Intel's fall & Gelsinger's master plan to take on TSMC - discu.eu

Reddit

The Intel DD you need, but not deserve (Part 3) https://www.techfund.one/p/intels-fall-and-gelsingers-master 34 comments 20/3/2024 wallstreetbets

Linking pages

The battles for the HBM and AI cloud markets, AMD's large opportunity no one is talking about, SK hynix the deep value AI play, and KLA signals a semicap ramp https://www.techfund.one/p/the-battles-for-the-hbm-and-ai-cloud 0 comments

Linked pages

An Interview with Intel CEO Pat Gelsinger About Intel’s Progress Towards Process Leadership – Stratechery by Ben Thompson https://stratechery.com/2023/an-interview-with-intel-ceo-pat-gelsinger-about-intels-progress-towards-process-leadership/ 30 comments
Leading edge semis come roaring back, TSMC and ASML outlook https://www.techfund.one/p/leading-edge-semis-come-roaring-back 0 comments

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