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M
They're probably not that much worse than nanosheet devices, which are already worse then FinFETs for self-heating because they have...
Aug 20, 2025
T
That's right, I'm sorry
Except for political reasons, no advanced Fab is required except for TSMC
Incompetence is not required
As...
Aug 20, 2025
T
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
T
Interesting ideas! The shared investment and governance piece is probably more of a double-edged sword: Companies would need to invest...
Aug 20, 2025
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
Like.
They're probably not that much worse than nanosheet devices, which are already worse then FinFETs for self-heating because they have...