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Love the enthusiasm on 14A. If LBT is as savvy and pragmatic a businessman this forum would led me to believe, that’s big that here’s...
Jan 13, 2026
Intel CEO Lip-Bu Tan is welcoming 2026 with a great product lineup and a bright future for Intel Foundry. Listen to what he’s most...
Jan 13, 2026
M
My take from `close to the coal face` is, there is still not a lot of practical results from the big 3 CAD companies` ai powered...
Jan 13, 2026
About d@mn time we heard announcements like this, is my first thought. It is a super smart pivot by Jensen, and serves to remind...
Jan 13, 2026
M
About d@mn time we heard announcements like this, is my first thought. It is a super smart pivot by Jensen, and serves to remind...
Jan 13, 2026
S
their process is pretty expensive as well they need to redo some part of their process to make it cost optimized right now Intel 7...
Jan 13, 2026
S
Not true. Foundry PDKs can be made. TSMC wafers are never cheaper to the customer. TSMC gets a premium for their wafers as they should...
Jan 13, 2026
Not true. Foundry PDKs can be made. TSMC wafers are never cheaper to the customer. TSMC gets a premium for their wafers as they should...
Jan 13, 2026
S
Intel is in the process lead today with 18A in HVM and 14A fast following. Unfortunately, for the foundry business it is not all about...
Jan 13, 2026
S
On this Intel 7 is using custom Intel Tools and is expensive so i don't see any reason to market it for foundry and TSMC N7/N6 is...
Jan 13, 2026
Intel is in the process lead today with 18A in HVM and 14A fast following. Unfortunately, for the foundry business it is not all about...
Jan 13, 2026
Yes, everyone has optimized their 14nm process to 12nm which is why I said "Intel 7, 3, and 18A fabs". The tape-out would come from the...
Jan 13, 2026
P
I worked for Solido for 10 years, up to the acquisition by Siemens. Most of the original Solido people are still there including the...
Jan 13, 2026
Y
No matter who leads Intel, Bob Swan, Pat Gelsinger, or Li-Bu Tan, they all face the same fundamental challenge: under the IDM business...
Jan 13, 2026
B
I certainly am not going to argue with numbers.
However, when Intel was in the process lead, few questioned them being an IDM.
Jan 13, 2026
Love the enthusiasm on 14A. If LBT is as savvy and pragmatic a businessman this forum would led me to believe, that’s big that here’s...
Daniel Nenni reacted to Markwrob's post in the thread Nvidia, Eli Lilly announce $1 billion investment in AI drug discovery lab with
Like.
About d@mn time we heard announcements like this, is my first thought. It is a super smart pivot by Jensen, and serves to remind...