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D
How about the total inside trading gain from this deal?
Oct 26, 2025
Maybe, but I'm a hands-on kind of guy. I think my wife is worse than I am. Her daily driver is a convertible with a manual...
Oct 26, 2025
D
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 26, 2025
D
The Chinese are fairly good at software themselves. Huawei is one of the largest contributors to Linux kernel development.
Thanks to...
Oct 26, 2025
M
Intel has the leadership at executive level. But the other 40K people need to change their behavior. Its not easy if it is even possible.
Oct 26, 2025
M
manufacturing outside US impact is minimal. text or call me and I can discuss specifics
Oct 26, 2025
D
It was never my intent to imply that TSMC just rode on Intel's coat tails. The fact that they have moved from being a fast follower to...
Oct 26, 2025
K
I’d also add that the stocks are not actually pricing in the crazy growth projections and capex announcements. I think most investors...
Oct 26, 2025
D
Intel is also first to GAA+BSPN in HVM as for advanced packing Intel has also made breakthrough what about Glass Substrates and Silicon...
Oct 26, 2025
D
Glad you cleared the air, intel was first for every innovation. If Intel was to go away the world will be left with a bunch of half...
Oct 26, 2025
L
No one is saying that AI isn't useful, but investing $100 billion in data centers for a company that yet to make a profit is hard to...
Oct 26, 2025
D
TSMC guessed right on 28nm (gate last, HKMG) and iterated steadily from there. They also got Apple from 20nm onward. Pulling Apple...
Oct 26, 2025
D
The half-node and small-step approach improves on time product delivery. Predictability in product delivery is extremely important to...
Oct 26, 2025
D
I probably don't qualify as someone who knows what they are talking about, but I'll share my impression anyway. :)
I suspect that...
Oct 26, 2025
D
FWIW -- Self-driving software (supervised) + driver paying attention is safer than one of these alone. I also find it very relaxing...
Oct 26, 2025
Maybe, but I'm a hands-on kind of guy. I think my wife is worse than I am. Her daily driver is a convertible with a manual...
Like.
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...