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Actually, that's really interesting point. Intel can either bid for SoC(customer: Sony and MS) or foundry(customer: AMD or Intel...
Jun 18, 2025
AMD will never fab on an Intel process. Let's be real and honest here. That's why Intel products has to win over the Playstation/Xbox...
Jun 18, 2025
X
I was simply trying to help people understand the finance and accounting of RSUs and options. I'm not an advocate of additional grants...
Jun 18, 2025
M
There Is no room for this outside AMD cause the Tools developed are AMD(Thanks autocorrect for correcting what's not wrong) specific...
Jun 18, 2025
M
18A is not really a replacement for Intel 3. Intel makes <%5 of its processors on Intel 3. Intel chose TSMC 3 for its "3nm" products. No...
Jun 18, 2025
B
New appointments align with focus on delivering for customers and becoming an engineering-focused company.
SANTA CLARA, Calif., June...
Jun 18, 2025
B
I don't think peak frequency is guaranteed to be higher Intel 4 is a better node than Intel 7 yet Redwood Cove clocked lower than Intel...
Jun 18, 2025
S
there are more designs for 18A instead of just standard ARM core? How were they comparable to N3?
Jun 18, 2025
X
Stock grants are non-cash compensation, so Intel does not spend money to grant them. The "cost" of RSUs is dilution of shareholder...
Jun 18, 2025
X
I don't think there is a need to do more stock grants as the stock is low enough. If Intel recovers, everyone will be rewarded including...
Jun 18, 2025
D
The industry should have some key metrics on this for each application.
Bitcoin (hashrate/wafer at X J/T)
CPU
mobile
Jun 18, 2025
X
https://www.tomshardware.com/tech-industry/artificial-intelligence/sam-altman-backed-ai-processor-venture-hires-ex-apple-engineer-to-lead...
Jun 18, 2025
K
After layoffs, Intel should be able to afford a one-time stock grant to boost morale. Cutting the pay of remaining employees is a big...
Jun 18, 2025
K
I can totally sympathize with that. My comments were directed towards 'employees want to hear vision under the new CEO.'
Jun 18, 2025
X
https://www.linkedin.com/in/srinivasan-iyengar-93088a4/
https://rain.ai/blog/apple-silicon-exec-joins-rain-ai-leadership-team...
Jun 18, 2025