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K
The issue as i understand it is while the money is welcome, it is the know how that Intel was looking for ..
It was reported back...
Aug 6, 2025
Oxmiq Labs Inc.™: Re-Architecting the GPU Stack: From Atoms to Agents™
CAMPBELL, Calif.--(BUSINESS WIRE)--Oxmiq Labs Inc., the all-new...
Aug 6, 2025
Copy of the letter:
August 5, 2025
Mr. Frank D. Yeary
Chairman of the Board of Directors
Intel Corporation
2200 Mission College Blvd...
Aug 6, 2025
D
FWIW Intel appears to have slipped a little from original plan. Rumors are we will see a single SKU in late Q4 to meet the "launched...
Aug 6, 2025
My money would be on Reuters being wrong. I would even give odds on it. I have been following 18A/P and this does not track at all. If...
Aug 6, 2025
D
Daniel, good points. It looks like Intel's Zinsner had to go out of his way to defend his company. A lot
of the time, the company...
Aug 6, 2025
D
Then I would be out of a job. It is crappy reporting that keeps SemiWiki relevant. Gotta have crappy reporting. Plus sometimes it is...
Aug 6, 2025
D
My money would be on Reuters being wrong. I would even give odds on it. I have been following 18A/P and this does not track at all. If...
Aug 6, 2025
I'm not quite sure I agree 100% -- the memory side of the business can be a positive differentiator - "guarentee supply", "ensure...
Aug 6, 2025
X
I'm not quite sure I agree 100% -- the memory side of the business can be a positive differentiator - "guarentee supply", "ensure...
Aug 6, 2025
X
This is another example of why even a mighty company like Samsung has struggled in the foundry business. The world’s top image sensor...
Aug 6, 2025
This is another example of why even a mighty company like Samsung has struggled in the foundry business. The world’s top image sensor...
Aug 6, 2025
In addition to @Sherlock's observation above about Samsung being able to supply memory for Tesla's (and X's) needs, there's another...
Aug 6, 2025
This is another example of why even a mighty company like Samsung has struggled in the foundry business. The world’s top image sensor...
Aug 6, 2025
M
Could this be one of the key reasons Tesla shifted from TSMC to Samsung? TSMC is well known for its accounts receivable operations that...
Aug 6, 2025