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X
True re: volumes, but "Tesla" is running a lot of custom silicon these days - which can represent both licensing fees as well as...
Jul 28, 2025
S
I expected Intel Foundry to flop from the get go. Intel has been half-assedly trying at it for years with pathetic results. IBM and AMD...
Jul 28, 2025
S
It is quite difficult to adapt Intel's old nodes for industry use. They have several collaborations going on (with UMC, for example)...
Jul 28, 2025
X
It is also a point against the TSMC monopoly argument. Given how loud Elon Musk is it is a big point. Go Elon!
Jul 28, 2025
X
This may have been a Texas thing. Elon moved Tesla HQ from Palo Alto to Austin in 2021 due to a tiff with Gavin Newsome, Governor of...
Jul 28, 2025
K
It is quite difficult to adapt Intel's old nodes for industry use. They have several collaborations going on (with UMC, for example)...
Jul 28, 2025
As I remember it Moore's Law was an observation not a law per say. Now it is a marketing term.
Jul 28, 2025
Perhaps Elon's long-term aim is running for governor of Texas, with his new political party! Texas is important for DT and his...
Jul 28, 2025
K
Except Tesla volumes will never be Apple volumes.
And Intel didn't have a foundry business at that point in time.
Jul 28, 2025
Samsung to produce Tesla's next-gen AI chips in $16.5b foundry breakthrough
Record deal signals trust in Samsung’s 2nm tech amid race...
Jul 28, 2025
K
Unfortunately this is the story of how Intel lost it's Foundry business.
The same exact thing happened when Otellini wasn't willing to...
Jul 28, 2025
The NOT TSMC Market is alive and well..... :cool:
Jul 28, 2025
Perhaps Elon's long-term aim is running for governor of Texas, with his new political party! Texas is important for DT and his...
Jul 28, 2025
It is also a point against the TSMC monopoly argument. Given how loud Elon Musk is it is a big point. Go Elon!
Jul 28, 2025
Like.
It is quite difficult to adapt Intel's old nodes for industry use. They have several collaborations going on (with UMC, for example)...
Haha.
This may have been a Texas thing. Elon moved Tesla HQ from Palo Alto to Austin in 2021 due to a tiff with Gavin Newsome, Governor of...
Daniel Nenni replied to the thread What is Moore's Law?.As I remember it Moore's Law was an observation not a law per say. Now it is a marketing term.
user nl replied to the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal.Samsung to produce Tesla's next-gen AI chips in $16.5b foundry breakthrough Record deal signals trust in Samsung’s 2nm tech amid race...
Love.
The NOT TSMC Market is alive and well..... :cool: