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S
Yeah that was the point i was trying to make this is simply cheating in slides cause if you look at TSMC vs Huwaei density it would be...
May 26, 2026
J
Agreed - I think they've surpassed x86 too.
I was just thinking that Intel still "has" the laptop market -- but they can do a lot more...
May 26, 2026
WTF.
SF2 dimension is the same as SF3…
So Samsung density no improve through 2023 SF3 break cover….
May 26, 2026
2nm track pitch ~ 23 nm, going by this: https://gamma0burst.tistory.com/413218#google_vignette
May 26, 2026
- Altman says AI has not yet caused the white-collar job losses he once feared
- OpenAI chief admits he was wrong on AI's near-term...
May 26, 2026
M
In 2017, Apple shipped the A11 Bionic with a 2-core Neural Engine capable of 600 billion operations per second: the first dedicated...
May 26, 2026
M
When Pat took over, the plan was 100% to end process development.... sooner than 2030 for sure. I have written on how this played out...
May 26, 2026
In 2017, Apple shipped the A11 Bionic with a 2-core Neural Engine capable of 600 billion operations per second: the first dedicated...
May 26, 2026
M
Did AI make this summary?
May 26, 2026
F
So like CGP, we're seeing M2P leveling off around 28 nm?
May 26, 2026
Agreed.
I guess if Intel hadn't hired Pat and we still had Swan, Intel would probably be in a little better financial shape (weaker...
May 26, 2026
18A is cheaper per transitor at target yields than 20A.
Reminder Intel 4 and Intel 20A were always checkout nodes..... I actually...
May 26, 2026
B
But what if every company cuts 20%, then there will be a lot of salespeople? Selling to whom?
So, cost will first go down and profit...
May 26, 2026
That is quite a nice bit of hyperbole. Lets get to 2B in sales external (top 20 foundry/osat, 5% of Intel revenue) and go from there...
May 26, 2026
M
18A is cheaper per transitor at target yields than 20A.
Reminder Intel 4 and Intel 20A were always checkout nodes..... I actually...
May 26, 2026
Daniel Nenni reacted to LLL0955's post in the thread Samsung GAA SF2, Exynos 2600, cross-section images with
Like.
WTF. SF2 dimension is the same as SF3… So Samsung density no improve through 2023 SF3 break cover….
Xebec replied to the thread Intel's Lip-Bu Tan: "B0 you keep your job, anything about that you are fired".Agreed. I guess if Intel hadn't hired Pat and we still had Swan, Intel would probably be in a little better financial shape (weaker...
