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If we look back, Intel has missed many incredible opportunities over the years. I would argue that this is the inevitable result of...
Aug 19, 2025
X
I'm out of the joke loop here -- Optane seems to be good tech, but marketed poorly and poorly understood, so it never found it's market...
Aug 19, 2025
X
I remember a few senior architects at Lockheed Martin were 100% convinced that Xeon Phi would take over ALL server duties in the future...
Aug 19, 2025
T
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
T
And yet to succeed at foundry on the leading edge, you need that customer zero to work with while the node is still in development. I...
Aug 19, 2025
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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 19, 2025
X
Reminds me of Boeing.
Aug 19, 2025
T
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
T
that's a little too harsh. Intel still holds x86 and all its patents. That's gotta be worth something
Aug 19, 2025
T
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
T
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
T
I don't get it why are you against IDM Model like I have said choices and business decision matters not IDM.
The only part I agree with...
Aug 19, 2025
T
The return on invested capital kind of shows what happens when you go from at-sufficent-scale to sub-scale in the fab/foundry business...
Aug 19, 2025
T
It's an easy choice when one of your suppliers costs less, delivers better performance, and is easier to work with. It's especially...
Aug 19, 2025
T
Hopefully everyone at Intel who thought it was a good idea to attack Apple are gone. Apple could easily move the M5 chip to Intel...
Aug 19, 2025