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Pat Gelsinger
Disappointing to see this from Sam Altman and the team at OpenAI. What we’re witnessing across AI right now is a test of...
Oct 24, 2025
S
So they had to change their entire cost structure across product and foundry to have a foothold in Mobile?
That's a tall order.
Oct 24, 2025
S
Intel cannot make money on high volume phone chips. Its a different market that is opposite of how Intel does business and opposite of...
Oct 24, 2025
D
which is not true Intel finances are in part due to Outsourcing as well they don't have any products on their own node part of...
Oct 24, 2025
I was going to ask how long this has been prevelant. I remember following the "standard" node naming conventions of Intel, and AMD...
Oct 24, 2025
Half nodes were established due to various cost-related reasons.
This is not just a TSMC issue.
Oct 24, 2025
S
They also raised price on Intel 7/10 CPUs
What IFS charges Intel Products can be made up it's basically having a cheat code and you can...
Oct 24, 2025
M
is it just me or Zisner souded nervous?
Oct 24, 2025
I probably don't qualify as someone who knows what they are talking about, but I'll share my impression anyway. :)
I suspect that...
Oct 24, 2025
That was not his best call.
Oct 24, 2025
exactly
And Intels most successful and profitable products are 10 and 7. And Intel mentioned the effect of 18A on Intels Margins...
Oct 24, 2025
M
I think you need to re-read the transcript. Corporate margins increased with increasing outsourcing this quarter 10 and 7 have the...
Oct 24, 2025
This is not just an Intel problem, it is a foundry problem for fabs that do not have the volumes TSMC does. Samsung has been plagued...
Oct 24, 2025
is it just me or Zisner souded nervous?
Oct 24, 2025
Daniel Nenni posted the thread Pat Gelsinger Disappointed with Sam Altman in SemiWiki Main Forum ( Ask the Experts! ).Pat Gelsinger Disappointing to see this from Sam Altman and the team at OpenAI. What we’re witnessing across AI right now is a test of...
Like.
Intel cannot make money on high volume phone chips. Its a different market that is opposite of how Intel does business and opposite of...
Haha.
