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S
Samsung is an IDM as well and even more complex than Intel
Friday at 10:24 AM
S
I’ve always felt that Intel’s IDM business model is too complicated to manage. There are many serious internal and external conflicts of...
Friday at 10:02 AM
C
I’ve always felt that Intel’s IDM business model is too complicated to manage. There are many serious internal and external conflicts of...
Friday at 9:59 AM
X
I’ve always felt that Intel’s IDM business model is too complicated to manage. There are many serious internal and external conflicts of...
Friday at 9:16 AM
S
That's one way to look at it.
I think the deeper game is it's in Qualcomms interest for Intel to fail and lose it's potential IDM...
Friday at 9:04 AM
I’ve always felt that Intel’s IDM business model is too complicated to manage. There are many serious internal and external conflicts of...
Friday at 8:51 AM
That's one way to look at it.
I think the deeper game is it's in Qualcomms interest for Intel to fail and lose it's potential IDM...
Friday at 8:40 AM
X
That's one way to look at it.
I think the deeper game is it's in Qualcomms interest for Intel to fail and lose it's potential IDM...
Friday at 8:39 AM
see https://semiwiki.com/forum/threads/qualcomm-ceo-intel-is-not-an-option-today-we-would-like-intel-to-be-an-option.23557/post-92027
Friday at 8:38 AM
X
He just wants to be polite, and for good reasons.
Friday at 8:38 AM
X
Was the intended market for 18A in 2021.. "everyone", or was it more HPC focused - where Pat was expecting/hoping to win over...
Friday at 8:37 AM
He just wants to be polite, and for good reasons.
Friday at 8:35 AM
S
This exists for every customer? I will not be surprised for AMD/Nvidia though
Friday at 8:33 AM
M
18A was announced in 2021 as undisputed leader for foundry. Pat thought every customer would sign up and be happy to use Intel. Everyone...
Friday at 8:09 AM
M
If you watch the video starting around 1:10, Qualcomm CEO Cristiano Amon can’t recall the name of Intel’s node after the Intel 18A.
Friday at 7:54 AM
Like.
I’ve always felt that Intel’s IDM business model is too complicated to manage. There are many serious internal and external conflicts of...
hist78 replied to the thread Qualcomm CEO: Intel is not an option today. We would like Intel to be an option.I’ve always felt that Intel’s IDM business model is too complicated to manage. There are many serious internal and external conflicts of...