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M
Zinsner said Intel 7 cost and 18A cost are the same a while ago... things didnt work out like he planned.. Lets see what he says next...
Jan 15, 2026
Quadric today announced that TIER IV, Inc., of Japan has signed a license to use the Chimera AI processor SDK to evaluate and optimize...
Jan 15, 2026
Key Highlights:
- Synopsys further focuses its IP resources and roadmap on extending leadership in interface and foundation IP while...
Jan 15, 2026
S
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 15, 2026
K
Deepseek is open source using the MIT license model. They're training the world just as much or more as Google or Meta.
Jan 15, 2026
L
When I mentioned whether any Intel acquisitions achieved “big success,” I was thinking those that delivered big and measurable results...
Jan 15, 2026
A
There is little doubt China could take over Taiwan, but there is huge doubt as far as the cost. As Russia is finding out with the...
Jan 15, 2026
K
From what I can tell, the US/Japan/Korea/Taiwan/India/Europe "partnership" has a couple of advantages on the hardware side.
*...
Jan 15, 2026
K
There always needs to be a race or some kind of competition to make things interesting. The politicians certainly love it. Instead of...
Jan 15, 2026
K
But they (will) have a working EUV tool by 2030....such rubbish. Making 1 chip is cool - making 10 million quite another feat entirely...
Jan 15, 2026
B
My impression is that Copy Exact! is the fatal flaw that ties Intel hands when the fabs take a transfer from Portland and it flops. And...
Jan 15, 2026
"Based on our planning framework, we raise our forecast for the revenue growth from AI accelerator to approach a mid to high 50s% CAGR...
Jan 15, 2026
But they (will) have a working EUV tool by 2030....such rubbish. Making 1 chip is cool - making 10 million quite another feat entirely...
Jan 15, 2026