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On last week's call:
"Capacity constraints, especially on Intel 10 and Intel 7, limited our ability to fully meet demand in Q3 for both...
Oct 26, 2025
S
Intel did 4 CEO in 5 Months :)
Oct 26, 2025
S
Samsung 3nm had no customers due to a horrible PDK so 3nm was later renamed to Samsung 2nm. In my opinion Intel was first to HVM with...
Oct 26, 2025
S
Toshiba was the first to demonstrate a Gate-All-Around (GAA) transistor in 1988. And Samsung was the first to achieve volume production...
Oct 26, 2025
S
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
BK was the worst Intel CEO. At least Pat rallied the troops.
I beg to differ on the automatic car issue. I drove two Manuel Porsche...
Oct 26, 2025
I remember Tabula, I knew some people there. I worked for another FPGA start-up GateField. One of the founders of Tabula worked for...
Oct 26, 2025
K
A little kissing up to Trump and Lutnick never hurts if you need their good graces.
Oct 26, 2025
Lip-Bu is taking a page from the TSMC playbook. He will sign 6 big customers and have them teach Intel how to succeed in the foundry...
Oct 26, 2025
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
O
Yes but this program would still help fill Intel’s Arizona fab capacity and teach Intel how to be a better customer facing foundry.
Oct 26, 2025
hah.. our "backup car" is a 24 year old manual convertible, and my wife can drive it too. Automatic gas cars (especially after owning...
Oct 26, 2025
Just a few top of mind thoughts.
Be more incremental about fab development, rather than dramatically over-spending on CAPEX.
Design a...
Oct 26, 2025
This is the second example of dumb AI initiatives I've seen in the past few days.
First it was that silly statement on a...
Oct 26, 2025
hah.. our "backup car" is a 24 year old manual convertible, and my wife can drive it too. Automatic gas cars (especially after owning...
Oct 26, 2025
Daniel Nenni replied to the thread Intel Reports Third-Quarter 2025 Financial Results.On last week's call: "Capacity constraints, especially on Intel 10 and Intel 7, limited our ability to fully meet demand in Q3 for both...
Like.
Intel did 4 CEO in 5 Months :)
hist78 reacted to MKWVentures's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with
Haha.
hah.. our "backup car" is a 24 year old manual convertible, and my wife can drive it too. Automatic gas cars (especially after owning...
Francisco Maya reacted to blueone's post in the thread Pat Gelsinger Disappointed with Sam Altman with
Xebec replied to the thread Pat Gelsinger Disappointed with Sam Altman.hah.. our "backup car" is a 24 year old manual convertible, and my wife can drive it too. Automatic gas cars (especially after owning...