Akshay @akshay_SiGe
I revolve around Device Physics (2D and FeFETs), South Indian History (medieval period), and Movies! Joined August 2022-
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If you thought H1B was big, HIRE is coming. The US Senate has proposed the Halting International Relocation of Employment (HIRE) Act, designed to make outsourcing less attractive for American companies. If passed, and Trump may, starting Dec 31, 2025, US firms that shift…
Fake news maker.
Looks like that middle ground "spin in" plan is still in the pipeline @PatrickMoorhead. I think this'd be a good compromise to increase the odds for ext customers to sign up for 14A. Remember even Hyperscaler's internal silicon (CPUs) are direct competition for Intel Products.
Looks like that middle ground "spin in" plan is still in the pipeline @PatrickMoorhead. I think this'd be a good compromise to increase the odds for ext customers to sign up for 14A. Remember even Hyperscaler's internal silicon (CPUs) are direct competition for Intel Products. https://t.co/6XMcTXhgAI
@SKundojjala PPE + R&D = 157 bln from 2021-2024 @akshay_SiGe
I don't know if the people who say things like this are joking or serious, but AMD should buy GF again and build several fabs that can manufacture the best American nodes, better than 18A.
I don't know if the people who say things like this are joking or serious, but AMD should buy GF again and build several fabs that can manufacture the best American nodes, better than 18A.
@Putney_Kotto What startup can *check notes* Do $10B yearly in R&D for process node technology Spend $20B in capex every year (while the Taiwanese Monopoly does $40B+, so you are really falling behind) There are only 3 companies worldwide that compete. All gov's now own a stake in each
@nano_arun True that. Hopefully Pat's vision bears fruits by the next decade at least. I have a vague feeling that at some point in the future Intel may become a public entity as it may help big time with the financials and capital expenses.
“Non-voting” shares of $INTC says Lutnick. This is good. This is the right way. And it’s delivery of all the funds that the USG had promised, some paid, most unpaid from CHIPS Act. The U.S. kingmaker has spoken. Now who signs up for foundry or pays the tariff or inverse tariff…
“Non-voting” shares of $INTC says Lutnick. This is good. This is the right way. And it’s delivery of all the funds that the USG had promised, some paid, most unpaid from CHIPS Act. The U.S. kingmaker has spoken. Now who signs up for foundry or pays the tariff or inverse tariff… https://t.co/dj3VyZs2LP
Between 1994 and 2019, only twice Intel spent less capex than TSMC. But from 2020, TSMC consistently outspent Intel. In 2025 alone, TSMC will spend $22B more capex than Intel. However, 47% of Intel's 2025 capex is offset by subsidies, partners (Apollo, Brookfield) and customer…
fabricatedknowledge.com/p/intels-one-t… The one true shareholder is here (the government)
Intel definitely needs US government backing. They cannot compete with this on their own. Semiconductor manufacturing is capital intensive like Aerospace industry (heavily subsidized by governments).
$INTC is the U.S. Foundry. It needs to be invested in the way Taiwan invested in $TSM. No alternative. Make it happen.
$INTC is the U.S. Foundry. It needs to be invested in the way Taiwan invested in $TSM. No alternative. Make it happen.
The OG Silicon Gang
@Jukanlosreve It's not exactly nationalization. It's state capitalism. Many countries have adopted it in different flavors e.g. Japan, Korea, China, Singapore, UAE, Saudi Arabia, Norway, Qatar etc.
Intel’s statement on meeting with President Trump: "Earlier today, Mr. Tan had the honor of meeting with President Trump for a candid and constructive discussion on Intel’s commitment to strengthening U.S. technology and manufacturing leadership. We appreciate the President’s…
Sometimes it takes someone awesome like Craig Barrett to state the obvious before people in power, likely disconnected from the reality of the chip industry, finally listen to common sense.
Sometimes it takes someone awesome like Craig Barrett to state the obvious before people in power, likely disconnected from the reality of the chip industry, finally listen to common sense.
The is getting better by the minute. The chip cowboy Badass Craig Barrett speaks!! This is the old and badass Intel that everybody feared. Summary: - The U.S. needs a domestic, leading-edge logic manufacturer, and Intel is the only American company positioned to do it today.…
Per WSJ article, if Lip-Bu Tan can convince Lutnick (maybe Trump too) that Intel can get customers, and since we know Lip-Bu Tan is the reason Intel hasn't split, then Intel will be saved and Foundry will become a significant revenue driver. $INTC $TSM
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