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T
I don't entirely disagree but even gains is performance/watt are slowing down. I think the underlying thesis of a narrowing gap between...
Aug 20, 2025
T
China has a lot of customers. SMIC's ecosystem isn't as large as TSMC's but there are plenty of clients with advanced designs...
Aug 20, 2025
T
Never say never. The reason I have confidence in this is the slowdown in the pace of Moore's law. If leading edge was still doubling...
Aug 20, 2025
T
Intel has no such value
Aug 20, 2025
T
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
T
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
T
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
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
T
I also think some folks here are missing a key point about SoftBank's investment. SoftBank recently spent $6.5B acquiring Ampere, which...
Aug 20, 2025
T
I don't know what Gelsinger really said.
I don't even know if it's true or not, but it's just as expected... As expected, I think it's...
Aug 20, 2025
T
Here is a simple response. If you split Intel the design part will not be competitive with AMD, Nvidia, Amazon, Google, etc... Intel...
Aug 20, 2025
S
IDM is not a good idea unless you cannot get support for the manufacturing required for your field. You need scale and the flexibility...
Aug 20, 2025
IDM or Fabless is all about what makes economic and competitive sense.
For leading edge node I only see two companies where they have...
Aug 20, 2025
D
It's easy to make a chip.
It's hard to make a one that can make money.
Aug 20, 2025
~ Intel is in talks with other large investors to get an equity infusion at a discounted price, sources told CNBC’s David Faber.
~ It...
Aug 20, 2025
Like.
I don't entirely disagree but even gains is performance/watt are slowing down. I think the underlying thesis of a narrowing gap between...
BruceA replied to the thread Opinion: To make IDM 3.0 a success, Intel must make other companies IDM.IDM or Fabless is all about what makes economic and competitive sense. For leading edge node I only see two companies where they have...
hist78 posted the thread Intel in talks with other large investors for equity boost at discount, sources say in SemiWiki Main Forum ( Ask the Experts! ).~ Intel is in talks with other large investors to get an equity infusion at a discounted price, sources told CNBC’s David Faber. ~ It...