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B
P vs. E, I don't think was terrible - it just wasn't executed well on.
Extra E-cores are very good for corporate mobile PCs, which...
May 12, 2026
O
... and there was a time when the majority of chips being used in the world were used for PC's. In this world, Intel's vertical...
May 12, 2026
B
Tan has wavered and literally threatened about his commitment to IFS. (14A gets customers, or they won't do it.) Manufacturing...
May 12, 2026
B
the unified strategy was due to the fact that P vs E was not working for them it was a money hog if they can create a single...
May 12, 2026
O
I agree - just getting all the components correct and tested has a ton of yield attrition. Add in that advanced packaging mistake might...
May 12, 2026
O
This is the fundamental driver of success or failure in foundry--having wafers to run to do the engineering that drives the yields up...
May 12, 2026
Wall Street was bristling earlier this month as the chipmaker Nvidia behind the AI boom hit a record market value of $3.92 trillion...
May 12, 2026
L
I don't doubt there is redundancy, but if the chips fail at a high rate - that's expensive. Say if they average one year life...
May 12, 2026
Intel is going to have P/E with unified just both derived of same uARCH like AMD Zen Classic/Dense variant
i found a funny sun tsu...
May 12, 2026
K
Not sure of Cerebras MTBF and their mitigation capabilities given they have some onboard redundancy. My take is that most hyperscalers...
May 12, 2026
S
Intel is going to have P/E with unified just both derived of same uARCH like AMD Zen Classic/Dense variant
i found a funny sun tsu...
May 12, 2026
S
Tan has wavered and literally threatened about his commitment to IFS. (14A gets customers, or they won't do it.) Manufacturing...
May 12, 2026
S
There is a Sun Tzu quote that may apply here:
"Tactics without strategy is the noise before defeat"
:)
May 12, 2026
S
Have you ever been a manager? I suspect not. Asking questions of subordinates you think you know the answer to is very useful in job...
May 12, 2026
For those of us who worked on multi-node datacenter systems, chiplets and their problems look like a microcosm of the system-level...
May 12, 2026