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K
What Could Go Wrong With This ?
Under the new system, if a company pledged to build one million chips in the U.S., it would...
Sep 26, 2025
F
Questions: Whatever happened to the IFS separation.
Separate board
They should have a separate CEO
Separate finances?
There are some...
Sep 26, 2025
K
We'll have to see how Amazon does with Rainier and Anthropic...
Sep 26, 2025
K
If Google wanted to sell the TPU as a chip they would have to also commercialize their proprietary networks. IMO, that would be a...
Sep 26, 2025
B
I have not heard a word about it since Lib-Bu took the CEO job. I really do think Lip-Bu is looking to maximize Intel shareholder value...
Sep 26, 2025
I agree on the BoD, two is a waste of time and money.
IFS is separated as a business unit. Once it is successful it can be spun out...
Sep 26, 2025
I don't think a separate BoD will accomplish anything. In the US, most BoDs are populated by useless, non-expert members. Yes-people...
Sep 26, 2025
B
3D DRAM by 2030 is the stated plan.
Sep 26, 2025
C
This is silly. The numbers were reported in the 2025 3Q Earnings Report. It is typically frowned upon for CEOs & companies to lie...
Sep 26, 2025
According to what I was told one 5200 system has already been shipped, to Intel hopefully.
Pat Gelsinger had said HNA-EUV will be...
Sep 26, 2025
The EUV and DUV masks should be recognizably different. The High-NA mask is probably not finalized yet.
Sep 26, 2025
Fred became Frank here 🤣🤣
Sep 26, 2025
High-NA is expected to have a more complicated mask arrangement: https://euvlitho.com/2023/P11.pdf
Sep 26, 2025
K
Who would buy it ? And would they buy the chips, the racks, or what ? TPUs aren't useful without the whole superPod environment...
Sep 26, 2025
K
I see the TPU as the only serious data center hardware from a hyperscaler. Google TPUs are only one component of entire large scale...
Sep 26, 2025
Like.
Questions: Whatever happened to the IFS separation. Separate board They should have a separate CEO Separate finances? There are some...
Daniel Nenni replied to the thread Intel splashes more cash on ASML’s magic machines.I agree on the BoD, two is a waste of time and money. IFS is separated as a business unit. Once it is successful it can be spun out...
Haha.
I don't think a separate BoD will accomplish anything. In the US, most BoDs are populated by useless, non-expert members. Yes-people...