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T
Maybe there are people who want to participate in the X86 ecosystem.
For Intel and AMD, it may become a future rival in some fields, but...
Aug 19, 2025
T
No matter how old the manufacturing equipment is, it would be good if it could be sold as a mature process.
Most of the semiconductors...
Aug 19, 2025
X
To be fair -- Re: TSMC - Intel was a much smaller company and made a huge loss in 1986, when the discussions likely happened. (Intel...
Aug 19, 2025
T
I've seen that, when I see people who are actually involved in the semiconductor industry, there aren't many people complaining about...
Aug 19, 2025
X
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
X
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
Like.
If we look back, Intel has missed many incredible opportunities over the years. I would argue that this is the inevitable result of...