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M
I highlighted some key points from the talk (like Perplexity partnership etc):
Jan 6, 2026
D
we have the chip size for over a year
Die 4 is 18A Compute
Die 1 is N6 PCH/IO
Die 5 is N3E GPU
rest is filler die
Jan 6, 2026
M
We have a model with scenarios for the cost of Panther Lake ... and depending on yield scenario, 18A is dominant in the cost (reminder...
Jan 6, 2026
This is true - early Atom chips deserve a place on the list of worst CPUs. Intel actually sold them at a loss for years (a decade?)...
Jan 6, 2026
I would say worst were Intel Atom processors. Bay trail, Cherry trail, Braswels... They failed in mobile market and Intel decided to...
Jan 6, 2026
we have the chip size for over a year
Die 4 is 18A Compute
Die 1 is N6 PCH/IO
Die 5 is N3E GPU
rest is filler die
Jan 6, 2026
Get the chip size.
Then we can get the basic idea of 18A process cost with it's gross margain report.
Jan 6, 2026
A
Any thoughts on how fast AI/ML and advanced robotics will replace human workers appreciated. I just recently interfaced with an AI for...
Jan 6, 2026
B
According to an announcement on Lego.com, Lego designed its own ASIC chips for the Lego Smart Bricks, but it did not name the foundry...
Jan 6, 2026
I
A proper example of the oft-overused term "thinking outside the box" -- and, it seems, starting from what makes kids want to play with...
Jan 6, 2026
According to an announcement on Lego.com, Lego designed its own ASIC chips for the Lego Smart Bricks, but it did not name the foundry...
Jan 6, 2026
https://www.findarticles.com/lego-smart-brick-lights-like-a-tie-fighter-whooshes-like-a-saber/
Lego’s first-ever CES appearance brought...
Jan 6, 2026
J
I would say worst were Intel Atom processors. Bay trail, Cherry trail, Braswels... They failed in mobile market and Intel decided to...
Jan 6, 2026
X
Also Wildcat Lake
Jan 6, 2026
X
agreed RAMP is going to be costlier initially but Intel will spread it over multiple products on 18A over a longer period of time
Jan 6, 2026