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M
this is a great report from our friends at Yole. Super detailed as always.
I do think that by 2030 A LOT of things will change. The...
Jun 28, 2025
X
"Yeboah-Amankwah joins Intel from McKinsey & Company, where he was most recently a senior partner and global head of the Transformation...
Jun 28, 2025
X
Who came up the IDM 2.0 strategy? Also building fabs all over the world...
Jun 28, 2025
X
Tell that to the companies that exhibited at the semiconductor conferences I have attended this year. You should have seen DAC last...
Jun 28, 2025
X
I have been thinking awhile that Safroadu should leave Intel. He was from Mckenzie. Intel sent him to one of the investor conferences...
Jun 28, 2025
Do not underestimate the influence of Intel's Board chairman "Darwin" and his "jungle of the Street-animals" ( being present @Intel...
Jun 27, 2025
I also "like" the Trinity comparison, typically PG:
Along with the comments he made about his departure from Intel, Gelsinger also...
Jun 27, 2025
I suspect 18A will be successful, but he saddled the company with $41B in private equity debt and another $20B "build it and they will...
Jun 27, 2025
If this article is to be believed, it seems like under Lip-Bu Tan Intel might be shifting towards a focus on Samsung's share of the...
Jun 27, 2025
Intel Foundry made the same mistake Samsung and Globalfoundries made, they went after TSMC. I told the Intel people first off to go...
Jun 27, 2025
A
Even GPU is NOT a new concept. Anybody hear of Evans & Sutherland PS 300? It's a Graphic Engine interconnected with VAX CPU in the...
Jun 27, 2025
Yeah, Paul, you make some good points. But I don't think its a mystery why:
Economies of scale (loses lead to more losses)
Big...
Jun 27, 2025
I think it's much simpler
SEL gave them almost free IP design service in hopes to recoup development cost on manufacturing, and then...
Jun 27, 2025
Because Intel is outsourcing more on TSMC’s leading edge nodes, AMD, Nvidia and probably others have no choice but to adopt TSMC’s...
Jun 27, 2025
This is interesting because I get a sense that N7 and N5 had early adopters and then "second adopters". It took a few years to really...
Jun 27, 2025
Like.
this is a great report from our friends at Yole. Super detailed as always. I do think that by 2030 A LOT of things will change. The...
user nl replied to the thread Former CEO Pat Gelsinger reveals he was 'not given the opportunity' to finish his job at Intel as he predicts the future of computing.Do not underestimate the influence of Intel's Board chairman "Darwin" and his "jungle of the Street-animals" ( being present @Intel...