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K
Perhaps I was too much focusing on analog. Or perhaps my experience is far enough in the past that DTCO plays a greater role now than...
Jul 14, 2025
https://cwnewsroom.substack.com/p/intel-foundry-gamble-umc-tsmc-taiwan?utm_campaign=post&utm_medium=web&triedRedirect=true
Jul 14, 2025
S
I think you’re a little too dialed in on the analog part. The PDK is also the embodiment of the DTCO tradeoffs and design points...
Jul 14, 2025
S
Oops..... Work in progress.
Jul 14, 2025
K
I think you’re a little too dialed in on the analog part. The PDK is also the embodiment of the DTCO tradeoffs and design points...
Jul 14, 2025
UMC joint venture with Intel in AZ has a geopolitically purpose as well: TW-only fabs have a certain risk from the CCP, while...
Jul 14, 2025
Oops..... Work in progress.
Jul 14, 2025
S
Huh there are things getting changed before nova lake ? There are only 2 products before NVL Launch Panther and Clearwater forest.
Jul 14, 2025
K
Are you kidding me? Buybacks shares now? Their client business and data center CPU market is under the the dumps now. Even without the...
Jul 14, 2025
K
If we’re looking back at the 2017-2024 timeframe, that partially preceded PG, Intel placed many different AI bets, both internal and...
Jul 14, 2025
M
Intel is creating back up plans and parallel plans for 18A products and maybe beyond. This will give them the flexibility needed to...
Jul 14, 2025
S
Everything is fair in love war and Node Marketing
Jul 14, 2025
B
UMC joint venture with Intel in AZ has a geopolitically purpose as well: TW-only fabs have a certain risk from the CCP, while...
Jul 14, 2025
S
i think we have mixed up these...
Jul 14, 2025
D
N2 doesn't have BSPDN, A16 does -- which is basically N2P with BSPDN added...
A14 is then a shrunk A16 but with frontside power, A14P...
Jul 14, 2025