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If Bernstein is right than Lip-bu Tan is correct in shutting down IFS. From what I understand , both TSMC and Samsung does quite a bit...
Friday at 5:27 AM
S
Catchy title for sure. In my opinion the great Intel hope is to get manufacturing back integrated with design. Can Intel really compete...
Friday at 4:47 AM
T
Samsung hasn't had a good yielding process since like 8nm? that was the last time i saw them ship large dies in volume.
Friday at 1:38 AM
T
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...
Friday at 1:38 AM
T
Right, it is about risk. Out of the three foundries who can afford to take the Elon Musk risk? Only Samsung.
Friday at 1:38 AM
T
I mean Dr. Rasgon has generally been right about Intel.
Friday at 1:37 AM
T
Well, it's been said for a long time that Foundry takes time to see the results.
Friday at 1:36 AM
T
Which particular group of Asians are you talking to?
Asia a big place
Friday at 1:35 AM
T
I think the biggest issue for Intel , other than their own execution,is they operate in an environment where a lot is promised but very...
Friday at 1:35 AM
T
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...
Friday at 1:34 AM
T
I'm trying to remember the last time Stacy Rasgon had something positive to say about Intel and coming up short. :)
Am I to assume...
Friday at 1:34 AM
T
I think I read some one commented that the chips act might have prevented Intel from completely spinning out IFS. Perhaps they still...
Friday at 1:33 AM
T
Spinning off IFS will actually kill Intel products in long term right now they are maintaining share through IFS Simply due to the...
Friday at 1:32 AM
T
I hope that’s the case. But he is trump. Haha.
Friday at 1:32 AM
T
If Intel is unable to continue advanced node development, it would heavily affect a small state, 1 of 50.
If Samsung is unable to...
Friday at 1:32 AM
user nl reacted to Y.H's post in the thread Bernstein: World needs a TSMC alternative—and this name is best positioned with
Like.
If Bernstein is right than Lip-bu Tan is correct in shutting down IFS. From what I understand , both TSMC and Samsung does quite a bit...