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S
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
Intel spent more than any company.... regardless of profit.
the issue historically is that Intel is slow to deliver, and has a high R&D...
Jan 13, 2026
M
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
Intel spent more than any company.... regardless of profit.
the issue historically is that Intel is slow to deliver, and has a high R&D...
Jan 13, 2026
S
lets be real. if Intel's GPU/AI chip is in demand like Nvidia. Intel will totally go all in on it like Nvidia but Intel's offering for...
Jan 13, 2026
E
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
I combined the analysis for current year net profit over previous year R&D spending into one table and also added AMD data.
From 2014...
Jan 13, 2026
A
Both Synopsys and Cadence are making AI pitch, but monetizing from those features/capabilities will need innovative business model...
Jan 13, 2026
A
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
Intel doesn't compete on mature node they compete on leading edge the only mature node they have are Intel 16nm and UMC 12.
I still...
Jan 13, 2026
M
This is the fundamental problem. Times change. people need to adapt. Intel did not (well they did in 2020 but Pat reversed the...
Jan 13, 2026
Many people, including bloggers here on SemiWiki and myself, have criticized Intel’s IDM business model for a long time.
Intel’s...
Jan 13, 2026
K
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
K
I keep reading about other companies using Google chips in their datacenters, but I continue to be a skeptic. It might be practical for...
Jan 13, 2026
Like.
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...
Intel spent more than any company.... regardless of profit. the issue historically is that Intel is slow to deliver, and has a high R&D...