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ChrisWu's latest activity
C
My view is that Intel has been struggling with 4 concurrent challenges:
1) Historically, the traditional Innovators Dilemma. The same...
Apr 12, 2024
C
Fascinating. Selecting the Arm V2 cores... no multithreading. Also, the Titanium strategy linked in the announcement doesn't make a...
Apr 9, 2024
C
@Maximus
Intel revenue is 300M per quarter including packaging and sales of masks and equipment. external wafer revenue is less than...
Mar 27, 2024
C
IMO: historically, graphic chips used N-0.5 node.
Mar 22, 2024
C
Pretty sure it was timing. N4 was ready, N3E was not. Blackwell was not an easy chip to design so they needed a stable PDK/process from...
Mar 22, 2024
C
Just a couple of notes:
" I think we have most of the top 20 customers on the foundry side running test chips with us. "
Very good...
Mar 8, 2024
C
I don't think we're disagreeing here... ;-)
One problem is that "PPA" is too simplistic -- if one process is better on all three counts...
Mar 4, 2024
C
It's funny that it said Intel would take TSMC capacity from others including AMD. Not even close. Intel did a prepay for N3 capacity and...
Feb 23, 2024