Semiwiki on LinkedIn Semiwiki on Facebook Semiwiki on Twitter Register / Log in 
Array
(
    [content] => 
    [params] => Array
        (
            [0] => /forum/threads/tesla-earnings-call-intel-14a-research-tera-fab-details-supplier-leverage.24982/page-2
        )

    [addOns] => Array
        (
            [DL6/MLTP] => 13
            [Hampel/TimeZoneDebug] => 1000070
            [SV/ChangePostDate] => 2010200
            [SemiWiki/Newsletter] => 1000010
            [SemiWiki/WPMenu] => 1000010
            [SemiWiki/XPressExtend] => 1000010
            [ThemeHouse/XLink] => 1000970
            [ThemeHouse/XPress] => 1010570
            [XF] => 2031070
            [XFI] => 1060170
        )

    [wordpress] => /var/www/html
)

Tesla Earnings Call - Intel 14A, Research (Tera)Fab details, Supplier Leverage?

siliconbruh999 said:
It's possible he said about landing not returning back so he just have to land the spacecraft even If it turns to ashes.
Click to expand...

I sincerely looked for loopholes for "landing" spacecraft on the surface of the sun to mess with @MKWVentures, but this stopped me every time:

"No, there is no material on Earth—natural or synthetic—that would survive on the surface of the Sun. "

(I even looked at molecule density, known or near shielding techniques, etc.). No such joy..
 
siliconbruh999 said:
Clearwater Forest has just disappeared tbh it's become a niche product.
Click to expand...
yes. historically, when Intel does not mention a product at earnings, it is not good. I have never seen a more complex product build from Intel than what they are trying to do with CWF. I guess Diamand rapids is similar but at least it go mentioned.
 
MKWVentures said:
yes. historically, when Intel does not mention a product at earnings, it is not good. I have never seen a more complex product build from Intel than what they are trying to do with CWF. I guess Diamand rapids is similar but at least it go mentioned.
Click to expand...
Ponte Vecchio called and wants its 47 tiles crown back
 
MKWVentures said:
yes. historically, when Intel does not mention a product at earnings, it is not good. I have never seen a more complex product build from Intel than what they are trying to do with CWF. I guess Diamand rapids is similar but at least it go mentioned.
Click to expand...

I agree this doesn't bode well, but LBT seems a lot 'quieter' on future products and customers/partnerships than previous Intel CEOs were.

Maybe we'll hear more at Computex in early June when LBT has a keynote.

EDIT: A rumor article appeared in my feed indicating Diamond Rapids is now a 2027 product:

Clearwater Forest: 1H 2026, Xeon 6+ platform, up to 288 E-cores, Intel 18A, Darkmont E-cores, 12-channel DDR5-8000
Diamond Rapids: Mid-2027, Xeon 16-channel platform, up to 256 cores at launch, Panther Cove-X P-cores, non-SMT, LGA9324 platform
Diamond Rapids 512C: Late 2027 / early 2028, same...

Source: VideoCardz.com
 
Xebec said:
I agree this doesn't bode well, but LBT seems a lot 'quieter' on future products and customers/partnerships than previous Intel CEOs were.

Maybe we'll hear more at Computex in early June when LBT has a keynote.

EDIT: A rumor article appeared in my feed indicating Diamond Rapids is now a 2027 product:

Clearwater Forest: 1H 2026, Xeon 6+ platform, up to 288 E-cores, Intel 18A, Darkmont E-cores, 12-channel DDR5-8000
Diamond Rapids: Mid-2027, Xeon 16-channel platform, up to 256 cores at launch, Panther Cove-X P-cores, non-SMT, LGA9324 platform
Diamond Rapids 512C: Late 2027 / early 2028, same...

Source: VideoCardz.com
Click to expand...
This is based on this twitter account he has been correct on lots of info
https://twitter.com/x/status/2047767543247450622
 
You must log in or register to reply here.
Back
Top