Episode 55: Intel IFS Economics and Last Fabs Standing
TSMC, Intel, and Samsung are the only companies currently competing in the foundry space, with TSMC leading the pack in revenue generation
338 Views
Episode 53: Supply Chain Demand Help and Dueling Mega Cycles
Sam Altman is reportedly looking to raise $5 to $7 trillion for a semiconductor project, but it is unclear who he is talking to or how realistic...
353 Views
EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China
Nvidia and Intel announced a $5 billion stock investment and collaboration to jointly design CPU GPU systems for data centers and AI networking,...
362 Views
EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly
Overall, TSMC's dominance in the industry and Intel's hesitancy towards investing in new processes have raised concerns about a potential monopoly...
369 Views
Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value
Ben and Jay discuss the recent changes at Intel, including the departure of CEO Pat Gelsinger and potential strategies for the company's future...
658 Views