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"Intel says it hopes to begin making chips with its 14A technology in 2028 or 2029. Given the ramp-up time it takes for new...
Jul 31, 2025
If Intel is split into Intel Products and Intel Foundry, one or both may have a higher chance of survival. On the other hand, keeping...
Jul 31, 2025
S
FWIW, We have a preview of that with Arrow Lake and Lunar Lake.
Lunar Lake is relatively good, but Arrow Lake has been pretty...
Jul 31, 2025
S
Who would buy Intel Foundry? And for how much? I cannot think of any qualified buyers, more qualified than having Lip-Bu run it as it is...
Jul 31, 2025
T
I don't think just throwing away the IdM will not solve the problem.
Jul 31, 2025
T
In the first place, when LBT doesn't quit IDM or IFS, I think the direction of the will itself is the same as the PAT.
And Intel Also...
Jul 31, 2025
T
FWIW, We have a preview of that with Arrow Lake and Lunar Lake.
Lunar Lake is relatively good, but Arrow Lake has been pretty...
Jul 31, 2025
B
Who would buy Intel Foundry? And for how much? I cannot think of any qualified buyers, more qualified than having Lip-Bu run it as it is...
Jul 31, 2025
B
Do you think, without fabs, Intel will be a clear leader against AMD and Nvidia? Or just another horse in a big horse?
I agree with...
Jul 31, 2025
S
Or can we ask an equally important question: Can Intel survive as an IDM in a semiconductor industry that has embraced the...
Jul 31, 2025
T
ShortSighted Decision are the reason for Intel's current position and i agree with Dan execpt for Pat's two big shortcomings he was a...
Jul 31, 2025
B
AMD can't rely on another party to maintain their software like in the case of CPUs(x86).
Jul 31, 2025
T
I did support Pat G and his IDM 2.0 100%. That was short lived however due to Pat's rantings. I still think IDM 2.0 can succeed but...
Jul 31, 2025
T
Someone like Silver Lake? The company who bought 51% of Altera? I just do not see how they can run Intel Foundry better than Lip-Bu...
Jul 31, 2025
T
Who would buy Intel Foundry? And for how much? I cannot think of any qualified buyers, more qualified than having Lip-Bu run it as it is...
Jul 31, 2025