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M
Hiring 10K+ people when you are losing share and already bloated.... then focusing on foundry instead of AI execution.... then losing...
Jun 17, 2025
X
I'm torn on this.
On one hand, I think reviews are going to basically point out that there's literally no point to go above Core Ultra...
Jun 17, 2025
S
And McKinsey got a good check for destroying future but we need clarity though on exactly what's being cut the cut under pat was brutal...
Jun 17, 2025
S
Sounds like some McKinsey consultants went to Intel and told the board/CEO "Hey TSMC has 30% fewer foundry employee's than you do per...
Jun 17, 2025
X
Treat for you since Nova Lake is supposed to be 52 Core Desktop CPU
Jun 17, 2025
X
I think there is a category of "lightly threaded" apps that are "strong single core dependent". i.e. Even if they ultimately use 8+...
Jun 17, 2025
C
Sounds like some McKinsey consultants went to Intel and told the board/CEO "Hey TSMC has 30% fewer foundry employee's than you do per...
Jun 17, 2025
S
:ROFLMAO:
TSMC has significantly more N2 design wins at this stage than they had with N3 which was uncontested (Intel 3 and Samsung 3nm...
Jun 17, 2025
X
" And it's going to do it via IPC or instructions per clock, not cranking up the operating frequencies or throwing in more cores."
The...
Jun 17, 2025
O
I guess TSMC and Samsung will be the last two leading edge fabs standing until China develops indigenous EUV and SMIC comes roaring back.
Jun 17, 2025
A
Even if it doesn't replace teachers and professors AI/ML could vastly lower the cost of teaching and improve the quality. An...
Jun 17, 2025
C
That would be the definition of a doom spiral, good ol' positive feedback. Barring a miracle LBT will go scorched earth to satisfy near...
Jun 17, 2025
K
ACT was the rather insidiously named layoff in 2016ish, which many Intel people now see as a massive self-own that began their current...
Jun 17, 2025
J
30% is a crazy large number. I don’t feel like I have heard much beyond the people like what projects they are cutting or how they...
Jun 17, 2025
B
30% is a crazy large number. I don’t feel like I have heard much beyond the people like what projects they are cutting or how they...
Jun 17, 2025