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[return to "Intel CEO Letter to Employees"]
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1. DebtDe+tc
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2025-07-24 21:52:13
>>fancy_+(OP)
He will announce they're selling the foundry business within the next 12-18 months. I'm certain of it.
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2. cubefo+Mk
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2025-07-24 22:48:57
>>DebtDe+tc
To Nvidia?
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3. axoltl+Qo
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2025-07-24 23:17:53
>>cubefo+Mk
It'd be the final piece of Apple's vertical integration puzzle.
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4. cubefo+2r
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2025-07-24 23:33:20
>>axoltl+Qo
Apple is mostly selling mobile devices, so power efficiency is very important. Which means they need cutting edge TSMC nodes. For Nvidia, being server based, power efficiency (electricity cost) is less a concern I believe.
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