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D
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 14, 2026
D
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
B
What would they fill all their FABS with , GF already have a low utilisation already do they not?
There would be a lot of mouths to...
Jan 14, 2026
GF is trying to work with TSMC? I don't understand. They are competitors.
Like the MIPS acquisition, building a big IP business...
Jan 14, 2026
I have to ask a dumb question: did Intel ever buy a company and actually turn it into a big success?
At best, Mobileye and Altera...
Jan 14, 2026
They do not but China could block it, much like the blocked Tower Semi acquisition. The difference here being that the US Government is...
Jan 14, 2026
B
Surely that's just trading one conflict of interest (Synopsys competing with other processor IP companies who are also its customers)...
Jan 14, 2026
C
I can think of two people....
But the bigger point is that Intel's corporate culture and structure allowed such a thing to happen...
Jan 14, 2026
Yeah, I read that semianalysis report (I'm on their distribution list), pretty much everything it said made no sense to me at all. It...
Jan 14, 2026
This kind of discussion about whether a software advancement is really significant is always fascinating because context matters so...
Jan 14, 2026
Funny, I've been asking around my "usual suspects" about the possibility of TPU system co-location. One sent me: :ROFLMAO: Another...
Jan 14, 2026
Are the businesses using it "for their own stuff", or is it really just co-locating Google's Cloud in their own datacenter?
i.e. a...
Jan 14, 2026
I know. So, how is Anthropic going to deploy TPUs without detailed hardware and software specifications, licensed software, and...
Jan 14, 2026
C
Semianalysis did a report on this a couple of months ago...
Jan 14, 2026
L
I can think of two people....
But the bigger point is that Intel's corporate culture and structure allowed such a thing to happen...
Jan 14, 2026
Daniel Nenni replied to the thread Another Reason for Intel to Acquire GlobalFoundries.GF is trying to work with TSMC? I don't understand. They are competitors. Like the MIPS acquisition, building a big IP business...
hist78 replied to the thread Another Reason for Intel to Acquire GlobalFoundries.I have to ask a dumb question: did Intel ever buy a company and actually turn it into a big success? At best, Mobileye and Altera...
Like.
Surely that's just trading one conflict of interest (Synopsys competing with other processor IP companies who are also its customers)...
Haha.
Yeah, I read that semianalysis report (I'm on their distribution list), pretty much everything it said made no sense to me at all. It...