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S
It's most likely 18AP/14A from what I know the reason for TSMC doing GPGPU was because Intel didn't have a node optimized for this...
Jul 13, 2025
X
At the moment, there are not many clients for 18A. Will they use 18A for Jaguar Shores?
Jul 13, 2025
S
Foundry leads to AI as well they can print their own AI chips plus others as well use foundry as a leverage in AI space in inference if...
Jul 13, 2025
X
Hence, in my opinion, focusing on AI would be easier than focusing on the foundry business. As CEO, he should prioritize maximizing...
Jul 13, 2025
S
Foundry is very capital intensive something AMD doesn't need to worry about.
Jul 13, 2025
S
It's not possible.
Intel does not have a corporate culture that settles for No2 as you need to wait for a long time as AMD did.
Jul 13, 2025
X
https://www.reuters.com/technology/intel-should-have-focused-ai-rather-than-chipmaking-tsmc-founder-says-2024-12-09/
If AMD can win...
Jul 13, 2025
D
It's not possible.
Intel does not have a corporate culture that settles for No2 as you need to wait for a long time as AMD did.
Jul 13, 2025
Silicon-based anodes represent one of the most promising avenues for fundamentally improving lithium-ion battery performance. Replacing...
Jul 12, 2025
A major milestone for both GlobalWafers and the U.S. semiconductor supply chain. The completion of the first large-scale 12-inch silicon...
Jul 12, 2025
X
Given the capital Intel used to have, I believe it should have been able to compete with Nvidia. It just needed the right person to lead...
Jul 12, 2025
Silicon carbide (SiC) certainly holds great promise as a key material for the future of power semiconductors. Its superior...
Jul 12, 2025
Great points raised here. As battery technology—especially solid-state—continues to improve in density, cycle life, and safety, it will...
Jul 12, 2025
A very insightful breakdown. The growing mismatch between wafer demand and foundry capacity across regions is striking—especially how...
Jul 12, 2025
S
I agree with your capital intensity part but the strategy is always long duration and high risk Nvidia took a risk they were maturing...
Jul 12, 2025
Like.
It's not possible. Intel does not have a corporate culture that settles for No2 as you need to wait for a long time as AMD did.
xu fei replied to the thread Radically Improved Battery, Uses Silicon instead of Graphite.Silicon-based anodes represent one of the most promising avenues for fundamentally improving lithium-ion battery performance. Replacing...