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The IDM model may have been great 20 or 30 years ago, but the world today is very different. Intel and many of its past leaders have...
Aug 19, 2025
S
https://tspasemiconductor.substack.com/p/the-thermal-frontier-of-bspdn-iitc
At the 2025 IEEE ECTC, TSMC unveiled several advanced...
Aug 19, 2025
I worked for Data General right out of college. We had an old DG Nova system at school so I was ready for DG. Plus I loved the book Soul...
Aug 19, 2025
Yes, that’s the ideal approach.
But as we’ve seen with many companies, including Intel, once they begin making decent profits and...
Aug 19, 2025
There is a pretty good discussion happing here between the lines on some of the factors impacting the economics of foundry.
I think...
Aug 19, 2025
M
At the time, I thought that DEC management missed the boat of PC market and Compaq basically ruined DEC business (I was using the VAX...
Aug 19, 2025
M
He always looks to get a better deal.
Aug 19, 2025
I
But to who? Who -- apart from AMD -- could make use of them? The barrier to a successful x86 CPU market entry is enormous, as all the...
Aug 19, 2025
Then Compaq bought DEC for $9.6B cash in 1998 and failed. HP bought Compaq in 2002 for $25B in stock and the brand died a slow death. I...
Aug 19, 2025
M
Like I said, how big a problem this is depends on the chip design. There's a fundamental thermal problem with BSPD if you have small...
Aug 19, 2025
M
I believe that was called "Fab 7".
Aug 19, 2025
K
Gelsinger was a "champion" of Larrabee, but he did not lead it or architect it. Doug Carmean was the chief architect. Gelsinger liked...
Aug 19, 2025
K
Jensen would have done a massive re-org like Lip-Bu for sure. Nvidia has a very flat organization. BK was the worst Intel CEO of all...
Aug 19, 2025
K
I lobbied for that before Intel hired BK. That would have been epic. Jensen Huang running Intel? This was in May of 2003. Intel would be...
Aug 19, 2025
S
Gelsinger was a "champion" of Larrabee, but he did not lead it or architect it. Doug Carmean was the chief architect. Gelsinger liked...
Aug 19, 2025
hist78 replied to the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be..The IDM model may have been great 20 or 30 years ago, but the world today is very different. Intel and many of its past leaders have...
Like.
https://tspasemiconductor.substack.com/p/the-thermal-frontier-of-bspdn-iitc At the 2025 IEEE ECTC, TSMC unveiled several advanced...
Daniel Nenni replied to the thread How Intel went from iconic chimaker to AI laggard.I worked for Data General right out of college. We had an old DG Nova system at school so I was ready for DG. Plus I loved the book Soul...
user nl reacted to hist78's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with