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If TSMC's gross margin starts to match/exceed Intel's margin at their heights (62-63%), then that's a sign TSMC is getting (very?*)...
Oct 29, 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 29, 2025
Would the Tower acquisition have helped this a lot? a little?
Oct 29, 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 29, 2025
manufacturing outside US impact is minimal. text or call me and I can discuss specifics
Oct 29, 2025
Or Pat Gelsinger? I am confused.
Oct 29, 2025
A
Dan, will alternatives ever be developed for the ASML equipment or ways of getting more production out of existing equipment including...
Oct 29, 2025
S
Or perhaps more than half of Intel’s board of directors already knew what needed to be done, but the entrenched management, employee...
Oct 29, 2025
T
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 29, 2025
S
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
By Christina Kyriasoglou / Bloomberg
28 Oct 2025, 11:25 pm
(Oct 28): GlobalFoundries Inc CEO Tim Breen said that the US-based company’s...
Oct 28, 2025
B
Literally giving their life for their work.
Oct 28, 2025
S
Have you read what they write on the internets about that guy? I just can't stop thinking how in the world anyone who gave him money...
Oct 28, 2025
S
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
F
Literally giving their life for their work.
Oct 28, 2025
Xebec replied to the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand.If TSMC's gross margin starts to match/exceed Intel's margin at their heights (62-63%), then that's a sign TSMC is getting (very?*)...
Like.
I believe Intel’s high profit margin was a common perception throughout the 2000s, but it wasn’t the reality. Intel’s gross profit...