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Interesting that Intel is starting to procure from the same high-volume vendors in Taiwan that TSMC uses.
Intel pays billions more than...
Yesterday at 6:05 AM
A
How far off is quantum computing and how many years do readers think it will take once introduced to have a substantial impact or will...
Yesterday at 4:57 AM
A
China Shock 2.0 is when Nvidia+OpenAI are replaced by Deepseek+Huawei. Cost and "good enough" performance disruption, Ala Christiansen...
Yesterday at 4:28 AM
A
absolutely. When any company/segment becomes large enough, it's no longer a private company's decision anymore.
As for NV CEO...
Yesterday at 4:27 AM
S
Some points from the article:
Intel to finish restructuring by July, no major changes through 2026.
In Sept, it will showcase 18A/14A...
Yesterday at 4:24 AM
S
Interesting that Intel is starting to procure from the same high-volume vendors in Taiwan that TSMC uses.
Intel pays billions more than...
Yesterday at 4:24 AM
B
Interesting that Intel is starting to procure from the same high-volume vendors in Taiwan that TSMC uses.
Intel pays billions more than...
Yesterday at 4:02 AM
X
I had the honor of being at the ribbon cutting / dedication ceremony (morning) and technical presentations on EUV (afternoon) yesterday...
Yesterday at 2:13 AM
X
Not being self-harming would be logical, but the politics is not. Engineers have hard time understanding people not driven by logic...
Yesterday at 2:10 AM
X
For simplicity, let’s focus on net profit margin, which already reflects all major costs, such as equipment depreciation, materials...
Yesterday at 2:10 AM
X
Some points from the article:
Intel to finish restructuring by July, no major changes through 2026.
In Sept, it will showcase 18A/14A...
Yesterday at 2:08 AM
E
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...
Yesterday at 12:44 AM
E
It also depends on how many politicians can actually tell the difference between AI and A1 (A-one).
Yesterday at 12:32 AM
E
In the first graph, mixing memory manufacturers' capacity with that of logic chip manufacturers doesn't make sense. In most cases...
Yesterday at 12:30 AM
E
As of the market close today, there are three companies founded by Stanford Engineering alumni among the 10 largest companies in the...
Yesterday at 12:26 AM
Daniel Nenni reacted to benb's post in the thread (Exclusive) Intel’s Annual Conference Moves to Arizona for the First Time – A Three-Pronged Analysis of Lip-Bu Tan's Reform Path with
Like.
Interesting that Intel is starting to procure from the same high-volume vendors in Taiwan that TSMC uses. Intel pays billions more than...