Insight_xFF
@Insight_xFF
Followers
17
Following
227
Statuses
950
@NTFabiano Hard pass. My kidney blood levels were suddendly as bad as someone 20-25 years older than me. Thus I stopped taking it after 4 months, it's not worth it (too much uncertainity for my taste. not worth the risk).
0
0
0
@Luce_On_TSLA Let's be real, Intel very likely more or less bottomed (or will) this year. But you should be more cautious in painting crazy overpositive recovery scenarios, confusing hopes and reality. While the night is always darkest before dawn, the night will endure for quite a while.
1
0
2
@Luce_On_TSLA Secondly, you re forgetting, that one more fab is not going to cut it for Intel or any potential external foundry customer capacity-wise, Intel is still pretty short on bleeding capacity compared to tsmc. And high-na is much more expensive. costwise tsmc has a big adv over Intel.
1
0
0
@Luce_On_TSLA Yes but that is only for the machine lifetime cycle, you forgot the entire fab build up time. Once its done it takes another 12 months AT LEAST before going into proper production. Overall we are talking about multiple years here - old fabs cant be reused due to diff heights etc
0
0
0
RT @Dave_DotNet: Skip-Take v Take-Range v GetRange on List<T> #dotnet Saw this one earlier on LI. GetRange kicks ass, but who knows why?…
0
13
0
RT @AMD: G42 and AMD announced strategic investment in France in partnership with DataOne, Europe’s first gigascale AI hosting infrastructu…
0
46
0
RT @markgurman: The UK government has ordered Apple Inc. to build a backdoor to give it access to global user data, in a move that could sp…
0
252
0
RT @StockMKTNewz: $META ISSUED COMPANYWIDE COMMUNICATION TO STAFF FRIDAY ABOUT JOB CUTS THAT WILL BE ANNOUNCED MONDAY - THE INFORMATION
0
126
0
@IntelPolicy @intel My humble advice: Less "empty" bragging (especially when you are in no position to do so - see the past years for reference) and more delivering. Good luck tho...
0
0
0
RT @hms1193: AMD Crushes Intel In CPU Sales In Germany, Leaves Less Than 7% Revenue For Its Rival
0
13
0
@x86deadandback Well the thing is, PL can be good for customers, but at the same time bad for share holders. Just look at LL, crappy margins (close 2 zero) but technically a good product. Just having a theoretically good node won't make the phoenix raise from the ashes. It's all about costs !!!
0
0
0
RT @SKundojjala: Intel's server CPU chip volume hit the lowest in last 14 years for the second straight year in 2024. It's <50% of the prev…
0
5
0
RT @spectatorindex: BREAKING: China says it will take retaliatory measures against President Trump's new tariffs
0
3K
0
@Luce_On_TSLA It's interesting how people still proxy Intel bs marketing wording despite their pretty poor rep. Yield, volume scaling (hvm) + costs will determine success - as long the node is competitive qualitywise. And execution is something they didn't really shine at, for a long time now.
0
0
1
RT @SKundojjala: For the first time, Intel disclosed gross margin for its individual business units. CCG, NEX and all other (Mobileye/Alter…
0
20
0
