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There are people working in reducing complexity of chip making: https://atomicsemi.com/. This could also be more managable for deploying...
Jun 29, 2025
X
Transistors smaller than an atom.
Jun 29, 2025
T
How far are we from quantum computing? What companies will win the race? Also,u how many ways are there going to be to get to quantum...
Jun 29, 2025
H
It depends how and where to connect to backside power rail. If it connects to Source/Drain directly which have pitch ~45nm, then EUV...
Jun 29, 2025
That's exactly the point made in Andy's book :) A "radically lower cost per wafer" may be the next "10X inflection point":
"Grove...
Jun 29, 2025
There are people working in reducing complexity of chip making: https://atomicsemi.com/. This could also be more managable for deploying...
Jun 29, 2025
S
Transistors smaller than an atom.
Jun 29, 2025
S
There are people working in reducing complexity of chip making: https://atomicsemi.com/. This could also be more managable for deploying...
Jun 29, 2025
X
That's exactly the point made in Andy's book :) A "radically lower cost per wafer" may be the next "10X inflection point":
"Grove...
Jun 29, 2025
S
The good thing with Intel Server nowadays is that they are always available.
AMD EPYC on other hand in in high demand and goes out of...
Jun 29, 2025
S
Just because Samsung sold on price does not mean Intel Foundry will have to. Customers want an alternative to TSMC and that is a fact...
Jun 28, 2025
S
40 years ago, "did you wanna get fired for NOT buying IBM?" The same principle still applies Today?
Jun 28, 2025
It may or may not apply today. But another principle still holds: any alternative suppliers must offer their products or services at a...
Jun 28, 2025
S
"Semiconductor revenue required to support one leading edge fab" is a fabulous metric, comparing Intel (with tons of revenue in 2011...
Jun 28, 2025
O
40 years ago, "did you wanna get fired for NOT buying IBM?" The same principle still applies Today?
Jun 28, 2025
Like.
There are people working in reducing complexity of chip making: https://atomicsemi.com/. This could also be more managable for deploying...
Daniel Nenni reacted to Xebec's post in the thread Just finished "Only the Paranoid Survive", and have a few thoughts about current day Intel with
hist78 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.It may or may not apply today. But another principle still holds: any alternative suppliers must offer their products or services at a...