul 27, 2025
Like.
Never TRUST "maffia speak" like from the people around the mob-boss, it is all meant to corrupt people and bully their behavior...