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  1. P

    Gelsinger 5 Nodes in 4 years; Success or Failure?

    The open question is what does it really mean? Does it mean the manufacturing high volume or is it just that the development of the node is complete? The startet the 5 node in 4 year with already producing the Intel 10 or (Intel 7) node. As of now only Intel 4 is in production with launch of...
  2. P

    Intel CEO Pat Gelsinger says his company's most advanced chip design 18A will move into the test production phase by the first quarter of 2024.

    The next 2 year are make or Break for Pat. Knowing how pats speaks a have a really Bad feeling. Basically 2 and half years in the only node that is aviable is Intel 7 which is Intel 10nm. And That was in Production before pat came in…thats the currently Status…
  3. P

    TSMC Q3 2023 Results are Good!

    It is a earning call, so they speak about "finished goods, tile" there is only the packaging left. This will not take one year. You will see the after the 12. december paper launch and at CES how many MTL notebacks are for sale...
  4. P

    TSMC Q3 2023 Results are Good!

    It is meteor lake. It will launch on December 12 on paper with absolutly no Volume. Real Volume is end of q1 or beginning of q2.
  5. P

    TSMC Q3 2023 Results are Good!

    It seems Intel webt a little over the line with all their claims that TSMC making this Kind of statements… Dr. C. C. Wei Having said that, our internal assessment shows our N3P, now I repeat again, N3P technology, demonstrated comparable PPA to 18A, my competitors' technology, but with an...
  6. P

    Intel says new 'Sierra Forest' chip to more than double power efficiency

    All do it, but its misleading. Of course P and E-Cores have different V/frq curves, that to point in the first place. Sierra Forest is not general purpose, its cloud native workloads. Lets see if they are on the same level of performance. If they can get 20% IPCs on the E-Cores and have...
  7. P

    Intel Reports Q2 2023 Financial Results with Strong Guidance!

    Both beat market expectation. They talk about market share gains but the data indicates otherwise. Don't get me wrong i cheer for AMD and Intel, but the next year for Intel a make or break year. Talk is cheap, look back to 10nm;) GPU? Head of devision left, basically all dGPU programm...
  8. P

    Intel Reports Q2 2023 Financial Results with Strong Guidance!

    Also to add if a foundry costumer is putting eggs in Intels prozess, how can intel ensure that their own products not cannibalize the costumers products if capacity limited? That is big red flag
  9. P

    Intel Reports Q2 2023 Financial Results with Strong Guidance!

    So does Intel and the rest of the market. In general Intel and AMD having the same market issues, but personally intel has a lot more do to then AMD. Products: - DC currently is not competitiv against AMD or ARM - GPU devision is a mess - client, competitive against AMD and favour of a lot of...
  10. P

    Intel Cuts Dividend by 66%

    2) Which graphics card competitivness you mean?
  11. P

    Intel earnings announcement - gloomy 2023

    Honestly i find it unlikely that any Customer had a tape out on a PDK that is only aviable since a few month and is still in Alpha Stage? Someone have more info?
  12. P

    Intel earnings announcement - gloomy 2023

    The who it like to know? There is at least i found none, source that someone taped anything at 18A or 20A or 3NM at Intel? The only thing that was kindy official is "potential" costumer? But potential?, of course everybudy asking in checking.
  13. P

    Intel 14th Gen Meteor Lake Rumored To Drop TSMC 3nm Node For tGPU, Might Be Used in 15th Gen Arrow Lake CPUs

    Battlemage is N5
  14. P

    Intel 14th Gen Meteor Lake Rumored To Drop TSMC 3nm Node For tGPU, Might Be Used in 15th Gen Arrow Lake CPUs

    https://videocardz.com/newz/intel-reveals-meteor-lake-p-6p8e-cpu-diagram-for-2023-laptops At HotChips34 Intel took the opportunity to explain some details on the next-gen CPU packaging technology, as well as to debunk some rumors. Contrary to the report from TrendForce, Intel is not planning...
  15. P

    Intel 14th Gen Meteor Lake Rumored To Drop TSMC 3nm Node For tGPU, Might Be Used in 15th Gen Arrow Lake CPUs

    iPhone 14(N4) September 22 iPhone 15 (N3) September 23
  16. P

    Intel 14th Gen Meteor Lake Rumored To Drop TSMC 3nm Node For tGPU, Might Be Used in 15th Gen Arrow Lake CPUs

    Of course not ;) But strange that also Ian Cutress (Anandtech) said at Twitter under the story that he knew since 6 month that IGPU is made on N5. Arrow-Lake is Intel N3 product but not metor-lake. Daniel, the problem with N3 and Meteor-Lake for me was always timing. Make no sense that Intel...
  17. P

    Intel 14th Gen Meteor Lake Rumored To Drop TSMC 3nm Node For tGPU, Might Be Used in 15th Gen Arrow Lake CPUs

    https://www.semiaccurate.com/2022/08/18/did-intel-delay-meteor-lake/ MTL GPU made on N5 and Not N3
  18. P

    What Are The Odds That Meteor Lake CPU Tile Will Be Fabricated By TSMC?

    https://www.semiaccurate.com/2022/08/18/did-intel-delay-meteor-lake/ This explains everything related to MTL and TSMC… Meteors Lake GPU is made in TSMC N5 and not N3… So the TSMC Capax News was bullshit
  19. P

    What Are The Odds That Meteor Lake CPU Tile Will Be Fabricated By TSMC?

    Honestly the odds that the CPU Tile is fabricated by TSMC is almost 0. 1. Intel would on more then one occation lied to investers 2. This would indicate additional volume that was not planned 3. The time from tape-out to production for intel is more then 12 month Whats likely happend is the...
  20. P

    Intel CEO visiting Taiwan in August to discuss 3nm orders with TSMC

    https://www.digitimes.com.tw/tech/dt/n/shwnws.asp?CnlID=1&cat=40&id=0000639341_SJC4UPCJ3O79TW2L64YMK&wpidx=3 Translated by RetiredEngineer @ https://twitter.com/chiakokhua Main story: 1. Internally, Intel has initiated "emergency correction" of it's "platform blueprint’ and "own process...
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