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At 75 years old and worth more than $60 million, I don’t think he’s interested in doing the heavy lifting or handling day-to-day tasks.
Oct 28, 2025
I believe Intel’s high profit margin was a common perception throughout the 2000s, but it wasn’t the reality. Intel’s gross profit...
Oct 28, 2025
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
F
TSMC has a strong trade secret protection ("Proprietary Information Protection") policy. So, not sure what he can divulge.
Oct 28, 2025
B
Hopefully its their customers who get squeezed and not their suppliers.
Tiz a different story further down the food chain , whereby...
Oct 28, 2025
F
This is not confirmed. Rejoining Intel will also bring him great shame in Taiwan. Does he really want that to be part of his legacy? The...
Oct 28, 2025
F
I am very sure every mid-tier process RnD person at Intel already knows what is wrong with the company, but cannot do anything like...
Oct 28, 2025
B
No, Kevin is the foundry sales expert. If it did happen, which I seriously doubt, he would be an advisor reporting to Lip-Bu.
Oct 28, 2025
B
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
A
To some degree Intel's margins are going to be affected by their business model. They do not run nodes for nearly as long as TSMC so...
Oct 28, 2025
B
We should invite Taiwan to be the 51st state. That would make it easier for everyone.
Oct 28, 2025
B
I think the idea might be to get the general in, and some of his colonels may be more receptive to joining.
Oct 28, 2025
D
That graphic is wrong the Intel 14A PDK 0.5 has not been released yet. My Dec-Jan estimate was arrived at by working backwards from...
Oct 28, 2025
D
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
B
Except those shown the door
Oct 28, 2025