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I am confused that I hear reports of AI being so accurate and powerful. In the past month AI has told me.
1) Mallory Swanson (soccer player) has a child already (reference them announcing a dog a few years ago as "their baby" on social media, with a picture of a dog). She is expecting her first...
So is there an effort by someone to limit US AI shipments to ALL countries?
Sorry, AI is not one of the top 10 scariest technologies to me. I see the results AI gives me and I am not scared of its power LOL
So the question is: what is the competitive advantage Qualcomm has that makes people not want to use their own chip? Especially when politics is making people not sell or buy from China companies?
Does Xiaomi do all the IP or are they using off the shelf IP..... Who provides that? @Paul2...
I recommend reviewing the Intel website presentations from 2021 and 2022 to know what was promised and how we got here. I also published blogs at the time on what would actually happen to Intel vs what was promised.
I said last week that HighNA will not win the foundry war. Still true
Now i would say implementation too early could be a friendly fire casualty to the foundry that tries it.
Remember when people said Intel was so smart to order HighNA tools before TSMC? Perhaps we should wait and see how the...
Intel has the moat in CPUs. If Nvidia, broadcom, qualcomm came up with a Notebook CPU at half the cost? what would happen? Intel needs to focus on moat product line AND new lines. Clayton Christensen would talk about how hard this is do do for the legacy company. Do companies trust Intel more or...
Everyone wanted to check out Intel, there was lots of hype, It gives them a backup plan and leverage for TSMC and Samsung. Once you get the results back you ask, "what is the compelling reason to move to Intel?" Then you decide whether to continue. I think Samsung customers moving to Intel...
way way wrong. I had discussions with TSMC and their customers in December and I can assure you HVM is coming sooner than I originally thought.
When you see the revenue wafer starts on Intel 18A, both internal and external, you will definitely be asking whether this is really HVM in 2026... it...
Pat "most likely" was given facts and chose to spin those in a positive and unrealistic way. listen to his presentations. At some point I am sure the phrase "He doesnt want to hear anything but positive info" crept into discussions.... again pretty much opposite of Andy Grove.
Andy Liked...
@Daniel Nenni
I had heard it as 30% of the wafer area? Since there is no chip... only chiplets going forward that is misleading as well. and then there is the inactive base tile. (someone tried to claim the base tile was internal area).
I would recommend as area of chiplets total .... no...
Currently, China is the only place capable of building that many Iphones. It would take 5+ years to get that capability in the US. THEN we can talk about cost. If the cost was the exact same, you could not manufacture All the Iphones in the US today. How that is solved will be interesting...
Intel lost after 14nm and Samsung lost Apple due to failure. So if TSMC fails, then Intel will be able to jump in. That and price leverage is why almost all companies are "looking" at Intel. Intel will have technologies.... we will see who buys it. At this point it looks like we will not see...
@Daniel Nenni
"David also mentioned a push for more Intel content in future chips meaning less TSMC."
He also clearly said intel will outsource 20-30% going forward.
I can assure you that Intel products group likes working with TSMC. It is likely that Intel will outsource more to...
This has already been determined (as of now).
1) DZ just said today that at break even point in 2027, Intel external business will be low to mid single digits (1-5B). Total foundry business is about 20B so DZ says 10%
2) Intel Product group purchases wafers at market price, not cost. that was...
David also mentioned that part of Intels problem was that the previous CEO was getting filtered information from managers and Engineers and that it was too optimistic (ie not CEOs fault).
That literally made me look up the definition of "gaslighting". yup.... thats the word I was looking for.
