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D
NVL already tape out before April this year In Q1 on 18AP but that was the Intel compute tile alongside Diamond Rapids not the TSMC one.
Tuesday at 1:29 PM
D
If Lip-Bu Tan is going to divest the fabs why drag this whole thing out? Why wouldn't he just dump the whole thing right away and be...
Tuesday at 1:15 PM
I remember when it was $500B (thanks to Andy Grove the best Intel CEO ever) and that was back when $500B was a lot of money. :ROFLMAO:
Tuesday at 12:41 PM
X
Intel: ~ $100 billion :)
Tuesday at 12:37 PM
X
Current market Caps:
Nvidia (~ $4 trillion)
Microsoft (~ $3.7 trillion)
Apple (~ $3.1 trillion)
Amazon (~ $2.5 trillion)
Alphabet...
Tuesday at 12:36 PM
Current market Caps:
Nvidia (~ $4 trillion)
Microsoft (~ $3.7 trillion)
Apple (~ $3.1 trillion)
Amazon (~ $2.5 trillion)
Alphabet...
Tuesday at 12:33 PM
Both.
Intel is using N2 for high performance tiles. They will also use 18P and N3. That is the bonus of using chiplets (tiles)...
Tuesday at 12:25 PM
i think we have mixed up these...
Tuesday at 12:11 PM
Nice Table Dan 😍😍 but i think it needs to be updated since 20A is no more we can compare 18A with Intel 3
Tuesday at 12:09 PM
M
So NVL and Diamond rapids are already taped out on 18A? Correct?
Tuesday at 12:00 PM
M
From the graph, it is clear what happens next. Please do not be surprised and say "no one saw this coming"
Then we will blame it on...
Tuesday at 11:41 AM
X
We've gone full circle then -- ~ 1979-1980 IBM had the highest market cap of all companies worldwide :)
(Though IBM had a good chunk...
Tuesday at 11:05 AM
X
Supply is not a problem as legacy fabs are running at 70-80% capacity. TSMC leading edge fabs are closer to 100%. The big offset is unit...
Tuesday at 10:58 AM
L
I had the honor of being at the ribbon cutting / dedication ceremony (morning) and technical presentations on EUV (afternoon) yesterday...
Tuesday at 10:45 AM
L
A rigid hierarchy and risk-averse culture are driving a quiet exodus from Korea's chip giant
By Hwang Min-gyu, Choi Ji-hee, Chun...
Tuesday at 10:35 AM
Like.
NVL already tape out before April this year In Q1 on 18AP but that was the Intel compute tile alongside Diamond Rapids not the TSMC one.
Daniel Nenni replied to the thread Semiconductor Fundamentals Are All Weak.I remember when it was $500B (thanks to Andy Grove the best Intel CEO ever) and that was back when $500B was a lot of money. :ROFLMAO: