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S
As I remember it Moore's Law was an observation not a law per say. Now it is a marketing term.
Jul 28, 2025
S
Until recently, Intel had always replaced older nodes with newer nodes, so many of those "pure profit" nodes have long since been...
Jul 28, 2025
S
AMD beat Intel because they shifted to the fabless business model. AMD didn't want to do this at first, but their hand was forced. I...
Jul 28, 2025
S
I can't know what goes on behind the scenes. But it strikes me quite awkward. Intel is not TSMC and to this point it has not been...
Jul 28, 2025
S
I agree, this is the type of deal that Intel Foundry can do. It is more than just wafer sales, they really are joint development...
Jul 28, 2025
S
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
A little more on perhaps why Samsung:
Curious how Musk will react if Samsung yields in TX follow their pattern of low yields in SK on...
Jul 28, 2025
S
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
I agree, this is the type of deal that Intel Foundry can do. It is more than just wafer sales, they really are joint development...
Jul 28, 2025
S
I think $ USD Billions of business probably matters more to TSMC, Samsung, and Intel than some of the public's perception of Tesla's CEO.
Jul 28, 2025
S
This seems like a huge missed opportunity for Intel.. good job Intel Board.
Jul 28, 2025
S
Maybe the profit margin isn't high enough, the CEO said IFS would not do anything if it didn't make them 50% profit margin.
Jul 28, 2025
S
File Image
On Monday, Samsung Electronics said it has signed a contract valued at $16.5 billion to supply semiconductors to a major...
Jul 28, 2025
S
I have to wonder, where is IFS?
This kind of chip can probably be manufactured on Intel 3 and 18A. Why did Intel not pursue it...
Jul 28, 2025
Like.
Until recently, Intel had always replaced older nodes with newer nodes, so many of those "pure profit" nodes have long since been...
Haha.
A little more on perhaps why Samsung: Curious how Musk will react if Samsung yields in TX follow their pattern of low yields in SK on...
Daniel Nenni replied to the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal.I agree, this is the type of deal that Intel Foundry can do. It is more than just wafer sales, they really are joint development...