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Agreed. While memory is a commodity, everything TSMC produces for its customers is a differentiated (non commodity) product and almost none of it is second sourced or could economically be. I guess that's obvious, but it never really struck me before that this is a sort of fundamental...
Is that actually an option ? Do the economises of scale still work for that ?
Does Intel have the internal demand to cover the development and basline fab costs of the newest processes ? Their one reliable business line - x86 - is a relatively mature market and a decreasingly important one in...
I like your way of looking at this and think that definitely applies to a foundry business (and likely even more so to EDA tools).
But surely the chip (device) business too ?
When you consider some of the products Intel's been selling these surely have a large services and support element. I...
The one thing that Pat definitely screwed up recently was the financial forecasting. Repeated huge misses vs forecasts without any warning. May not have been Pat's fault directly, but he let it happen. Hard to see how Zinsner wasn't equally responsible here though.
Maybe it's all about...
That's the impression I'd always had. But not from the two recent pieces about Pat, which veer towards being strongly pro-Pat, not anti-today's Intel and only anti the Intel board (which seems fair comment to me).
There's some quite interesting commentary over on SemiAccurate which is rather sympathetic to Pat Gelsinger (I can't get all the detail - not a subscriber). I'm not sure if Charlie is universally admired here, but I found his take on this interesting and possibly more insightful than most of the...
All true. And I expect there will be useful progress in these areas. A lot depends on the availability and motivation of engineers and companies to do this sort of work and whether they get sufficient economic reward from doing so. Remember that the auto business today is based on a one-off sale...
You are assuming that there is a unified board view. Who knows ? The only thing we can say is that they were sufficiently unified to demand that Pat left. Spotting that you're heading the wrong way (or alternatively was it losing their bottle with IDM 2.0 ?) is no guarantee that they know and...
You prompted me to go back and re-read this thread right from the start and apply the low pass filter.
There are two contributions from March 2015 (over 9 years ago) that really foresaw the critical (in my view) issue when no one else (I include myself here) seemed to. Both @astilo and...
At this point, it's hard to believe anyone actually knows.
Pat at least had a consistent strategy (even if some of us weren't totally convinced by it).
Has having co-CEOs ever worked ?
Doubtless a lot more to come out. But starting to feel like the headless chickens of the Intel board have...
Companies come and go and ultimately have a lifecycle just as their products do. People doubtless wrote much the same about Fairchild 20 years ago. But that's been gone for some time and the industry continues onwards and upwards. However much the sentimentalists and historians amongst us (me...
Hasn't Intel got real problems to solve rather than faffing around selling a minority stake in Altera ?
Either they want Altera inside or they don't. Unless they don't actually know ...
As it stands, they'll try to sell off a minority stake to PE. And then IPO it later. The only winners will...
I understood that Intel's and layoff handling was quite good and the severance terms were actually pretty generous and likely well above the average for US companies (and certainly nothing like some of the awful stuff I've heard about IBM). Happy to be corrected if I'm wrong there. But that...
I read that as identifying two main factors why the doctors didn't benefit from using the AI chatbot: 1) lack of technical competence in using it (no great surprise) and 2) reluctance to accept results from AI which challenged their existing beliefs. Our old friend cognitive dissonance at work...
A painful read. Fails to put this all in the context of other server IC technologies (nVidia, ARM, etc). At least a couple of dubious assumptions about unit pricing and server shipments staying constant.
Can't help feeling that Claus Aasholm could have done this with one diagram and far more...
This is interesting data (at least for some of us who've never paid much attention to this area). Seems that Applied Materials is actually significantly larger than ASML by revenues, though certainly far smaller by media coverage. And Tokyo Electron is comparable to ASML on revenues. Why isn't...
Really ?
Here's the full quote:
“Since Taiwan has related regulations to protect its own technologies, TSMC cannot produce 2-nanometer chips overseas currently,” Kuo said at a meeting of the legislature’s Economics Committee in Taipei.
The key word is surely currently.
I read this as saying...
I'd be interested to know if the actual (i.e. operating) profit is positive at gross margins of 14 to 20%. For context, TSMC gross marging appears to be around 53% (which we can expect to be significantly higher) and Global Foundries around 25%.
Slightly off the main topic ... Energy prices aren't substantially higher in Europe or the US due to lack of subsidies or who owns the power generation and distribution. The main factor is regulatory costs, cross-subsidies for other power sources and a crazy pricing regime in many European...
