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I get that idea, but all estimates show Intel 7 cost = TSMC N7 price meaning it is way too high - TSM could easily drop the price of N7/N6 and squash any Intel + UMC competition - they clearly have the margin to do it as well.
I don't know how Intel would be able to pull off an Intel 6...
Although I do agree the vast majority should run on TSMCN3B, here are the links proving some does run on Intel 3:
https://www.intel.com/content/www/us/en/products/sku/241859/intel-core-ultra-7-processor-265u-12m-cache-up-to-5-30-ghz/specifications.html...
AMD will never fab on an Intel process. Let's be real and honest here. That's why Intel products has to win over the Playstation/Xbox console teams with their architecture. That is why their GPU offerings at Intel actually will matter - when Sony and MS are looking at the generation later...
MJ's comment about not going after products unless they get a 50% gross margin seems like this would preclude Intel from doing consoles. Not the best idea, at least in my view.
Here's the thing: Intel's software support teams are massive and Intel has contributed significantly to many open standards. I do think that Intel would be willing to provide extended support and that they would point directly to their ecosystem support - Microsoft and Sony shouldn't really be...
Not completely that - Legally, Britain couldn't actually do anything because they'd be in the wrong if they didn't hand back the portion of Hong Kong that was leased to them for 99 years - Taiwan seems a different case, because they interpret themselves as the "One China", while with the British...
This is a very unique situation - after seeing the PR and internal first message - and also seeing Ian talk about it in real time about what he heard on his podcast () makes me think that Intel might just commit to fab. Let's see how the board plays out - if Frank Yeary steps down and out of the...
Seconding what MKW said - so long as you go in knowing who and what you're dealing with - China in general can be easier to work with. Of course they try to steal your stuff, take your IP: so you must be smart about what risks you take when you outsource to China.
Businesses work with China...
Subtract the 1.1 billion in grants from the CHIPS act and you get -3.4 billion, they have not improved that much. Plus, we should also subtract at least 1.1 billion from their Q1 numbers as they received another grant in January this year. As for how the current administration handles the grants...
Intel's product design teams are good, no doubt about it - but are they really worth that much? Historically, when Intel design and process were good, Intel hit the ball out of the park - but they often relied on their foundry process nodes to stay ahead - so how good are they actually...
QC, NVDA, and others are all for the existence of "Not TSMC" business. Intel will win that business first - it won't be massive, but the Not TSMC group will throw Intel a few bones, especially at 18A. Intel already has confirmed that they should have an external customer taping out on 18A in...
My two cents here: The flagship DC products are just like flagship products - for show, and low volume. The arguments about Diamond Rapids vs whatever massive 384 core single socket AMD CPU are a bit overblown (I feel) - it doesn't matter as the price of memory is going to be insane for those...
It is certainly interesting if you look at mobile chips in the way that Intel seems to be releasing them.
Intel Core Ultra is a dumpster fire of a brand - but (speculation on my part) maybe it was renamed because Pat wanted to focus on getting the Tick-Tock strategy going again.
Core Ultra 100...
Rabbit out of their hat? Perhaps, but I would not call their work complete until products on 18A have come out. Intel 10nm came out late in 2019, Intel 7nm (now Intel 4 and 3) barely launched (late again) at the end of 2023/Q1 2024, and Intel 5nm (20A and 18A) is due to launch 1H 2025, and will...
The question is whether Intel was doing Intel CPU + GPU or if they were partnering with Nvidia. If they were working with Nvidia, then they wouldn't have have nearly as much leverage on pricing - and I don't think Intel would be willing to subsidize Nvidia's profits and take a loss just to load...
I mean... the article notes backwards compatibility issues, pricing, and I noticed that it said the decision was made in 2022. 2022 was also the year that Intel ARC GPUs came out and flopped. Sony probably made their decision based upon ARC's horrible performance and game compatibility at...
Do you know about why AXG was essentially nerfed and Raja was fired? Supposedly he was lying to the rest of the company and after ARC gpus were finally released a year behind schedule AND having software that was clearly only half-baked, Intel finally decided to pull the plug on funding AXG. All...
