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Interestingly researched story and very well presented by Asianometry on The End of American Lithography (produced Oct 27, 2023).
Also...
Aug 20, 2025
C
EXACTLY: Intel can have competitive products again. LBT will fix the issues. Plus not having to deal with churn caused by IFS capacity...
Aug 20, 2025
C
The Softbank investment could be a trojan horse...
I doubt Softbank is making a passive investment. They likely want to push Intel to...
Aug 20, 2025
I do not buy these counsels of despair.
If Intel design is as weak as people keep suggesting (their supposition, not mine), it won't...
Aug 20, 2025
TSMC has collaborated with many companies to optimize their products—AMD, Broadcom, Qualcomm, MediaTek, Ampere Computing, Nvidia, Apple...
Aug 20, 2025
M
EXACTLY: Intel can have competitive products again. LBT will fix the issues. Plus not having to deal with churn caused by IFS capacity...
Aug 20, 2025
Why would the entire semiconductor industry, including supply chains, customers, and even Intel’s competitors, wait for Intel to figure...
Aug 20, 2025
M
I do not buy these counsels of despair.
If Intel design is as weak as people keep suggesting (their supposition, not mine), it won't...
Aug 20, 2025
T
I do not buy these counsels of despair.
If Intel design is as weak as people keep suggesting (their supposition, not mine), it won't...
Aug 20, 2025
D
1. They only can take selected customers, and I bet the list isn't long. Arm, Apple, and Nvidia, Qualcomm (maybe but I guess they will...
Aug 20, 2025
X
The problem was at the chip level, where read latency was about 350ns, which poorly compares to DRAM. I think write latency was in the...
Aug 20, 2025
D
a fabless Intel without a dedicated foundry partner is doomed for failure. It may work six years ago when AMD launched Zen, and Intel...
Aug 20, 2025
D
1. Because only IDM can still afford the cost of doing foundry at leading edge.
2. If you look at Intel and Samsung, they have one...
Aug 20, 2025
M
If its Hollywood Insider, Bloomberg, or The Sun..... its totally unreliable. :ROFLMAO: :LOL: You get more accurate tech news in the NY...
Aug 20, 2025
C
Seems like all of these comments make two assumptions:
1) Intel must exist. Everyone must make adjustments so Intel can exist
- I do...
Aug 20, 2025