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E
"The node adds 8–10% performance and drops power 15–20% vs N2P"
That should be or... ;-)
Nov 1, 2025
E
There is no reason for them to do it. Zero. TSMC can build packaging facilities in concert with fabs so this should not be a choke...
Nov 1, 2025
S
I think Panther Lake not launching this year with limited notebooks on self in Q4 with EEP is likely the result of headcount reductions...
Nov 1, 2025
S
Disagree. The fab construction binge had its roots in a hyper-optimistic misunderstanding of how much and how fast foundry business...
Nov 1, 2025
S
More likely the result of technology maturity not headcount reductions. If everything were ready to go and the product is as good as...
Nov 1, 2025
S
Disagree. The fab construction binge had its roots in a hyper-optimistic misunderstanding of how much and how fast foundry business...
Nov 1, 2025
I think Panther Lake not launching this year with limited notebooks on self in Q4 with EEP is likely the result of headcount reductions...
Nov 1, 2025
D
I think Panther Lake not launching this year with limited notebooks on self in Q4 with EEP is likely the result of headcount reductions...
Nov 1, 2025
D
If Pat had made such deep cuts product development would have been delayed so Intel would be even less competitive than they are.
I...
Nov 1, 2025
D
I'm not sure what to think about their technology, because there's so little technical detail available. Reconfigurable dataflow...
Nov 1, 2025
C
I noticed his setup lacked any radiation hazard signs, which should be required for X-ray accelerators.
The single-layer prints aren't...
Nov 1, 2025
Nvidia has unveiled NVQLink, a groundbreaking architecture that merges AI supercomputing with quantum computing, marking a major step...
Nov 1, 2025
Thanks, that's very interesting data. Looking at TSMC in isolation, it seems to have quite stable net profit margins over the past 20...
Nov 1, 2025
I agree that was probably the most significant problem for Apple. But most of what I heard about was money and risk. I wish Intel took...
Nov 1, 2025
It's true that a semiconductor manufacturing plant cannot be built in just one or two years...
The story surrounding Intel and the...
Nov 1, 2025
Like.
"The node adds 8–10% performance and drops power 15–20% vs N2P" That should be or... ;-)
Daniel Nenni reacted to dkr1986's post in the thread THE SEMICONDUCTOR SURVIVAL BATTLE Part 1 of 5 Lip-Bu Tan (Intel) vs. C.C. Wei (TSMC) with
