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O
I’ve lost track of how many times Intel has entered and exited the memory business, whether through manufacturing, joint ventures...
Tuesday at 12:34 PM
B
There is a Sun Tzu quote that may apply here:
"Tactics without strategy is the noise before defeat"
:)
Tuesday at 12:30 PM
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...
Tuesday at 12:30 PM
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...
Tuesday at 12:30 PM
B
Tan has wavered and literally threatened about his commitment to IFS. (14A gets customers, or they won't do it.) Manufacturing...
Tuesday at 12:29 PM
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...
Tuesday at 12:29 PM
O
I agree - just getting all the components correct and tested has a ton of yield attrition. Add in that advanced packaging mistake might...
Tuesday at 12:21 PM
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...
Tuesday at 12:21 PM
Wall Street was bristling earlier this month as the chipmaker Nvidia behind the AI boom hit a record market value of $3.92 trillion...
Tuesday at 11:38 AM
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...
Tuesday at 11:19 AM
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...
Tuesday at 11:00 AM
K
Not sure of Cerebras MTBF and their mitigation capabilities given they have some onboard redundancy. My take is that most hyperscalers...
Tuesday at 10:42 AM
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...
Tuesday at 10:30 AM
S
Tan has wavered and literally threatened about his commitment to IFS. (14A gets customers, or they won't do it.) Manufacturing...
Tuesday at 10:25 AM
S
There is a Sun Tzu quote that may apply here:
"Tactics without strategy is the noise before defeat"
:)
Tuesday at 10:25 AM
Like.
I’ve lost track of how many times Intel has entered and exited the memory business, whether through manufacturing, joint ventures...
Daniel Nenni posted the thread Nvidia CEO Says He Has Plans to Either Change or Eliminate Every Single Person's Job With AI in SemiWiki Main Forum ( Ask the Experts! ).Wall Street was bristling earlier this month as the chipmaker Nvidia behind the AI boom hit a record market value of $3.92 trillion...
Xebec reacted to siliconbruh999's post in the thread Intel’s stock tripled under Lip-Bu Tan. He still has not told most employees the plan. with
Haha.
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...
