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Samsung 3nm had no customers due to a horrible PDK so 3nm was later renamed to Samsung 2nm. In my opinion Intel was first to HVM with...
Oct 25, 2025
K
Just a few top of mind thoughts.
Be more incremental about fab development, rather than dramatically over-spending on CAPEX.
Design a...
Oct 25, 2025
K
Waymo does about 25% of the rideshare pickups in San Francisco with a fairly small number of cars. In my son’s neighborhood (Dolores...
Oct 25, 2025
K
Self-driving at least has a known path to resolution - if roads were actually consistently and properly marked correctly.. I think it...
Oct 25, 2025
K
Nope. You can't effectively govern multi-national entities. In fact in the 25 years since I've met Pat, the only thing I can remember...
Oct 25, 2025
K
OpenAI should not get into erotica but not for the reasons discussed here, but for the same reasons YouTube does not get into erotica -...
Oct 25, 2025
O
Thank you for the detailed and thoughtful answer. Do you think it’s too late now for Lip-Bu Tan to start engaging small foundry...
Oct 25, 2025
S
It is rather obvious. Cambricon's sales revenues collapsed after being put in the Entity List in 15 December 2022, losing access to the...
Oct 25, 2025
E
They tried it with ICF ... those companies that signed up became victims of a cruel joke. The best part is that basically the same...
Oct 25, 2025
B
"On the evening of August 26, Cambricon released its semiannual report, revealing a 2025 first-half operating revenue of 2.881 billion...
Oct 25, 2025
S
Just a few top of mind thoughts.
Be more incremental about fab development, rather than dramatically over-spending on CAPEX.
Design a...
Oct 25, 2025
T
It is my personal opinion that Intel Foundry is working to change their operational model so that they can show this degree of...
Oct 25, 2025
P.S. Thought of this post when I saw this on elsewhere: :)
Oct 25, 2025
S
Toshiba was the first to demonstrate a Gate-All-Around (GAA) transistor in 1988. And Samsung was the first to achieve volume production...
Oct 25, 2025
E
Glad you cleared the air, intel was first for every innovation. If Intel was to go away the world will be left with a bunch of half...
Oct 25, 2025
Daniel Nenni replied to the thread Not Just Numbers: How TSMC’s “Small-Step, Fast-Run” Strategy Became Its Secret Weapon Against Samsung and Intel.Samsung 3nm had no customers due to a horrible PDK so 3nm was later renamed to Samsung 2nm. In my opinion Intel was first to HVM with...
Like.
Just a few top of mind thoughts. Be more incremental about fab development, rather than dramatically over-spending on CAPEX. Design a...
Xebec replied to the thread Pat Gelsinger Disappointed with Sam Altman.P.S. Thought of this post when I saw this on elsewhere: :)