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Everyone has been treating Intel as a turnaround story. What if it’s not a scheduled airline — but a charter, and Musk is the one filing the flight plan? Not just Tesla. Companies like Microsoft, Google, Meta, and Oracle are all designing their own silicon now, and their AI infrastructure depends on it. And yet they remain dependent… Read More
Now that the dust has settled, I will give you my take on the Intel Foundry event. Some might call me a semiconductor event critic as I have attended hundreds of them over the last 40 years starting with the Design Automation Conference in 1984. Foundry events are my favorite because they really are the pulse of the semiconductor industry,… Read More
