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B
One minor addition - Intel did make another "serious" attempt to grow the iGPU into something more substantial in 2015 -- the...
Jan 14, 2026
K
I'm hoping that new megafabs will be mostly automated so the cost will not be huge but it will of course be more costly than Korea since...
Jan 14, 2026
S
I have heard the same no one knows exactly why it happened but i think we all know the guy that tried to cover it up and was successful...
Jan 14, 2026
K
This is the research paper referred to by the newatlas article:
https://dl.acm.org/doi/pdf/10.1145/3613424.3614285
I'll start with an...
Jan 14, 2026
V
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 14, 2026
V
Intel's current capital expenditure (CapEx) plan does not include investments in 14A capacity for third-party clients. Hence, even if...
Jan 14, 2026
B
This is the fundamental problem. Times change. people need to adapt. Intel did not (well they did in 2020 but Pat reversed the...
Jan 14, 2026
B
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 14, 2026
M
You are correct.
Some issues
1) at least as of 3 years ago, There were LTD process integration people at Intel who said the process was...
Jan 14, 2026
M
10nm failure was cobalt, that's why it was walked back in subsequent nodes.
Jan 14, 2026
C
From CNBC: (among other sources)
Broadcom said in a September call that it had signed a customer that had placed a $10 billion order...
Jan 14, 2026
D
From what we've seen the wafer cost increase with N2 is bigger than the die area saving compared to N3, so for the same function an N2...
Jan 14, 2026
S
The Neoverse cores are typically used in CPUs and ASICs where per core performance is not absolutely critical, and to minimize...
Jan 14, 2026
D
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 14, 2026
Like.
I'm hoping that new megafabs will be mostly automated so the cost will not be huge but it will of course be more costly than Korea since...