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S
That was Laker from SpringSoft that gave cadence a lot of heart burn. Unfortunately, 6 months after Synopsys acquired Springsoft...
Oct 25, 2025
K
This is critical imo. I seriously wonder if Intel have figured this out even today. I fear they still don't get this. Maybe Lip Bu does...
Oct 25, 2025
K
Similar research by IBM - any bets on when it makes it into real world use ...
Oct 25, 2025
A
20A did serve a purpose though. It was largely Intel 3/4 with backside power. So 20A allowed Intel to debug BSPD prior to adding the...
Oct 25, 2025
One experience I had Lip-Bu and foundries was when he first joined Cadence. TSMC did not have a great relationship with Cadence at that...
Oct 25, 2025
T
Not sure how you define real innovation, but I would argue that since the end of Dennard scaling, every node has required significant...
Oct 25, 2025
T
ICF was Intel Custom Foundry - the previous iteration of Intel attempting to establish an external foundry business. Believe it ran from...
Oct 25, 2025
T
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
C
The technogrift of phase change memory strikes again! Surprised this isn't an IBM paper.
Oct 25, 2025
S
The problem with 20A was money and the majority of lineup was N3B anyway so it ended up being cut it didn't make logical or financial...
Oct 25, 2025
S
nature paper here https://www.nature.com/articles/s41928-025-01477-0
making big claims for sure. obviously idea/prototype and scalable...
Oct 25, 2025
S
I hope not, but I'm not convinced there are very many potential foundry customers who are interested in a process like 18A. They might...
Oct 25, 2025
S
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
S
The problem with 20A was money and the majority of lineup was N3B anyway so it ended up being cut it didn't make logical or financial...
Oct 25, 2025
B
Who really believes that any acceleration of Fab21 3nm or 2nm or next node materially changes the US's reliance on Taiwan for advanced...
Oct 25, 2025
Like.
This is critical imo. I seriously wonder if Intel have figured this out even today. I fear they still don't get this. Maybe Lip Bu does...
Daniel Nenni replied to the thread Pat Gelsinger Disappointed with Sam Altman.One experience I had Lip-Bu and foundries was when he first joined Cadence. TSMC did not have a great relationship with Cadence at that...