http://forum.lowyat.net/ Thu, 04 Jun 2026 22:47:16 +0800 FeedCreator 1.7.2 http://forum.lowyat.net/topic/5558711 BYD has come to eat Tesla&#39;s lunch in home battery segment. <br /><br /><br />[YOUTUBE]WPTgg3joL5E[/YOUTUBE] Ivan113 Kopitiam Thu, 19 Mar 2026 17:52:38 +0800 http://forum.lowyat.net/topic/5556507 [twt]https://twitter.com/tragicbirdapp/status/2027307809193218409[/twt] Ivan113 Kopitiam Fri, 27 Feb 2026 21:16:44 +0800 http://forum.lowyat.net/topic/5547963 [YOUTUBE]qNKKSujit94[/YOUTUBE]<br /><br /><br /><!--SPOILER BEGIN--><div class="spoilertop" onClick="openClose('3115d1474164ab2539bc0b7d35b490e1')" style="font-weight: bold"><u>&raquo; Click to show Spoiler - click again to hide... &laquo;</u></div><div class="spoilermain" id="3115d1474164ab2539bc0b7d35b490e1" style="display:none"><!--SPOILER END-->World first for anti CCP ignorants, they pretended the other first one didn&#39;t exist anyway, some say huawei was copying nonexistent Samsung&#39;s future tech.<!--SPOILER DIV--></div><!--SPOILER DIV--><br /><br /> Ivan113 Kopitiam Tue, 02 Dec 2025 12:26:06 +0800 http://forum.lowyat.net/topic/5547959 Says average CCP hater with puny brain<br /><br /><br />[twt]https://twitter.com/Rainmaker1973/status/1995550746381554067?s=20[/twt] Ivan113 Kopitiam Tue, 02 Dec 2025 12:10:42 +0800 http://forum.lowyat.net/topic/5547246 Had to ask here, I heard there was VISA exemption but official sources show the deadline is until 31st Dec 2025. Then I called a travel agency, they said already extended to 31st Dec 2026, but I couldn&#39;t find the source anywhere afterward. Anyone has any clue? Ivan113 Kopitiam Mon, 24 Nov 2025 15:04:14 +0800 http://forum.lowyat.net/topic/5535838 [YOUTUBE]cXVQVbAFh6I[/YOUTUBE]<br /><br />Summary <br /><br /><!--SPOILER BEGIN--><div class="spoilertop" onClick="openClose('7d1154135e3cd494d9004c8e8fb1c8de')" style="font-weight: bold"><u>&raquo; Click to show Spoiler - click again to hide... &laquo;</u></div><div class="spoilermain" id="7d1154135e3cd494d9004c8e8fb1c8de" style="display:none"><!--SPOILER END--><br />### Summary of Intel&#39;s Current Crisis <br /><br />#### 1. Financial &amp; Operational Struggles <br />- Intel is in a &quot;free fall&quot; with severe financial and operational issues. <br />- Construction of fabs (fabrication plants) has been halted or slowed despite receiving billions in government funding (e.g., CHIPS Act). <br />- Selling off business divisions (e.g., Altera, networking/communications group) and outsourcing departments (e.g., marketing). <br />- Massive layoffs: Over 10% of U.S. workforce cut in recent months, following ~20,000 layoffs/attrition last year. <br />- Plans for expansion in Germany, Poland, and Costa Rica have been axed or scaled back. <br /><br />#### 2. Foundry Business Collapse <br />- Intel paused development of its &quot;14A&quot; (1.4nm) node due to lack of external customer commitments. <br />- Risk of irreversible damage: If Intel abandons advanced nodes, it may never recover in semiconductor manufacturing. <br />- Fab construction in Ohio may stop if 14A is discontinued. <br />- Intel Foundry lacks major customers, making it dependent on its own struggling CPU division. <br />- Potential repayment obligations for government subsidies if wafer/fab commitments aren’t met. <br /><br />#### 3. Leadership &amp; Strategic Shifts <br />- New CEO (Pat Gelsinger → Lip Bu Tan) reversed Gelsinger’s aggressive investment strategy. <br /> - Gelsinger’s approach: Spend heavily to catch up in fabrication. <br /> - Tan’s approach: Cut costs, pause investments, and rely on customer demand. <br />- Tan claims Intel will execute a &quot;comeback studied in business schools&quot;—but skepticism remains. <br />- Trump called for Tan’s resignation, adding political pressure. <br /><br />#### 4. Product Failures &amp; Market Decline <br />- Desktop CPUs are uncompetitive: AMD dominates with 92% market share in some regions. <br />- Oxidation &amp; voltage instability issues damaged Intel’s reputation (13th/14th Gen CPUs). <br />- Laptops remain Intel’s stronghold, but AMD is gaining ground. <br />- GPU division (Arc) is struggling, unable to compete beyond low-price segments. <br /><br />#### 5. Long-Term Risks <br />- If Intel exits advanced node competition, TSMC will dominate unchallenged. <br />- GlobalFoundries’ fate (stuck at 14nm) could foreshadow Intel’s decline. <br />- U.S. government may intervene (national security concerns), but tariffs (e.g., Trump’s proposed 100% on non-U.S. chips) may not help Intel if TSMC also builds U.S. fabs. <br /><br />#### 6. Possible Outcomes <br />- Intel recovers like AMD did (AMD nearly went bankrupt before Zen’s success). <br />- Intel collapses, leaving TSMC as the sole advanced foundry leader. <br />- Government bailout due to national security importance. <br /><br />### Final Takeaway <br />Intel is in a &quot;death spiral&quot;—cutting costs, losing market share, and halting critical R&amp;D. Without a major turnaround, it risks becoming irrelevant in both CPU and foundry markets. The next few years will determine whether Intel survives or fades into obsolescence. <br /><br /><!--SPOILER DIV--></div><!--SPOILER DIV--> Ivan113 Kopitiam Thu, 14 Aug 2025 16:54:04 +0800 http://forum.lowyat.net/topic/5530300 Hoo haa hoo haa, invite media, setup conference when announcing ban, when u turn, quietly u turn, really is reality TV king. <br /><br />[YOUTUBE]XKOOQ7Gjt5A[/YOUTUBE] Ivan113 Kopitiam Thu, 03 Jul 2025 15:42:47 +0800 http://forum.lowyat.net/topic/5529063 Will Germany and Japan respond? <!--emo&:P--><img src='http://static.lowyat.net/style_emoticons/default/tongue.gif' border='0' style='vertical-align:middle' alt='tongue.gif' /><!--endemo--> <br /><br />[twt]https://twitter.com/XH_Lee23/status/1937331095886004259[/twt]<br /><br />[twt]https://twitter.com/TheFigen_/status/1728451774242083043[/twt] Ivan113 Kopitiam Tue, 24 Jun 2025 12:32:26 +0800 http://forum.lowyat.net/topic/0 Kopitiam Thu, 01 Jan 1970 07:30:00 +0800 http://forum.lowyat.net/topic/5517597 [twt]https://twitter.com/AndyBxxx/status/1909827899030749612[/twt] Ivan113 Kopitiam Wed, 09 Apr 2025 12:47:11 +0800 http://forum.lowyat.net/topic/5512292 Mentioned in 9:59 , buat malu yo, which sohai is this.<br /><br />[YOUTUBE]dV9U_aoHI_g[/YOUTUBE] Ivan113 Kopitiam Thu, 06 Mar 2025 08:06:53 +0800 http://forum.lowyat.net/topic/5507474 Waiting for HSR from KL &gt; Bangkok &gt; Kunming. <!--emo&:flex:--><img src='http://static.lowyat.net/style_emoticons/default/flex.gif' border='0' style='vertical-align:middle' alt='flex.gif' /><!--endemo--> <!--emo&:hyper:--><img src='http://static.lowyat.net/style_emoticons/default/rclxm9.gif' border='0' style='vertical-align:middle' alt='rclxm9.gif' /><!--endemo--> <br /><br />[twt]https://twitter.com/zhao_dashuai/status/1886785824244818295[/twt] Ivan113 Kopitiam Tue, 04 Feb 2025 23:01:33 +0800 http://forum.lowyat.net/topic/5504747 Chatgpt says it&#39;s for the staff, but does the money really goes to the staff? Any enforcement? I wanna know where my money go. Ivan113 Kopitiam Wed, 15 Jan 2025 21:49:16 +0800 http://forum.lowyat.net/topic/5475983 next argument, people who bought Tesla is like iphone users, they are stupid and blind <!--emo&:clap:--><img src='http://static.lowyat.net/style_emoticons/default/rclxms.gif' border='0' style='vertical-align:middle' alt='rclxms.gif' /><!--endemo--> <br /><br />[twt]https://twitter.com/WholeMarsBlog/status/1823834189088874903[/twt]<br /><br />[twt]https://twitter.com/SawyerMerritt/status/1803084425581715660[/twt]<br /><br />[twt]https://twitter.com/Tesla/status/1821193568545067131[/twt]<br /><br />[twt]https://twitter.com/SawyerMerritt/status/1821033880515658052[/twt]<br /><br />[twt]https://twitter.com/Tesla/status/1793561959734051273[/twt] Ivan113 Kopitiam Thu, 15 Aug 2024 09:23:05 +0800 http://forum.lowyat.net/topic/5472749 [twt]https://twitter.com/orikron/status/1818792610112168416[/twt]<br /><br />[twt]https://twitter.com/thinking_panda/status/1818822507706958077[/twt] Ivan113 Kopitiam Thu, 01 Aug 2024 09:42:18 +0800 http://forum.lowyat.net/topic/5467426 <br />What are the chances that Geely or Perodua lobby the gov to stop other car manufacturer from opening in Malaysia? Or foreign company turned away due to 51% ownership policy? <br /><br /><br /><br />[YOUTUBE]9nW7RH0OrUw[/YOUTUBE] Ivan113 Kopitiam Fri, 05 Jul 2024 17:28:03 +0800 http://forum.lowyat.net/topic/5463090 Though those value are locked for 5 years. <br /><br />[twt]https://twitter.com/elonmusk/status/1801084780035154058[/twt] Ivan113 Kopitiam Thu, 13 Jun 2024 11:16:42 +0800 http://forum.lowyat.net/topic/5454026 damn, I was expecting epic battle between abrams and T-90. Looks like Abrams are only good against desert people during the gulf war, but militarist &quot;expert&quot; said it was the best tank in the world, so much for the hype till it faces drone. <br /><br /><br /><a href='https://www.eurasiantimes.com/pulls-out-us-abrams-tanks-from/' target='_blank'>https://www.eurasiantimes.com/pulls-out-us-...ams-tanks-from/</a><br /><a href='https://apnews.com/article/ukraine-russia-war-abrams-tanks-19d71475d427875653a2130063a8fb7a' target='_blank'>https://apnews.com/article/ukraine-russia-w...3a2130063a8fb7a</a><br /><a href='https://www.hindustantimes.com/videos/world-news/russian-hunter-killer-drones-force-ukraine-to-get-rid-of-u-s-made-abrams-tanks-report-101714114558925.html' target='_blank'>https://www.hindustantimes.com/videos/world...4114558925.html</a><br /><br /><br />[twt]https://twitter.com/narrative_hole/status/1783754818823373036[/twt] Ivan113 Kopitiam Sat, 27 Apr 2024 01:03:10 +0800 http://forum.lowyat.net/topic/5452891 [YOUTUBE]3KH6AeDI0VA[/YOUTUBE] Ivan113 Kopitiam Sun, 21 Apr 2024 11:17:57 +0800 http://forum.lowyat.net/topic/5452585 All bow down to Supreme Leader Kim <!--emo&:respect:--><img src='http://static.lowyat.net/style_emoticons/default/notworthy.gif' border='0' style='vertical-align:middle' alt='notworthy.gif' /><!--endemo--> <br /><br />[YOUTUBE]dGbvctOg5l0[/YOUTUBE] Ivan113 Kopitiam Fri, 19 Apr 2024 16:07:53 +0800