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I did support Pat G and his IDM 2.0 100%. That was short lived however due to Pat's rantings. I still think IDM 2.0 can succeed but...
Jul 31, 2025
B
22/28nm business reaches record high, accounting for 40% of Q2 revenue
Second Quarter 2025 Overview:
Revenue: NT$58.76 billion...
Jul 31, 2025
S
Anyway I read your article on Intel 3.0. I guessed you have very high confidence in Lip Bu. 😂 I would be looking out for your follow up...
Jul 31, 2025
S
Personally I do not think IFS will be shut down. Lip-Bu set low expectations and will beat them, that is how he works. It is the...
Jul 31, 2025
C
I'm not sure why he took the job, high preforming leaders are attracted to big challenges, but that doesn't always mean they are going...
Jul 31, 2025
Y
Anyway I read your article on Intel 3.0. I guessed you have very high confidence in Lip Bu. 😂 I would be looking out for your follow up...
Jul 31, 2025
Right, it is about risk. Out of the three foundries who can afford to take the Elon Musk risk? Only Samsung.
Jul 31, 2025
Well. There is definitely a possibility that lip-bu is doing a blood bath here. I certainly hope so. Samsung is about to lose big...
Jul 31, 2025
D
I did support Pat G and his IDM 2.0 100%. That was short lived however due to Pat's rantings. I still think IDM 2.0 can succeed but...
Jul 31, 2025
D
ShortSighted Decision are the reason for Intel's current position and i agree with Dan execpt for Pat's two big shortcomings he was a...
Jul 31, 2025
D
Catchy title for sure. In my opinion the great Intel hope is to get manufacturing back integrated with design. Can Intel really compete...
Jul 31, 2025
D
Personally I do not think IFS will be shut down. Lip-Bu set low expectations and will beat them, that is how he works. It is the...
Jul 31, 2025
Y
Well. There is definitely a possibility that lip-bu is doing a blood bath here. I certainly hope so. Samsung is about to lose big...
Jul 31, 2025
D
Samsung hasn't had a good yielding process since like 8nm? that was the last time i saw them ship large dies in volume.
Jul 31, 2025
Personally I do not think IFS will be shut down. Lip-Bu set low expectations and will beat them, that is how he works. It is the...
Jul 31, 2025