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C
This is the most interesting slide. The dash means Intel is behind, the squiggles means Intel is comparable and plus means ahead. They...
Apr 2, 2024
C
We published a blog on this and how it matches the scenarios we published on Semiwiki last month
Key takeaway: Intel Costs are higher...
Apr 2, 2024
C
@Maximus
Intel revenue is 300M per quarter including packaging and sales of masks and equipment. external wafer revenue is less than...
Mar 26, 2024
C
I don't think there's much doubt that BSPD will deliver the *technical* benefits claimed -- lower voltage drops and access resistance...
Mar 12, 2024
C
Intel PowerVia certainly is an advantage against AMD at 20a and 18a but it is not an advantage against TSMC until foundry customers can...
Mar 12, 2024
C
Good comments and Info @Daniel Nenni
Intel plan is to claim victory (5N4Y) when process is manufacturing ready. That is not acceptable...
Mar 7, 2024
C
Just a couple of notes:
" I think we have most of the top 20 customers on the foundry side running test chips with us. "
Very good...
Mar 7, 2024