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-Claims Intel may use tsmc nomenclature.
-nvidia and amd are gaining market share.
-Pat Gelsinger plans to compete directly with tsmc.
-quotes Pat Gelsinger "We are out to be unquestioned leaders.”
Daniel Nenni already wrote this and even adds tsmc has a massive lead in capex. Mike rogoway...
It seems their ai processors are beating the competition. Companies like Samsung and Intel struggle to keep up with the architecture-specific service demands consumers want. The little guy isn't just winning once in a while they're eating the giants lunches.
Honda Affiliate Launches AI Consortium - Advanced Manufacturing
It's the "Smart" factories using ai story.
Stuff to note. AI will do quality control. Forklifts will be operated by ai. It's predicted to be a $4 billion industry. People are no longer needed is an assumption left to the reader...
It's a fabless company that makes processors specifically for ai. You never know in a sink or swim world of engineering but it could be something.
AI performance, not stories | Home | Habana Labs
Habana Labs was founded in 2016 to unlock the true potential of AI by providing an order of...
Intel preparing to spend billions on new Oregon factory
I can believe intel could renovate a fab but a new fab when finding the labor is so difficult in oregon is a little hard to believe. The $143,000 average wage seems a little high too me.
Alibaba is getting into the chipmaking business
I think this in an important trend that's changing the world and it's not just semiconductors it's robotics, cars, and everything. A lot of companies without a seo guy that understand Alibaba are failing.