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Jensen is shrewd -- he's going to take the best fab deal with the most advanced technology that he can get.
He fell out with TSMC but...
Apr 9, 2024
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Intel on Tuesday debuted a new AI chip designed to take on one of Nvidia’s most popular AI processors as part of its Intel Vision event...
Apr 9, 2024
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Samsung recently announced plans to start using 3D DRAM in its upcoming memory products. This move will involve a technology called...
Apr 8, 2024
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A good marketing team is vital in making sure you have the correct products to sell.
And products don't sell themselves. Bill Davidow...
Apr 8, 2024
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https://clausaasholm.substack.com/p/intels-mountain-to-climb
Apr 7, 2024
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18A is also a trust test node for Intels own products.. (vs TSMC N2). Thats a decent chunk of volume alone for the foundry side.
Apr 7, 2024
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Yes, but even the TSMC HPC libraries are denser than Intel -- as Scotten said above Intel use more relaxed design rules and fewer EUV...
Apr 4, 2024
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Here is Ian Cutress's take on it:
https://morethanmoore.substack.com/p/intel-foundry-realigning-the-money
Not 100% correct but very...
Apr 4, 2024
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What gap? I have done a ton of modeling of Intel over the years and confirmed/correlated results to published and private numbers. If a...
Apr 4, 2024
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For 18A, the target segment is HPC (noteably ‘not mobile’). Is it possible that the density estimate vs competition is correct for that...
Apr 4, 2024
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KEY POINTS
- Intel shares fell more than 4% in extended trading on Tuesday after the company revealed long-awaited financials for its...
Apr 4, 2024
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I hope everyone in Taiwan is doing OK.
Apr 3, 2024
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TSMC Halts Some Chipmaking as Taiwan Gauges Quake Fallout
TSMC Halts Some Chipmaking as Taiwan Gauges Quake Fallout·Bloomberg...
Apr 3, 2024
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https://finance.yahoo.com/news/tsmc-evacuates-production-lines-major-011155332.html
On Wednesday, TSMC said staff were beginning to...
Apr 3, 2024
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Apologies - I really had it in my head they showed LNL as 20A but searching around I can’t find proof :(. (I can’t find anything...
Apr 1, 2024