Wow.
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The guy who wrote this is clearly an intel insider with wide knowledge of the internal politics. It details what went wrong with the process development in intel. Original written in Chinese and machine translated by DeepL.
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Now this is what I would call inflection point. Intel losing it means AMD may be at the cusp of being the x86 king. Imagine most of x86 chips being designed by AMD and fabbed by TSMC. How many more fabs does TSMC need to build?
In semi conductor conference in Moscow. Dresden Mayor for key notes speaker and they use the word Europe. Its Middleast Funds and Europe that are building new industrial chains.
Its all European Universities research.
Remind me which semiconductors company are European? ARM? Does Siemens make any?
Russia has a grand total of two fabs. One of them was built in the 50s. It’s more a museum than a working factory. The other is an German import doing 65nm, something Intel did in 2003. State of the art is 5nm, next year 3.
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Those are fabs in open.
they put giant conglomerate under state and nothing goes out in public unless they have to.
https://rostec.ru/
This a country that spent $100B on Olympics construction by linking Mountain and Sea cluster in one place. so the competence is already there to do big things to transform the world.
Weather its Nuclear powered Icebreakers or Baikal Amur Railway Line. they are connecting the North.
Secret fabs in Russia? Wow. Where do they get equipments? Make their own?
hanera is using Elliott wave mostly. I use my own complex logic and running in a server, that sends me text me message when to buy and sell. I just blindly follow that. It changes time to time, but fairly good results.
For more info: I read this kind of posts, get some ideas, try to program it and use it. This may take appx 14-20 days for me. This is just hobby kind of work, but works sometime. It is endless programming, some one very strong in python can do it. Lot of setbacks will be there, it takes months, years to get some edge over the market.
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you need to study graduate degree course in EU unversity. preferably a historic degree. than you will understand my hints.
here education standard low that only street brawl racism is recognized. and neither understanding of finer quality products or real wealth.
Global Foundries is sponsoring the talk of Dresden Mayor talking about Semiconductor workforce in Russia.
look at skies and pay attention to the car with owner of Global Foundries.
There is much cleaner version of 7X7 built on more stable geography looking at Pacific.
Regretting buying only 5% instead of 50%?
Absolute ETF side, SOXL is good, but It is not working, the best for me is stay with UPRO or TQQQ.
I bought SPY Puts yesterday 12:45 PM for $5.61 and Sold early Today appx $7.30, a nice 30% return.
I still have the same 5% SOXL.
your program doesn’t work well with SOXL?
Looks like SOXL is in different cycle than S&P or some skewness is there, unable to get hold of SOXL. That is why I always stay with UPRO 80% (not even TQQQ - just trying 10% only). I may not continue SOXL. Better to stay where I am 100% clarity.
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Semi on fire.
NVDA ATH
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Piednoel didn’t spare words for Intel’s culture, which he said has changed drastically and promotes MBAs over those with technical prowess. This has resulted in “no innovation, no aggressive road-maps, and no people driven because they are are discouraged because the MBA’s are the only ones rising,” a bitter sounding Piednoel said. Rather than an audible being called on the fly to counter an AMD product, today’s Intel is simply unwilling to maneuver or push back. Instead, he said, CPU roadmaps are laid out by planners with MBAs who aren’t able to adjust.
MBAs? WS guys doing CPU roadmap?
its not MBAs. These are vogue terms for not saying.
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