Dave
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"It's tough to make predictions, especially about the future." Yogi Berra
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Post by Dave on Dec 31, 2020 3:24:07 GMT -8
Good morning, it’s New Year’s Eve. There is little news out there other than this year is almost over. And I say, good riddance, with the hope that this new year will bring peace and joy.
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Dave
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"It's tough to make predictions, especially about the future." Yogi Berra
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Post by Dave on Dec 31, 2020 3:29:07 GMT -8
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chinacat
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AAPL Long since 2006
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Post by chinacat on Dec 31, 2020 7:11:00 GMT -8
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JDSoCal
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Aspiring oligarch
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Post by JDSoCal on Dec 31, 2020 9:22:54 GMT -8
I laughed at that headline too, but a closer reading of the article suggests he was talking about Apple availing itself of Intel's foundry services, not buying Intel's own chips.
I think it's possible for Intel to get some of that foundry biz, especially considering TSMC's increasingly precarious situation in Taiwan.
***
Last trading day of the year. A lot of funds will be taking profits.
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chinacat
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AAPL Long since 2006
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Post by chinacat on Dec 31, 2020 11:27:07 GMT -8
I laughed at that headline too, but a closer reading of the article suggests he was talking about Apple availing itself of Intel's foundry services, not buying Intel's own chips. I think it's possible for Intel to get some of that foundry biz, especially considering TSMC's increasingly precarious situation in Taiwan.
*** Last trading day of the year. A lot of funds will be taking profits.
I saw that, but from what I have read TSMC has received funding from Apple to meet some of the advanced requirements for Apple’s custom chips. Can you say more about “TSMC's increasingly precarious situation in Taiwan.”?
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JDSoCal
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Aspiring oligarch
Posts: 4,181
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Post by JDSoCal on Dec 31, 2020 12:05:27 GMT -8
I laughed at that headline too, but a closer reading of the article suggests he was talking about Apple availing itself of Intel's foundry services, not buying Intel's own chips. I think it's possible for Intel to get some of that foundry biz, especially considering TSMC's increasingly precarious situation in Taiwan.
*** Last trading day of the year. A lot of funds will be taking profits.
I saw that, but from what I have read TSMC has received funding from Apple to meet some of the advanced requirements for Apple’s custom chips. Can you say more about “TSMC's increasingly precarious situation in Taiwan.”?Not without violating your "pleasant and informative environment" New Years resolution.
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,049
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Post by Dave on Dec 31, 2020 15:46:09 GMT -8
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4aapl
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Post by 4aapl on Dec 31, 2020 16:19:49 GMT -8
That explains it. My thinking is still back when I worked at Motorola in Phoenix just over 2 decades ago, with many Intel fabs in town too. Altera was already a fabless chip creator, and I interviewed at a couple AMD sites and Texas Instruments. I also worked in a class 1 fab at a national lab on some fairly cutting edge equipment. But I don't remember the sizes we were talking then, aside from the cellphone chip division at MOT was dealing with 10" wafers in a mostly lights off fab. One question is how far behind US based fabs like at Intel and AMD are? I'm sure there will be a push to keep competitive, even if not cutting edge. But it depends on how much of the knowledge and underlying tech has moved. I've known people working in that space, but quickly the likes of hard drive heads become less technical and then near obsolete. While these articles made it sound like no one was even close, others make it sound like places like Intel aren't completely out of the picture even if they did get a little behind. www.eetimes.com/intels-roadmap-a-closer-look-at-process-technologies-and-production-plans/#Well, the year is done with. And while I was tempted to tax out a few shares today, even if buying them back, I didn't. The future looks bright, and 145-150 seems likely in the next 1-2 months if things go well.
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