What’s in a nanometer? Intel may renumber its chips - mike rogoway

[Portland]

-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 gets paid for this so good for him.

 

[Daniel Nenni]

Scott Jones already wrote this up:

Intel Node Names - Semiwiki

There is a lot of interest right now in how Intel compares to the leading foundries and what the future may hold. Several years ago, I published several extremely popular articles converting processes from various companies to “Equivalent Nodes” (EN). Nodes were at one time based on actual...

semiwiki.com

Intel should lead rather than follow!

 

[Portland]

Scott Jones already wrote this up:

Intel Node Names - Semiwiki

There is a lot of interest right now in how Intel compares to the leading foundries and what the future may hold. Several years ago, I published several extremely popular articles converting processes from various companies to “Equivalent Nodes” (EN). Nodes were at one time based on actual...

semiwiki.com

Intel should lead rather than follow!

The Intel leading ship has sailed. You said it capex funded by apple which is bigger than Intel and help from nvidia, amd, and mediatek as well as questionable future with x86 architecture. It's not looking good.