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Yeah, there's a big gap from R&D to manufacturing. Volume needs and breeds statistics. Let's not also forget N5 D0>1/cm2 (on average!)...
Aug 17, 2025
E
Guess what? The best people already left Intel, many of them my former colleagues. Intel is unable to attract top young talent which...
Aug 17, 2025
X
Unfortunately for Intel, their own experiences with trying to replace x86 reinforced this thinking:
iAPX 432 (early 80s)
i860 (late...
Aug 17, 2025
How about 15% of the US defense companies' sales to Taiwan goes to POTUS and is used annually to invest in the new ATFS foundry!
If the...
Aug 17, 2025
X
Who decided that x86 would be Intel’s only path forward?
Isn’t Intel’s current crisis and difficulties clear evidence that Intel is on...
Aug 17, 2025
E
I agree with you, Intel is attacked on every front, obviously by TSMC and Samsung on manufacturing, by Qualcomm and Huawei on the...
Aug 17, 2025
F
Yeah, there's a big gap from R&D to manufacturing. Volume needs and breeds statistics. Let's not also forget N5 D0>1/cm2 (on average!)...
Aug 17, 2025
T
As long as the demand was met, it would have been better...
If there is a profit to support IDM...
It's the opposite of the idea that...
Aug 17, 2025
T
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
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 can show you a 16 inch HX370 laptop with an OLED screen which consumes less than 2W on minimum brightness, and maximum powersaving...
Aug 17, 2025
T
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
P
I can show you a 16 inch HX370 laptop with an OLED screen which consumes less than 2W on minimum brightness, and maximum powersaving...
Aug 17, 2025
https://www.ft.com/content/108f41fd-a1a2-4633-a843-4af8db44b172
Aug 17, 2025
F
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