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M
Ha!
"from potato chips to microchips“
Nov 23, 2025
S
Intel needs not to cancel stuff to be able to do something cancelling is not the answer jmo.
Nov 23, 2025
According to a friend at Huawei they have an SMIC based 5nm processor in production. It is a Kirin X90? They also have a 5nm SoC in...
Nov 23, 2025
A
I'm honestly curious. What do you think Intel needs that they don't have?
Nov 23, 2025
E
SMIC’s “7nm” output is extremely small
It barely covers the needs of Huawei’s Mate-series SoCs (Kirin 9000S/9010/9020) and Ascend GPU...
Nov 23, 2025
B
Am waiting for the Expert inputs on SMIC
Nov 23, 2025
ahh ok - I misread Pat's comment. Got it now. I read the opposite.
Nov 23, 2025
With BK Swan and ofc pat spending spree should have controlled it . The chief of the board is still there (Frank yearly) mostly have...
Nov 23, 2025
Well, that's certainly true, but Japan still has some hidden assets and water resources to spare.
Nov 23, 2025
Which means they're also not as "safe" during energy cost / availability / energy trade fluctuations as say countries like Canada or Norway.
Nov 23, 2025
The problem is the Intel Board of Directors
Nov 23, 2025
I'm not following you on this point. The quote from Pat was:
If anything, Pat seemed to be exaggerating Taiwan's capabilities to make...
Nov 23, 2025
I'll take the flames I guess - Taiwan *is* extremely dependant upon others for energy:
According to EIA.GOV -- Total energy import...
Nov 23, 2025
P
https://www.trendforce.com/news/2025/11/21/news-intel-ceo-lip-bu-tan-denies-allegations-that-former-tsmc-exec-brought-trade-secrets-in/...
Nov 23, 2025
I did benchmarks for a three letter computer company as an intern back in the day. They were highly manipulated so I have never trusted...
Nov 23, 2025
Daniel Nenni replied to the thread Xiangdi 5nm GPU completes tape-out verification.According to a friend at Huawei they have an SMIC based 5nm processor in production. It is a Kirin X90? They also have a 5nm SoC in...
Like.
SMIC’s “7nm” output is extremely small It barely covers the needs of Huawei’s Mate-series SoCs (Kirin 9000S/9010/9020) and Ascend GPU...
tomatoma reacted to Xebec's post in the thread Ex-Intel CEO says Taiwan energy concerns warrant U.S. pivot with