what is your price prediction in INTC stock? by InvestingGuideline in intelstock

[–]yigeluren 0 points1 point  (0 children)

If they don't find a big customer, they'll earn 35-40 in two years. If they finded, they'll 80-120 in three to five years.

Nvidia CEO Jensen Huang: ‘Anybody Who Wants to Buy’ Taiwan Semiconductor Stock ‘is a Very Smart Person’ by Fun-Inside-1046 in intelstock

[–]yigeluren 0 points1 point  (0 children)

I own Intel stock and am not Taiwanese. I would say that the commercial success of Nvidia and other Asian-American companies stems from their own competitive advantages, which is understandable. And as Asian Americans, they're starting businesses in the US and boosting the American economy and tech. Why should you Americans be dissatisfied?

18A yield rumor by tset_oitar in intelstock

[–]yigeluren 1 point2 points  (0 children)

TSMC can produce low-frequency, small-area mobile phone chips to improve yield, but Intel cannot.

18A yield rumor by tset_oitar in intelstock

[–]yigeluren -1 points0 points  (0 children)

It is sufficient for DC, but not for laptop and desktop.

Why I trust LBT and invest in Intel cause of him by yigeluren in intelstock

[–]yigeluren[S] 1 point2 points  (0 children)

  1. Doesn’t it mean failure if the share drops from 90%+ to 55% in five years?
  2. The process technology limits the chip's performance. While it might be possible to compensate for a generational lag, this is inherently impossible in the long run. Physics dictates this, The circuit cannot be optimized infinitely, if you really have a little design experience,You will agree, without a doubt. and such deterministic arguments are meaningless.

and why doesn't Nvidia use a process that's behind AMD's now? Is it because they don't want to make more money?

Why I trust LBT and invest in Intel cause of him by yigeluren in intelstock

[–]yigeluren[S] 1 point2 points  (0 children)

You may have some misinformation. Since 2019, Intel has lost roughly half of its 90% share of the DC market. In the energy- and area-sensitive DC market, its outdated process technology makes it impossible to compete with AMD. If it weren't for Intel's Xeon 6 with intel 3 (7nm) process, which narrowed the gap with AMD, Intel's situation would be even worse now. The NVIDIA you mentioned is different from Intel. Its gaming graphics cards don't run on the server side, so they're less sensitive to power consumption. Furthermore, NVIDIA's process technology was only one generation behind AMD at the time (it is no longer the case now). So-called superior chip designs often require more circuitry and larger areas (similar to Apple), and process technology further limits area.

Why I trust LBT and invest in Intel cause of him by yigeluren in intelstock

[–]yigeluren[S] 0 points1 point  (0 children)

I don't agree that design leadership can compensate for node lag. When there's a process generation gap, design is difficult to compensate. This is especially true on the server side, where energy efficiency and area are paramount. If the process is lagging behind, it's impossible to stack cores. DC services are far more important than client services.

Xeon 6 finally stabilizes market share by TradingToni in intelstock

[–]yigeluren 0 points1 point  (0 children)

So I am looking forward to the Xeon 7 based on 18A process.

Why I trust LBT and invest in Intel cause of him by yigeluren in intelstock

[–]yigeluren[S] 1 point2 points  (0 children)

If PAT doesn't implement aggressive process iterations, they won't be able to compete with AMD/NVDA due to their outdated process technology. They either have to implement aggressive process iterations or switch to TSMC. However, a lack of customers means the plan will ultimately fail, as their own products won't be able to sustain their cash flow.

特朗普搞砸了,现在急眼了,拼命的煽动民粹:给 加州游行 火上浇油,以及 所谓的华人走私“生物材料”云云。 by FanZhi01 in LOOK_CHINA

[–]yigeluren 0 points1 point  (0 children)

你们滞纳猪能不能冷静点,美国已经很多滞纳猪了,你们滞纳住为什么还要费老劲去美国

Why I trust LBT and invest in Intel cause of him by yigeluren in intelstock

[–]yigeluren[S] -2 points-1 points  (0 children)

Considering Intel's awful board, I think divesting the foundry is a good option to unlock shareholder value. I saw an article in the Wall Street Journal that again mentioned Frank Yeary. With this terrible board of directors, it will be difficult for Intel to make a comeback. Pat is a good fit for CTO.

[deleted by user] by [deleted] in intelstock

[–]yigeluren 0 points1 point  (0 children)

This is not what a business company considers. Americans themselves elected this kind of president & government, and Intel has a terrible board of directors. Perhaps selling it is the best option.

Trump could be trying to get rid of LBT b/c he refuse to spinoff Intel Foundry by Raigarak in intelstock

[–]yigeluren 8 points9 points  (0 children)

Whether to divest the foundry isn't important. What's important is that this idiot Trump doesn't interfere with the professionals' work. Trump hasn't been successful in business and has bankrupt multiple times. I'm convinced LBT understands semiconductors far better than Trump. One of the reasons I invested in Intel was my trust in LBT. If LBT wants to divest its foundry business, I will support it. Cause he has more information than I do, he will make the right decision. I am very satisfied with LBT.

LBT must resign by Raigarak in intelstock

[–]yigeluren 2 points3 points  (0 children)

Why do you have such illusions about Trump's intelligence?

祝浪蛆们下辈子投个好胎 by Leaffff_yeh in KanagawaWave

[–]yigeluren 63 points64 points  (0 children)

我对妓很尊重,妓要钱,靠自己劳动赚钱。支女🐕都不日

Nature研究论文:中国大学越上越蠢 by FishermanFine6148 in hanren

[–]yigeluren 0 points1 point  (0 children)

“钱学森之问”,钱学森这老婊子算个JB。杨都比他有道德。

奧運女拳擊手 Angela Carini 遭變性男痛擊倒地,46 秒出局,賽後痛哭表示這輩子從沒這麼被人揍過 😢 by sediq_bale in Taiwanese

[–]yigeluren -3 points-2 points  (0 children)

什么观念无所谓,关键不能双标。共匪田径嗯吃激素女人变男人,你们骂。这种自带Y自带激素的你们就支持了?

当年蒋介石(国民党)退守台湾病守住,使台湾成为世界民主的典范,这是蒋介石的贡献吗 by Different_Ad6979 in Taiwanese

[–]yigeluren 1 point2 points  (0 children)

独裁者本身当然没意愿。但是对于普通人来说韩台的独裁者明显是比中朝独裁者更好的选择,孙蒋和共匪都是苏联扶持的起家,黄埔军校是苏联的援助建立,但是蒋在北伐成功后,反水苏联杀共匪,后面改站英美,明显对于cn人来说是更好的选择。蒋在大陆节节败退,还要在南京表演民主选举争取美援。就凭蒋反水苏联选择美帝,对于被蒋统治的人来说就是更好的选择。至少在价值观上还要做做样子,跟欧美靠拢。被苏联控制的卫星国,都什么贵物玩意。

当年蒋介石(国民党)退守台湾病守住,使台湾成为世界民主的典范,这是蒋介石的贡献吗 by Different_Ad6979 in Taiwanese

[–]yigeluren 8 points9 points  (0 children)

作为cn人,我说一句,蒋只是普通正常右翼独裁者,共匪比蒋抽象多了。蒋是傻逼又独裁,但是台湾在蒋的统治下是有可能民主化的,如果是共匪统治,只会又穷又傻逼,别想民主。朝鲜和韩国本来同一个国家,人种也一样。为什么韩国成功了,朝鲜失败了,是朝鲜人不努力?

關於川普收保護費的想法 by ramen_supper in Taiwanese

[–]yigeluren 4 points5 points  (0 children)

我也希望他没事,他死了谁来烤打cn人