Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=94056
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2021770
[XFI] => 1050270
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
S
R&D has never been a problem at Intel. Getting the right products out in the right timeframe is the Intel problem. As I have mentioned...
Sep 7, 2025
R&D has never been a problem at Intel. Getting the right products out in the right timeframe is the Intel problem. As I have mentioned...
Sep 7, 2025
M
In terms of overall business scale, AMD is unlikely to surpass Intel before 2028—unless its AI-related product lines gain significant...
Sep 7, 2025
S
Intel puts more Capex and R&D though so there is that AMD just don't take that big of risk in terms of Volume
Sep 7, 2025
S
Intel will do more than $50B is revenue this year. AMD is still $20B behind Intel. I would not bet against Lip-Bu Tan. He has not been...
Sep 7, 2025
Intel will do more than $50B is revenue this year. AMD is still $20B behind Intel. I would not bet against Lip-Bu Tan. He has not been...
Sep 7, 2025
C
Yes, it’s a tough situation for a latecomer like Intel Foundry.
On the other hand, we need to understand that Intel must maintain...
Sep 7, 2025
C
If we divide Intel’s 700,000 yearly wafer capacity by two (for fabs 52 and 62) and then by 12 months, each fab can make about 30,000...
Sep 7, 2025
C
Or we could say that fabless companies should not expect foundries like TSMC or Intel to shoulder the multibillion dollar investment...
Sep 7, 2025
C
The Chips act is not a subsidy for the company. it was never intended for that. It was to get factories in the US. They could have...
Sep 7, 2025
S
In my opinion, he was played by politicians and peer companies—or perhaps misled by his own beliefs. He mentioned a "whale" customer...
Sep 7, 2025
S
In 2022, there was an Intel engineer who was running for Congress and as part of his campaign, he tried to push for a unionization drive...
Sep 7, 2025
S
I think he meant good products and in recent years only LNL/GNR fits in that category ARL-H/HX is fine in Mobile they haven't released a...
Sep 7, 2025
According to Reuters, the Dutch supplier of advanced chipmaking equipment is poised to become the largest shareholder in the French...
Sep 7, 2025
Like.
R&D has never been a problem at Intel. Getting the right products out in the right timeframe is the Intel problem. As I have mentioned...
Daniel Nenni replied to the thread Intel may sell part of Intel Foundry in the future - Intel at Citi 2025 Global TMT Conference.R&D has never been a problem at Intel. Getting the right products out in the right timeframe is the Intel problem. As I have mentioned...