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E
If I were Nvidia or Apple sized, I'd be wary of being required to buy from a monopoly permanently going forward
Friday at 7:09 PM
E
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 7:07 PM
E
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 7:07 PM
R
So you put someone with experience in companies like Qualcomm or NXP as the head of the Intel server business? Fail move if I ever saw...
Friday at 6:49 PM
C
After Bill McLean retired a few yrs ago Bill’s IC Insights of Scottsdale, AZ ( in the thick of things ) was bought by TechInsights of...
Friday at 5:22 PM
S
I don't like when I talk to AI when talking to customer care they waste time annoy you I would rather have someone who understands stuff.
Friday at 4:57 PM
S
I think Pat said the PDK was really delayed before he left.
Friday at 4:54 PM
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 4:53 PM
S
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 4:53 PM
S
Not my strong suit, but according to my good friend google. "semiconductor cell libraries with different heights offer distinct power...
Friday at 4:52 PM
S
One more approach - break transformer-based inference into its two different phases (disaggregated inference), like DeepSeek did, then...
Friday at 4:51 PM
Samsung is an IDM as well and even more complex than Intel
Friday at 4:51 PM
S
So you put someone with experience in companies like Qualcomm or NXP as the head of the Intel server business? Fail move if I ever saw...
Friday at 4:50 PM
S
Lip-Bu Tan
Excited to welcome my good friend and well respected engineering leader, Kevork Kechichian to Intel Corporation! Kevork has...
Friday at 4:49 PM
X
But they did come, although they also left... The issue was, at least if we are to believe Zinsner, that 18A yields were simply rubbish...
Friday at 4:31 PM
Like.
If I were Nvidia or Apple sized, I'd be wary of being required to buy from a monopoly permanently going forward
hist78 reacted to siliconbruh999's post in the thread Qualcomm CEO: Intel is not an option today. We would like Intel to be an option with