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M
Watch or read the whole transcript of this presentation..... not just articles and AI summaries LBT shares EVERYTHING and is very honest...
May 21, 2026
PDK .9 is expected in Q4 2026. PDF Solutions is collaborating with Intel on it. You can thank Lip-Bu for that. He is not afraid to ask...
May 21, 2026
M
14A starts to ramp in 2029. We will see how that affects things. PDK 0.9 is in 2H of 2026. Thanks to LBT for speaking honestly.
May 21, 2026
Does Intel offer any kind of "positive incentive" for a successful on-schedule and "meets performance targets" A0 launch? special...
May 21, 2026
how do you guys think LiPu is doing focusing on engineering? culture change for sure is one of his strength. I don't think he is known...
May 21, 2026
Lip-Bu is doing great on the outside of Intel but the inside still needs work. I still see hot spots of the old Intel but far fewer than...
May 21, 2026
This is an analogy: There are many donkeys in the vicinity of Big Bend National Park. Because using heavy equipment in such rugged...
May 21, 2026
Even token costs won't go any cheaper and LLM won't get any smarter starting tomorrow, AI is here to stay and it will still change...
May 21, 2026
Nope, but I am an insider. Outsiders love puff pieces.
May 21, 2026
I have not seen any big IFS design wins yet but I am sure Lip-Bu is working on it. I do know that customers are anxiously awaiting the...
May 21, 2026
Intel even reusing its subpar dies to meet demand.
That can't be good?
May 21, 2026
Maybe they are going beyond speed bins ? Apple's actually selling product with fused out defective cores. Not. a bad way to go if you...
May 21, 2026
Subpar is a word wccftech used, not LBT. Beyond clock speeds, Intel has also done bin splits based on functional core counts...
May 21, 2026
I understand they've done speed bin splits before but never thought of those as "subpar".
May 21, 2026
Sometimes Samsung sells good die versus wafers which is a great deal. In the last 15+ years I have seen Samsung repeat the same mistakes...
May 21, 2026
Daniel Nenni replied to the thread Intel CEO Lip-Bu Tan Calls Foundry a “National Treasure” as External Customers Knock on His Door After 18A Yield Turnaround.PDK .9 is expected in Q4 2026. PDF Solutions is collaborating with Intel on it. You can thank Lip-Bu for that. He is not afraid to ask...
Xebec replied to the thread Intel's Lip-Bu Tan: "B0 you keep your job, anything about that you are fired".Does Intel offer any kind of "positive incentive" for a successful on-schedule and "meets performance targets" A0 launch? special...
Like.
how do you guys think LiPu is doing focusing on engineering? culture change for sure is one of his strength. I don't think he is known...
Wow.
Intel even reusing its subpar dies to meet demand. That can't be good?