phead128

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    phead128 replied to the thread News China's chipmaking champion soars amid China's push for self-reliance — SMIC's stock jumps 120% as semiconductor trade war intensifies.

    The US gov't defines "advanced nodes" as >=14/16nm in it's official sanctions documents, so SMIC achieving 7nm in Huawei Mate 60 Pro is...

    Yesterday at 9:23 PM
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    phead128 replied to the thread News Intel CEO complains 'this is taking too long' after investing $30B but receiving zero CHIPS Act funding.

    The true irony is Intel CEO Pat Gelsinger publically states Taiwan is "GeOPoLiTiCal RiSkY", yet continues to outsource 100% of Lunar...

    Nov 7, 2024
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    phead128 replied to the thread News Intel CEO complains 'this is taking too long' after investing $30B but receiving zero CHIPS Act funding.

    No critical mass of secured customers, reports of 18A yields issues, mass layoffs of 15,000 job, outsourcing Lunar Lake and Arrow Lake...

    Nov 5, 2024
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    phead128 reacted to ottonis's post in the thread News Intel CEO complains 'this is taking too long' after investing $30B but receiving zero CHIPS Act funding with Like.

    Someone familiar with the Chips Act should comment on the precise conditions for actual payment of grants to chip makers such as Intel...

    Nov 5, 2024
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    phead128 reacted to vanadiel007's post in the thread News Intel CEO complains 'this is taking too long' after investing $30B but receiving zero CHIPS Act funding with Like.

    I would only agree with this if a Company never outsourced anything outside of North America. If they outsourced and now want to come...

    Nov 5, 2024
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    phead128 reacted to bit_user's post in the thread News Intel might be too big to fail — Washington policymakers are already discussing potential solutions if the chipmaker cannot recover with Like.

    I supported Pat for a long time, but mounting evidence about his dishonesty, misrepresentations, and lack of forthrightness has...

    Nov 5, 2024
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    phead128 reacted to SonoraTechnical's post in the thread News Intel might be too big to fail — Washington policymakers are already discussing potential solutions if the chipmaker cannot recover with Like.

    Intel financials are no longer included in the DOW Industrial Average in the US ... It was replaced by nVidia last week.

    Nov 5, 2024
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    phead128 reacted to Jagwired's post in the thread News Intel might be too big to fail — Washington policymakers are already discussing potential solutions if the chipmaker cannot recover with Like.

    If I'm the Intel CEO, I spin off the foundry business. It doesn't seem like much of an advantage to own the design and production end to...

    Nov 5, 2024
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    phead128 reacted to bit_user's post in the thread News Intel outlines plan to break free from TSMC manufacturing — 70% of Panther Lake at Intel fabs, Nova Lake almost entirely in-house with Like.

    I'm a big believer in CXL, but latency never completely goes away. I think the latency of CXL does tend to get overstated, as it...

    Nov 2, 2024
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    phead128 reacted to JayNor's post in the thread News Intel outlines plan to break free from TSMC manufacturing — 70% of Panther Lake at Intel fabs, Nova Lake almost entirely in-house with Like.

    PG said in the earnings call ... the AZ 18a fabs aren't going into production until 2H 2025, and that their 18a yields aren't currently...

    Nov 2, 2024
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    phead128 replied to the thread News Intel outlines plan to break free from TSMC manufacturing — 70% of Panther Lake at Intel fabs, Nova Lake almost entirely in-house.

    why cancel 20A in-house to focus on 18A in-house, only to do 18A partially in-house? I swear they are hedging in case 18A does not...

    Nov 2, 2024
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    phead128 reacted to msroadkill612's post in the thread News Intel CEO is "frustrated" with CHIPS Act payout progress — Intel has received $0 from the $8.5 billion that the US government promised with Like.

    Ask anyone a decade ago what intel was & the reply would be insanely profitable &dominant chipmaker. Monopolistic hubris & greed had...

    Oct 29, 2024
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    phead128 reacted to TheHerald's post in the thread News Intel CEO is "frustrated" with CHIPS Act payout progress — Intel has received $0 from the $8.5 billion that the US government promised with Like.

    And neither does the consumer. So why would companies be different?

    Oct 29, 2024
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    phead128 replied to the thread News Intel CEO is "frustrated" with CHIPS Act payout progress — Intel has received $0 from the $8.5 billion that the US government promised.

    That's not saying much since shells of fab facilities are relatively cheap to build, but it's the equipment, particularly EUV...

    Oct 28, 2024
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    phead128 reacted to tamalero's post in the thread News Intel CEO is "frustrated" with CHIPS Act payout progress — Intel has received $0 from the $8.5 billion that the US government promised with Like.

    This.. for companies, they do not care about ¨geopolitical risk". It s all the money, they do not gave a crap when materials were...

    Oct 28, 2024

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