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He never actually argued for being the No. 1 foundry. He only said they'd lead in PPA, which is their metric for technology leadership - and said they would lead there in 2025. He never argued for revenue leadership - Intel's goal for being the No. 2 foundry by 2030 remains unchanged. Ian's...
Going off of this article: https://chipsandcheese.com/2024/01/11/previewing-meteor-lake-at-ces/
I'd say Meteor Lake is much more of a die shrink of raptor lake and a move towards a disaggregated architecture. One thing to remember is that Intel has been running 10nm for arguably 4/5 generations...
I'm curious: Can't Qualcomm just use old IP to make an X86-64 CPU because X86-64 came out over 20 years ago? I understand that there are newer X86 instructions like AVX512 that would not be able to be used, but could they theoretically make a CPU based on X86 and have it competitive in today's...
Absolutely - we will see how fast the follow on is for Intel 3 releases after Meteor Lake - seeing this jump from Intel 4 to 3 would arguably tell us about how long it would take Intel to jump from Intel 20A to 18A.
I do think that the tiles method allows for potentially faster launches, but it...
shouldn't they just get mad at the automotive industry for being so short-sighted and cancelling their orders for, say, 25 wafers? The whole way that the just-in-time manufacturing supply chain works means it is vulnerable to shortages and if key components are delayed the whole thing won't...
As you mentioned, @ta152h you have positions in Intel. I'd recommend taking a step back and just analyzing why your view may be overly optimistic and what you could have gotten wrong. The fact is that people tend to justify and defend their past decisions more than they objectively evaluate...
https://www.reuters.com/markets/deals/china-slows-reviews-mergers-involving-us-companies-wsj-2023-04-04/
What deal/pound of flesh do you think that Chinese regulators would extract out of companies like Intel to approve their mergers?
Do you think these companies would be able/willing to offer...
I talked to a friend who lives in Hanoi recently. He got dragged along to live there by his family.
He told me that he (to put it nicely) does not like living there because Vietnam (even in Hanoi) is still very much a developing country. Although he notes Ho Chi Minh city is better in general...
I'm getting very confused as to what he's trying to claim except that he thinks MTL will be delayed (as Intel almost always does). Although everyone has good reason to doubt that Intel can actually deliver on time, I haven't seen many murmurs of MTL basically being almost delayed to Q1 2024...
Its more like Intel 4 and 20A are the half nodes, as they are chiplet nodes without the full node PDKs. Intel 3 and 18A involve minor changes that offer some increase in performance but have the full PDK. Intel 4 and 20A introduce the new technology, but on a smaller scale. To me it seems like a...
NK is just making threats again and the US is kinda sick of it. That's my interpretation. The only reason why the US isn't saying much more is because they're dealing with Ukraine and Russia. Much bigger problems for the US, and they can just let Japan and SK hold military drills in response. To...
QCOM has taped out 18A iirc at Intel, thats the potential customer they are talking about.
IFS also has landed AWS and Mediatek, but those are gonna take a bit longer.
No information is public about who is purchasing i3 at intel yet as far as I know.
Yes, its a "potential" customer for 18a but...
