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S
My guess is firing all those people is taking its toll. A lot of projects might be delayed. Some were cancelled.
Oct 23, 2025
S
Intel took a lot of effort kicking out Transmeta from the thin and light laptop market. But they failed at mobile.
Intel had the...
Oct 23, 2025
If we could turn back the clock and make Intel’s 10nm process deliver on time, assuming everything else remained the same, would Intel...
Oct 23, 2025
E
This isn't very optimistic for 18A short term - they're saying that yields will only be "good margin" in 2027, with a small chance at...
Oct 23, 2025
E
Intel is losing
Oct 23, 2025
E
Some interesting comments on 18A and when it becomes competitive.
No one has asked the question I recommended "is 18A ramp helping or...
Oct 23, 2025
E
Intel reported better-than-expected financial results for the third quarter of 2025, signaling progress in its ongoing turnaround...
Oct 23, 2025
S
We have been doing half node for many years. High volume fabless companies demanded it. Now we call it a family of processes but they...
Oct 23, 2025
S
TSMC guessed right on 28nm (gate last, HKMG) and iterated steadily from there. They also got Apple from 20nm onward. Pulling Apple...
Oct 23, 2025
T
First of all, if there hadn't been any trouble on the part of the US government, there would have been support under the CHIPS Act. This...
Oct 23, 2025
T
Hold on a moment. What's actually changed here ? The Intel share price has increased. And that's about it so far. It seems rather...
Oct 23, 2025
T
Share Price doesn't reflect company competency.
Oct 23, 2025
T
Word inside the ecosystem is that the US investment in Intel really is making a difference in confidence and trust that Intel Foundry...
Oct 23, 2025
T
I don't really understand
Oct 23, 2025
hist78 replied to the thread Not Just Numbers: How TSMC’s “Small-Step, Fast-Run” Strategy Became Its Secret Weapon Against Samsung and Intel.About what?
Like.
This isn't very optimistic for 18A short term - they're saying that yields will only be "good margin" in 2027, with a small chance at...