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"We must build refinery capacity within our own country" !!! Keeps talking about "refining". Clearly knows something about fabs we don't.
This guy is an utterly vacuous waste of time. The interviewers are equally out of their depth.
Prompted by seeing a new article from Claus Aasholm at Semiconductor Business Intelligence (who deserves all the credit for this insight and has some of the best data graphics I've ever seen).
He rightly points out that even as we pass [probably] the period of maximum pessimism around Intel and...
My son's reported an update (below).
The original film (the half I got to see before the takedown) was very well-balanced reporting and resisted any temptation to over-simplify this complex story into good guys and bad guys.
Well, Bloomberg have decided to change all that and decisively claim...
There is no more reason that the disruption would come from an existing IDM than it would from a foundry. And every chance if might come from somewhere unexpected - even China.
Uneccessarily disrepectful to TSMC who clearly must be a little more than a mere "cookie cutter foundry" to have...
I'm not sure I understand this concern.
If Intel Products becomes uncompetitive (not something I'm well qualified to comment on), that will be because something new and more competitive has come along and supplanted it in the marketplace. And the customers would be benefting from the improved...
Alternatives ? Several of us have repeatedly suggested that IFS needs to be split from Intel products in order to produce a viable foundry company. In all the excitement of the ever increasing Intel newsflow we appear to have lost track of some basic business fundamentals. Why would a company -...
I suspect we ought to read that just as we would a Trump quote - seriously, but not literally as many often say.
I would be astonished if this is what LBT really believes.
Let's assume for a moment that he does. If a 10% government stake is good, why stop there ? Wouldn't 20% be even better ...
Usually an excellent and well-informed channel. But the host admits this is essentially an interesting brainstorming thought that came into his head rather than something he's really thought through.
He never really explains what's in this for nVidia - just why they should give up their IP and...
At one level this all makes sense. I've been saying for a long time that if the US is putting up serious investment in Intel, it ought to be able to see some potential return for that.
On the other hand, the sort of thinking that goes into announcements like these is beyond me !
"The...
I'm about half way through (my son's insisting we watch this).
It's very well done and really interesting. In fact, it's like investigative journalism used to be on TV and in newspapers 30+ years ago. You really get a sense of how complex this situation is and just how difficult it is to ban...
The other point to add to this is the effect of the huge ecosystem around TSMC reinforcing its established advantage. Any IP or EDA company has to make a decision which foundry to support first for any new technology node, major tool release or new IP. And that's always going to be TSMC while it...
I do not buy these counsels of despair.
If Intel design is as weak as people keep suggesting (their supposition, not mine), it won't survive regardless of who fabs the chips.
If LBT is as good as people keep suggesting (which I do go along with), he should be able to turn around any (or at...
"Soul of a New Machine" will always be a great book. Really captures the excitement of what a tech startup can be and what technical leadership should be like. It will never date. Thanks for reminding me - just bought a copy for my son who's just starting out in computer science. Of course, the...
Look forward to reading this.
I'd really like to understand the case why the US government should not get an equity stake in Intel in return for handing over several $10bns of cash. If it's an equity investment, any normal investor would expect that. If it's a loan, you'd expect interest...
It is almost as though they grew up and prospered with the belief that the world revolved around Intel/x86 and have been too slow to adapt to the realisation that it actually revolves around something else. Much as people who believed that the universe revolved around the earth in the Middle...
It was clearly far more than simply cost control.
Who now can seriously say that all the new planned fabs (Ohio, Magdeburg, ...) were actually needed ?
Who now can believe that Intel had remotely accurate sales and revenue forecasting to justify the scale of the planned investments ?
Those...
The Otellini quote is interesting and revealing. Even long after the event, he is either unable or unwilling to own up to a clear view of what happened and why (it was either A or B ...). And coupled with that, he doubles down on the view that history would have been significantly different had...
