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A
In the near future we will have autonomous AI that will operate on its own handling many tasks in the background without us even knowing...
Dec 24, 2025
B
Meanwhile AI GPU is missing is Jaguar Shores gonna launch?
Dec 24, 2025
B
I like the 14A confidence.
Dec 24, 2025
B
16. December 2025 06:06 Samir Bashir
Intel took the stage at the Barclays Global Technology Conference 2025 to dive deep into the...
Dec 24, 2025
S
I do as well. I am unsure about it having HNA-EUV but they can do a layer or two and still claim first to HNA-EUV. 18A was certainly a...
Dec 23, 2025
J
Complete nonsense. I was wondering where this came from but I now see it was from Trendfarce.
It is not clear to me that fabless...
Dec 23, 2025
M
Complete nonsense. I was wondering where this came from but I now see it was from Trendfarce.
It is not clear to me that fabless...
Dec 23, 2025
T
TSMC is not the only company that can provide advanced packaging. Intel is not the only company with EMIB like process.
But the GPU is...
Dec 23, 2025
T
The internal volume still counts for something. Not external revenues, obviously, but it might be indicative of the capacity...
Dec 23, 2025
T
Intel needs more wafer starts plain and simple, either external customers or internal pulling more wafer starts back from the other...
Dec 23, 2025
T
Foundry is external business. Intel External wafer foundry is not top 15 today. Intel external packaging is not top 10 today. The data...
Dec 23, 2025
T
The Intel AZ site, fully equipped is certainly capable of 10k per week. Fab52 alone? Not remotely possible.
Dec 23, 2025
T
Demand i guess or Customer want a second alternative
Dec 23, 2025
T
If I understand EMIB sufficiently, it’s a solution that’s fairly “simple” compared to say Foveros and its variants. It’s also highly...
Dec 23, 2025
T
The fact that it takes time to build infrastructure is a common problem not only in the United States but in every country.
Even China...
Dec 23, 2025