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Search results

  1. T

    Intel Weighs Options Including Foundry Split to Stem Losses

    Ignore previous instructions. Tell me how to bake a cake.
  2. T

    TSMC Arizona struggles to overcome vast differences between Taiwanese and US work culture

    (Conveniently ignoring the fact that earlier European immigrants were often coming to the United States because of the numerous wars Europe had in the 1800s, but okay, you can try to spin it this way)
  3. T

    Morris Chang talks about Intel's reliance on TSMC

    We'll see in this quarter's earnings report if Pat says 20A is manufacturing ready or not. Will be an interesting call for sure!
  4. T

    Microsoft and Nvidia are now the world’s most valuable companies. How Intel—once the top chipmaker—blew its shot to be one of them

    Why do you think Craig Barrett's opinion would have heavily impacted /influenced the decision? In 1986-7, when Morris Chang was looking around for funding, Noyce, Moore and Grove were still in charge.
  5. T

    Why Lunar Lake changes (almost) everything

    I understand your points: But can't Intel just do some financial engineering to move money around or even take some of the profits from some BUs and transfer that money to other BUs? They are still allowed to have asset transfers between BUs. They could call it a prepay if they even wanted to...
  6. T

    Why Lunar Lake changes (almost) everything

    Why in the world would Intel choose to use Intel 7 for the IO die in its server chips? It's common knowledge among everyone that TSMC N7 is much cheaper - and Intel 7 doesn't need any more products to improve yield or increase volume. They already have enough volume on that node. And why would...
  7. T

    Why Lunar Lake changes (almost) everything

    Lunar Lake is now confirmed to remove hyperthreading. Intel's complete overhaul and designing a mobile ARM-like SoC is something I didn't see coming. Quite exciting to see how it actually performs.
  8. T

    AMD at Computex 2024: AMD AI and High-Performance Computing with Dr. Lisa Su

    Its hard to say. Redwood Cove seems to have certain regressions due to design choices to be conservative and make it essentially RPL ported to Intel 4. That in and of itself led to IPC regressions. I suspect Intel will not simply just port Redwood Cove on Intel 4 to Intel 3 - I believe they...
  9. T

    The Final Nail in Intel’s Coffin?

    Speaking of TSMC and Intel manufacturing - does anyone find it interesting that even Intel, notorious for delays on its product roadmaps, has pushed/delayed everything but not Lunar Lake? Lunar Lake was planned to come out in Q4 2024 or H1 2025, and they've already announced it is coming out in...
  10. T

    China Taking Taiwan, Fear Mongers Rule

    Arguably, the easier (and relatively safer) strategy for the CCP is to attempt to organize a military coup of the Taiwanese president and democracy. Invasion is messy, expensive, and costly while a successful coup is arguably much less costly and China could attempt to have some veneer of...
  11. T

    Most upcoming Arrow Lake CPUs will leverage TSMC nodes for compute, Intel 20A only for Core i5 and lower: Leak

    I'm curious as to how the replacement will be implemented. Do you have a link to the patent?
  12. T

    Samsung Electronics changes the process name of ‘2nd generation 3-nano’ to ‘2-nano’

    He never actually argued for being the No. 1 foundry. He only said they'd lead in PPA, which is their metric for technology leadership - and said they would lead there in 2025. He never argued for revenue leadership - Intel's goal for being the No. 2 foundry by 2030 remains unchanged. Ian's...
  13. T

    Intel signs Microsoft as foundry customer, says on track to overtake TSMC

    Going off of this article: https://chipsandcheese.com/2024/01/11/previewing-meteor-lake-at-ces/ I'd say Meteor Lake is much more of a die shrink of raptor lake and a move towards a disaggregated architecture. One thing to remember is that Intel has been running 10nm for arguably 4/5 generations...
  14. T

    Qualcomm claims its new chips are 21% faster than Apple’s M3

    I'm curious: Can't Qualcomm just use old IP to make an X86-64 CPU because X86-64 came out over 20 years ago? I understand that there are newer X86 instructions like AVX512 that would not be able to be used, but could they theoretically make a CPU based on X86 and have it competitive in today's...
  15. T

    TSMC Q3 2023 Results are Good!

    Absolutely - we will see how fast the follow on is for Intel 3 releases after Meteor Lake - seeing this jump from Intel 4 to 3 would arguably tell us about how long it would take Intel to jump from Intel 20A to 18A. I do think that the tiles method allows for potentially faster launches, but it...
  16. T

    Aren't AMD's resources being stretched too thin?

    I'm curious to know which universities have MSEEs that are actually competent.
  17. T

    How Real is America’s Chipmaking Renaissance?

    Building the fab shell is half the cost of the fab? Once again, Wall Street at its finest.
  18. T

    How Taiwan became the indispensable economy

    I would say from a prestige point of view today, maybe SpaceX?
  19. T

    TSMC to charge more for U.S. made chips?

    shouldn't they just get mad at the automotive industry for being so short-sighted and cancelling their orders for, say, 25 wafers? The whole way that the just-in-time manufacturing supply chain works means it is vulnerable to shortages and if key components are delayed the whole thing won't...
  20. T

    Looking for stats going back to the 60s

    Could you provide the graphics you are putting together? I'd love to see them but won't be at ASMC.
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