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T
AMD can't do the same x86/64 license is complicated i would argue the most complicated license in the Semi industry.
Aug 27, 2025
T
There is a vicious circle involved in separating the parts of Intel, which is insoluable. The cash required to do it would be so great...
Aug 27, 2025
T
There's also "silicon fades into a permanent commodity" from a foundry perspective. There is going to be a financial point where...
Aug 27, 2025
T
IDM is noisy
Before splitting up, Intel has no value and will have no choice but to go bankrupt.
Semiconductors should never have been...
Aug 27, 2025
T
There is no more reason that the disruption would come from an existing IDM than it would from a foundry. And every chance if might come...
Aug 27, 2025
M
N2 GAA and then CFET are independent of the substrate base wafer used. So essentially it doesnt matter if it is silicon or anything...
Aug 27, 2025
S
There's also "silicon fades into a permanent commodity" from a foundry perspective. There is going to be a financial point where...
Aug 27, 2025
X
There's also "silicon fades into a permanent commodity" from a foundry perspective. There is going to be a financial point where...
Aug 27, 2025
X
There is a vicious circle involved in separating the parts of Intel, which is insoluable. The cash required to do it would be so great...
Aug 27, 2025
X
Intel has AVX/AV2/AVX-512/AMX and other stuff Intel also has Intel 64 AMD will be left with ISA of 2005 so it's a loss for both mainly...
Aug 27, 2025
X
I guess I don't understand what splitting is. They are already functionally split, different financials, the same as Samsung Foundry is...
Aug 27, 2025
X
True but TSMC, Nvidia, and Apple have been at it for 30+ years. Intel and Samsung foundry are rising from the ashes so they will need to...
Aug 27, 2025
J
One way or another, every government in the world (including the US and Taiwan) supports its own industries. Otherwise, it isn’t really...
Aug 27, 2025
J
I there are two different issues.
1) The Intel investment looks like a win win given what intel needs and the fact that they are not...
Aug 27, 2025
J
No thank you, I do not need your bailout. My Lego empire is thriving on its own. It is very capital extensive but the ROI is well worth it.
Aug 27, 2025
Like.
AMD can't do the same x86/64 license is complicated i would argue the most complicated license in the Semi industry.