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T
Intel needs to nail the 14A PPA and the TTM should be at least half a year before TSMC A14 considering 14A Risk Production is 2027 also...
Jul 28, 2025
T
Come to think of it, I wonder if Intel is involved in the process design in the UMC 12nm?
Jul 28, 2025
S
Intel needs to nail the 14A PPA and the TTM should be at least half a year before TSMC A14 considering 14A Risk Production is 2027 also...
Jul 28, 2025
T
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
T
Can we not make this thread political ? 😅.
Jul 28, 2025
T
It's better not to underestimate him...
LBT's career should be seen
where he belonged to in the past
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
T
I enjoyed reading this LBT quote from an analyst call regarding 2Q25 results:
Seriously? Did LBT help create the foundry industry? I...
Jul 28, 2025
T
S
when someone claims himself very very familar with the foundry business, does that imply he needs to have helped create the industry...
Jul 28, 2025
T
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
T
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
T
Personally, I was thinking about TSMC's N4 and later processes.
It wasn't a problem with TSMC's technology, but I wanted to say about...
Jul 28, 2025
X
Practically Tesla's fab now. Maybe they can handle the tool installations from the very beginning!
Jul 28, 2025
T
This story and What does it have to do with Strongarm?
I think it's a bit unreasonable
Apart from that, instead of strongarm, there...
Jul 28, 2025
Like.
Intel needs to nail the 14A PPA and the TTM should be at least half a year before TSMC A14 considering 14A Risk Production is 2027 also...
Haha.
I enjoyed reading this LBT quote from an analyst call regarding 2Q25 results: Seriously? Did LBT help create the foundry industry? I...
Sad.
Unfortunately this is the story of how Intel lost it's Foundry business. The same exact thing happened when Otellini wasn't willing to...