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S
He stated that 18A will be a modest ramp in 2026. Intel 7 is currently the volume leader for both PC and DC processors.
That stacked...
Aug 29, 2025
V
History suggests that “laggard alliances” rarely close the gap.
examples by ChatGPT
DRAM: NEC+Hitachi → Elpida (1999) collapsed...
Aug 29, 2025
B
Brady replied to the thread
The Fall of Intel .
I was just kidding, but you’ve described program managers very accurately.
But, very good program managers can make or break a...
Aug 29, 2025
B
He stated that 18A will be a modest ramp in 2026. Intel 7 is currently the volume leader for both PC and DC processors.
That stacked...
Aug 29, 2025
S
TSMC to Intel Port will take time don't know exact time but if someone Tapes out in 2026 You can add 14-18 Months from Tape out date to...
Aug 29, 2025
M
He stated that 18A will be a modest ramp in 2026. Intel 7 is currently the volume leader for both PC and DC processors.
That stacked...
Aug 29, 2025
M
There are no significant 18A customers. So the plan is for 2nd wave customers. So 2028 Is the plan for external customers .....
Which...
Aug 29, 2025
S
I think Gemini hallucinated, but also is 2027-2028 for full 18A volume actually that far off? I thought when Gelsinger presented that...
Aug 29, 2025
M
Maybe it's just me but the other thread about new hiring trends at Intel caused me a small epiphany.
Things look bleak there right now...
Aug 29, 2025
M
"
Ross Clark Seymore
Is Diamond Rapids something that you hope closes the gap? It's better than Granite, but it doesn't get you to...
Aug 29, 2025
B
Samsung has a very weak packaging story and TSMC will not package Samsung die so what choice did they have? Intel has a great packaging...
Aug 29, 2025
B
The Jets and Panthers (of Foundry) will share information on how to win a Superbowl.
Sarcasm aside: The is a actually a good...
Aug 29, 2025
B
I think Gemini hallucinated, but also is 2027-2028 for full 18A volume actually that far off? I thought when Gelsinger presented that...
Aug 29, 2025
B
Suggest you follow Xebec's advice and actually watch it before forming such definitive opinions.
Aug 29, 2025
M
Two IDMs with foundry ambitions pretend to be brothers and sisters, all while wrestling with their own messy internal and external...
Aug 29, 2025
Like.
He stated that 18A will be a modest ramp in 2026. Intel 7 is currently the volume leader for both PC and DC processors. That stacked...