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T
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
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
T
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 29, 2025
T
I am a huge fan of Tower and loved the acquisition plan. But that plan was for how to utilize older technologies. Tower doesnt know how...
Oct 29, 2025
T
Yeah, but he wasn't. PSO admitting he was wrong was just like Marc Benioff saying he was sorry for supporting federal troops in SF...
Oct 29, 2025
T
I don't think it was Intel culture per se, I think it was a difference of objectives, time, and money.
Intel's n-process was/is all...
Oct 29, 2025
T
I have to think the "fast" part of that was the bigger problem. There is no way Apple was going to wait a few years for Intel to build...
Oct 29, 2025
Exactly.... it is only a safety issue if you are actually doing something.
If its just a fake setup (ie "this is a model to...
Oct 29, 2025
C
What are they working on exactly? It sounded like they are working on the optics for photolithography with an x-ray synchrotron light...
Oct 29, 2025
A
I agree that was probably the most significant problem for Apple. But most of what I heard about was money and risk. I wish Intel took...
Oct 29, 2025
A
I have to think the "fast" part of that was the bigger problem. There is no way Apple was going to wait a few years for Intel to build...
Oct 29, 2025
A
I don't think it was Intel culture per se, I think it was a difference of objectives, time, and money.
Intel's n-process was/is all...
Oct 29, 2025
C
By Tal Horowitz
Everyone thinks Intel is making a comeback. They're wrong.
While tech media celebrates Intel's 18A process and...
Oct 29, 2025
B
LBT has solved the initial survival phase with deal making. Now he is working on the New Intel for the future. Bigger deals to come and...
Oct 29, 2025
This sounds like it's written by someone who lives Marvel comics/movies as a lifestyle. Intel's comeback is far from certain, but this...
Oct 29, 2025
Like.
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?*)...
Haha.
I believe Intel’s high profit margin was a common perception throughout the 2000s, but it wasn’t the reality. Intel’s gross profit...
hist78 reacted to MKWVentures's post in the thread New startup, Substrate, looking to compete against ASML with