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T
Look forward to reading this.
I'd really like to understand the case why the US government should not get an equity stake in Intel in...
Aug 17, 2025
T
I will respond to this in more detail on Monday. While I appreciate the media support Annie Palmer has no idea what she is writing...
Aug 17, 2025
F
The companion video interview is interesting and even a bit funny. I wish CNBC had asked Mr. Gil Luria, head of technology research at...
Aug 17, 2025
S
I will respond to this in more detail on Monday. While I appreciate the media support Annie Palmer has no idea what she is writing...
Aug 17, 2025
S
The "IDM 2.0" model worked fine at IBM and AMD. Until it didn't.
It depends on if of you can keep yields up and the fabs occupied or not.
Aug 17, 2025
S
Intel started out making memory chips. They only went into microprocessors because a client asked for it. X86 is too important to ignore...
Aug 17, 2025
S
Perhaps some people like to disagree about the value of top talents. Read this story on one of TSMC's (and former INTEL's) top talents...
Aug 17, 2025
S
Morris Chang (張忠謀) once borrowed a line from Winston Churchill’s memoirs to describe TSMC’s two decades of dominance: “Before El Alamein...
Aug 17, 2025
S
Apparently, the specs can be checked at PuLin's site. 50 nm alignment won't work. Another system shows 30 WPH, a tenth of the current...
Aug 17, 2025
S
They removed the graphics parts and it continued to be developed as the Xeon Phi family for HPC i.e. the 'Knights' chips. But it was a...
Aug 17, 2025
C
The term “mainstream” may not sit well with certain powerful people. :)
Aug 17, 2025
C
Yes, Texas Instruments is an IDM, but they don’t make CPUs, GPUs, or mobile SoCs. Their main business is in analog and mixed-signal...
Aug 17, 2025
T
Perhaps read this story:
https://cwnewsroom.substack.com/p/intel-foundry-gamble-umc-tsmc-taiwan
Why Did Intel Choose UMC?
Why would...
Aug 17, 2025
T
Yes, Texas Instruments is an IDM, but they don’t make CPUs, GPUs, or mobile SoCs. Their main business is in analog and mixed-signal...
Aug 17, 2025
T
Personally, I don't think this partnership itself is ridiculous.
Aug 17, 2025