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M
@tomatoma @Daniel Nenni
Help me out with clarifications.
Is Rubin the first HBM4 product? it certainly is the major HBM4 Product.
It...
Aug 14, 2025
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
A
Completely agree. But if Intel had stayed on the Moore's Law treadmill, it would have taken Apple longer to come up with a design that...
Aug 14, 2025
S
But Didn't Craig kinda assist in ruin Intel during his 35 years? And now at 85 years old he is gonna fix Intel? He needs to spend some...
Aug 14, 2025
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
hist78 reacted to KevinK's post in the thread Former Intel CEO Craig Barrett on saving Intel with
Like.
I watched the Otellini video last night - seems like even in 2012, Otellini was naive: * Recognized that the mobile was now changing the...