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A
The M1 didn't pop out of another universe. Apple was clearly working on it for years. I think they always wanted their own SoCs. I'm...
Aug 14, 2025
T
I don't think age has anything to do with it. Craig was and perhaps still is a brilliant materials scientist, I suspect he was in the...
Aug 14, 2025
T
I watched the Otellini video last night - seems like even in 2012, Otellini was naive:
* Recognized that the mobile was now changing the...
Aug 14, 2025
T
That being said, it's still in the middle, it should be good from now on.
There is only an improvement
It's not that AMD's chiplet...
Aug 14, 2025
K
I watched the Otellini video last night - seems like even in 2012, Otellini was naive:
* Recognized that the mobile was now changing the...
Aug 14, 2025
K
Excellent reference. I didn't know Bob Colwell well, but I did spend a lot of time talking to him once at a party, and it was enjoyable...
Aug 14, 2025
K
Objectively, very little is in Intel's favor right now (aside from having LBT as CEO):
• Running at a net loss with declining revenue...
Aug 14, 2025
K
The only thing I can say is, is it possible to endure the huge demand with only TSMC? What will happen in the absence of competition? Is...
Aug 14, 2025
K
Hard to ignore when politics and politicians inject themselves into semiconductor industry decisions and finances. Plenty of germaine...
Aug 14, 2025
T
please check the timeline. By the time TSMC was working with Apple, they were already on track to be the best executing Fab company in...
Aug 14, 2025
T
Understand and I would like to learn more; just a few elements I might poke at though -
- Intel later wasted $Bs in 'contra revenue'...
Aug 14, 2025
T
we can discuss offline. I was right in the middle of the Xscale, Apple, mobile roadmaps and decisions. Intel spent billions on...
Aug 14, 2025
A
Apple and Tesla are both pushing the robotics market forward and will be the leaders in creating another mega market for the semi sector...
Aug 14, 2025
A
If you want truth, follow the money and how it's used, both good and bad. I feel the tech sector is among the best for it has given us...
Aug 14, 2025
A
Following the finance markets all day and almost every day, the financial channel showed a money transfer out of China of 30 million to...
Aug 14, 2025