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This is really awesome information!
What’s the Y axis for the Foundry Inventory chart? % of sales or something?
Apr 16, 2024
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As it widens its foundry aspirations, Intel’s projects help advance semiconductor manufacturing and technology leadership and build a...
Apr 15, 2024
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It's a very sad situation. I'm wondering if major tech firms such as Intel, AMD, Nvidia, Google, Microsoft, IBM, and Facebook will...
Apr 14, 2024
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Getting semiconductor technology and market advice from a financial journalist with no technical background is never a good idea. An...
Apr 11, 2024
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I think I saw in one of her videos she was hoping to interview that founder of SemiWiki....
Apr 11, 2024
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Intel, and a lot of big companies, do periodic thinning of the teams to trim the lower performers to make budget space for new hires. I...
Apr 10, 2024
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Tell me a little more if you don't mind.
I thought they had some layoffs in engineering a year or two ago. Also some pay reductions...
Apr 10, 2024
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Intel has a lot of problems, but a limited engineering pool is not one of them. If anything, their engineering teams are too big.
Apr 10, 2024
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Power is just really another “knob”; they may have decided that they needed the throughput more and were OK with the power budget this...
Apr 10, 2024
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We were briefed on it. Pat went off script a bit:
https://semiwiki.com/events/343705-intel-is-bringing-ai-everywhere/
Apr 10, 2024
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My take on this is they probably looked at their limited engineering pool and decided to use it for getting the next gen product after...
Apr 10, 2024
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Alphabet is using TSMC N5 as well. Alphabet, Meta, and Amazon are working on TSMC N3 now. I just don't see how Groq and the others are...
Apr 10, 2024
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That really should be "person" Arthur - you're momentarily forgotten the Intel diversity stuff !
Two immediate thoughts:
1) Can anyone...
Apr 10, 2024
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An interesting thing about the Intel Gaudi 3 is that it is manufactured by TSMC using N5 process.
Without considering other factors, it...
Apr 9, 2024
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Nvidia is a mutli fab sourcing company, they have been for a while. Samsung was not able to deliver enough good die at 5/4nm so Nvidia...
Apr 9, 2024