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M
Scale is good for everyone.
Oct 28, 2025
K
Intel offers both high priced processors and low-end, inexpensive ones. However, we can’t accurately analyze Intel’s true pricing...
Oct 28, 2025
K
So they had to change their entire cost structure across product and foundry to have a foothold in Mobile?
That's a tall order.
Oct 28, 2025
Here’s the whole Made in America homage to Blackwell GB300 NVL72 systems from today’s GTC in Washington DC.
Oct 28, 2025
Skyworks and Qorvo to Combine to Create $22 Billion U.S.-Based Leader in High-Performance RF, Analog and Mixed-Signal Solutions
Key...
Oct 28, 2025
S
other than the economy of scale and the usual benefit coming from such merger, how would this move change the fact neither companies are...
Oct 28, 2025
S
Skyworks and Qorvo to Combine to Create $22 Billion U.S.-Based Leader in High-Performance RF, Analog and Mixed-Signal Solutions
Key...
Oct 28, 2025
S
I like Altman's hustle. He's taking OpenAI from a non profit to maybe(?) a billion dollar business and pissing off Elon along the way. I...
Oct 28, 2025
S
Probably only efficiency benefits because the smaller company's corporate staff can be reduced, like in finance, legal, HR, etc, only...
Oct 28, 2025
S
understood. those typically happens for mergers like these. I am just hoping there are better focus on addressing their broad...
Oct 28, 2025
T
Thanks, that's very interesting data. Looking at TSMC in isolation, it seems to have quite stable net profit margins over the past 20...
Oct 28, 2025
T
I’d like to hear what @MKWVentures thinks since he was there.
From my perspective as an outsider, I believe Intel could have...
Oct 28, 2025
K
Here’s the whole Made in America homage to Blackwell GB300 NVL72 systems from today’s GTC in Washington DC.
Oct 28, 2025
M
i would say Naga would report to him but it's more likely that he comes back as an advisor not a FTE look at Glen HIlton.
Oct 28, 2025
M
Side note: TSMC N2 is 3 layer GAA transistor. Intel is 4 layer. is samsung or anyone else planning 4? is this a big deal? @Scotten Jones
Oct 28, 2025
Like.
Intel offers both high priced processors and low-end, inexpensive ones. However, we can’t accurately analyze Intel’s true pricing...
Daniel Nenni reacted to KevinK's post in the thread The Engines of American Made Intelligence: NVIDIA and TSMC Celebrate First NVIDIA Blackwell Wafer Produced in the US with
Skyworks and Qorvo to Combine to Create $22 Billion U.S.-Based Leader in High-Performance RF, Analog and Mixed-Signal Solutions Key...