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K
Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027
There have long been market rumors that Intel could...
Nov 28, 2025
L
INTC is almost 9% higher today. WJL news being the only somewhat significant Intel related news over Thanksgiving, one has to wonder if...
Nov 28, 2025
Yep, as opposed to the criminally bad coverage on The Motley Fool (via Yahoo). In it, they claim (exact quote): "TSMC is suing Intel for...
Nov 28, 2025
I think everything related to leading edge manufacturing
I doubt DoD will fully rely on TSMC
Nov 28, 2025
Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027
There have long been market rumors that Intel could...
Nov 28, 2025
Good rumor though. These are not R&D jobs so hopefully there is not an IP problem. Even so, you always want to be careful when hiring...
Nov 28, 2025
There is a different work culture between TSMC/Intel kind of expected.
Nov 28, 2025
"Compared with TSMC, Intel is reportedly offering salaries that are 20–30% higher while providing a workload that is roughly half as...
Nov 28, 2025
B
Napkin math:
Given M4’s ~160mm2 size and just defaults for yield on semi analysis’s tool we get 318 good dies per wafer.
If Intel were...
Nov 28, 2025
L
Yep, as opposed to the criminally bad coverage on The Motley Fool (via Yahoo). In it, they claim (exact quote): "TSMC is suing Intel for...
Nov 28, 2025
S
I think everything related to leading edge manufacturing
I doubt DoD will fully rely on TSMC
Nov 28, 2025
This is good insight;
I'm kind of curious what TSMC IP is considered "national secrets" by Taiwan. Is it ANY TSMC IP? does it have...
Nov 28, 2025
Nice and clear summary here!
Nov 28, 2025
https://semiwiki.com/semiconductor-manufacturers/tsmc/364056-tsmc-formally-sues-ex-svp-over-alleged-transfer-of-trade-secrets-to-intel/
Nov 28, 2025
5kW per chip. Immersive cooling required (per the article) but the cooling system details still TBD. 2x higher than Nvidia Rubin plans...
Nov 28, 2025