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M
One could say this about the globalization of US manufacturing overall. Who wouldn't want to manufacture where there's cheaper labor...
Jul 27, 2025
A
Finally, someone mentions about Digital. How about Control Data, Data General, Unisys, Wang, Honeywell, NCR, Tandem, Apollo, Convex...
Jul 27, 2025
Are you suggesting Intel should be able to run TSMC designed and built fabs? That's ridiculous.
No I was not. I was suggesting that if...
Jul 27, 2025
K
I think these may also include various suppliers to TSMC and Intel. I heard that most of chemical/tool suppliers are still largely based...
Jul 27, 2025
What a revelation! That never occurred to any of us in big countries.
Perhaps ask your 77,284,118 countrymen if they agree with you...
Jul 27, 2025
B
I don’t believe Intel is going to walk away from 14A. The threat was caveated all over the place and is meant to help spur it along. I...
Jul 27, 2025
K
I have to wonder, where is IFS?
This kind of chip can probably be manufactured on Intel 3 and 18A. Why did Intel not pursue it...
Jul 27, 2025
K
Samsung Electronics secured a $16.5 billion semiconductor supply contract starting July 2025 through 2033, likely with Tesla for Full...
Jul 27, 2025
V
My understanding is that the Western world is concerned that because of geopolitics access to high end chips, now produced almost...
Jul 27, 2025
As of the end of 2024, Intel had already spent $3.7 billion on constructing new fabs in New Albany, Ohio. I’ve always felt this decision...
Jul 27, 2025
V
The USA does not control the so-called rare-earth minerals. When China "squeezes DT's balls", like they did for a couple of months, DT...
Jul 27, 2025
B
This is thing for me… TSMC margins are exploding and anytime anyone has margins like that there will always be competition; it’s just...
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
My understanding is that the Western world is concerned that because of geopolitics access to high end chips, now produced almost...
Jul 27, 2025
B
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
Like.
One could say this about the globalization of US manufacturing overall. Who wouldn't want to manufacture where there's cheaper labor...
user nl replied to the thread Intel Reports Second-Quarter 2025 Financial Results.Are you suggesting Intel should be able to run TSMC designed and built fabs? That's ridiculous. No I was not. I was suggesting that if...