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It looks like they weren't maxing out the transistor density to begin with.
Jul 10, 2025
According to Scotten Jones' analysis back in 2018 about Samsung 7nm node:
"The calculated transistor density is 101.23 MTx/mm2 based on...
Jul 10, 2025
M
The layoffs are happening this week and they are deep. The next investor call will be telling. The foundry group definitely got hit.
Jul 10, 2025
S
Well but have you thought that who is going to manage the LLMs in a company with confidential data so i guess some more jobs would be...
Jul 10, 2025
He is not wrong. It does sound like the Intel Foundry business will skip 18A and run with 14A. The question is will it be with HNA EUV...
Jul 10, 2025
X
It's still less dense than average(not theoretical maximum) Intel 7(former 10ESF) based CPUs, so It's kinda doable.
Jul 10, 2025
S
It's still less dense than average(not theoretical maximum) Intel 7(former 10ESF) based CPUs, so It's kinda doable.
Jul 10, 2025
My wife works for one of the largest banks in America and is seeing the same inside their support structure. Fewer people, less...
Jul 10, 2025
I spoke to a senior programmer at one of the four largest banks in Australia. He said that even with basic use of LLMs (for answering...
Jul 10, 2025
And who assesses the third party to do the assessment? ;)
Jul 10, 2025
Potato potato.
I don't trust our own marketing.
You need a third party to provide an industry assessment.
Jul 10, 2025
https://www.bwmarketingworld.com/article/microsoft-to-cut-sales-jobs-amid-ai-expansion-560672-560720
Jul 10, 2025
Which should not be it must includes closely guarded IP as well.
Well from the incident I have heard some random team at Intel went to...
Jul 10, 2025
F
“Twenty, 30 years ago, we are really the leader,” Tan said during a conversation broadcast to Intel employees around the world. “Now I...
Jul 10, 2025
S
This means that the intensity of competition has increased by 30-50%, and the level of involution has become more intense by 30-50%.
Jul 10, 2025