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T
I thought the sanders was Jerry Sanders founder of AMD.
Aug 21, 2025
I
And so did I, I've worked with/for both fabless and IDM -- but those days are gone, because the cost of developing a leading-edge...
Aug 21, 2025
I thought the sanders was Jerry Sanders founder of AMD.
Aug 21, 2025
S
I thought the sanders was Jerry Sanders founder of AMD.
Aug 21, 2025
T
These are new DIMMs called MRDIMM for 8800MT/s. They have a Mux on the DRAM itself for this entire purpose...
Aug 21, 2025
E
Amazon AWS uses Intel Xeon, AMD EPYC, and AWS Graviton, Trainium, and Inferentia. It would be vary helpful to compare their performance...
Aug 21, 2025
S
These are new DIMMs called MRDIMM for 8800MT/s. They have a Mux on the DRAM itself for this entire purpose...
Aug 21, 2025
E
"...delivering the highest performance and fastest memory bandwidth among comparable Intel processors in the cloud."
Note lack of...
Aug 21, 2025
E
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 21, 2025
E
EXACTLY: Intel can have competitive products again. LBT will fix the issues. Plus not having to deal with churn caused by IFS capacity...
Aug 21, 2025
E
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 21, 2025
E
Seems like all of these comments make two assumptions:
1) Intel must exist. Everyone must make adjustments so Intel can exist
- I do...
Aug 21, 2025
E
The problem for Intel is that it's increasingly difficult for any IDM to compete with TSMC as far as process/IP/PDCO is concerned -- not...
Aug 21, 2025
Will be interesting to see how LBT and Yeary pitch the INTEL business case to Wall Street's bankers.
And if these WS-Bankers will Walk...
Aug 21, 2025