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A friend of mine is rebidding a corporate laptop purchase agreement for a company, dealing with 3 major OEMs. The pricing and patterns...
Feb 4, 2026
And a short follow-up when I asked how Gemini came to this distribution: here it's "reasoning":
The estimate that Intel currently...
Feb 4, 2026
If you want a really accurate number for tool shipments, Most sell side analysts have a tracker that looks at shipments by locations...
Feb 4, 2026
I don't think what TSMC is doing is quite equivalent to Intel's 14++++ execution. Each + for Intel 14nm actually decreased transistor...
Feb 4, 2026
D
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 4, 2026
A
With AI/ML advancing at breakneck speed, will the percentage of compute use shift more and more to the data center model? How will this...
Feb 4, 2026
E
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 4, 2026
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 4, 2026
I
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 4, 2026
S
I hate the way they always pick a comparison that makes something look artificially good -- why isn't the comparison A14 vs. N2P, which...
Feb 4, 2026
I
I hate the way they always pick a comparison that makes something look artificially good -- why isn't the comparison A14 vs. N2P, which...
Feb 4, 2026
S
problem is small volume won't justify 14A it needs big volume also i think that 28 risk production is for external and 27 for Internal
Feb 4, 2026
That's what LBT says at 51:40
LBT clearly has two major concerns regarding 14A, the variability of the yield and the IP availability...
Feb 4, 2026
S
Yes, sir. Back to the future. :rolleyes:
Feb 4, 2026
S
I guess they are talking about Eric Demers who joined Intel last month? Excellent hire by Lip-Bu...
Feb 4, 2026