SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: Doug M. who wrote (69091)8/7/2025 12:18:33 PM
From: THE WATSONYOUTHRespond to of 74371
 
How can they manufacture Tesla's chips when 18A-P and 14A aren't
even ready yet?

....is 18A ready yet?......when will we know?
....still waiting for an Intel full year revenue estimate from you....my guess is $53.4B
....stock price cross over X
....market cap cross over X
....profits cross over X
....server share cross over
....revenue cross over

....you must realize that if AMD achieves the last two, Intel is KAPUT
....server share crossover possible next year
....revenue crossover possible in <5 years
....unless the trajectory changes, do you deny any of this???
....where is your "due diligence"??



To: Doug M. who wrote (69091)8/7/2025 12:31:01 PM
From: Joe NYCRead Replies (1) | Respond to of 74371
 
re: What's wrong with Intel getting some important advanced packaging business?

The problem is that Intel not only lost the chip production order, Intel lost to Samsung.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News