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A
The "Logic" here has holes you can drive a bus through. It completely fails to take into account how Intel operates the Oregon fab...
Feb 4, 2026
S
Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly...
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
B
Obviously 14A is not ramping, Obviously nothing is going into Fab62 (Fab 52 is not fully tooled out yet). I will give it credit for...
Feb 4, 2026
K
FYI - summing the low end of this distribution gives 305, high end gives 332. And that doesn't include R&D scanners at IMEC and Albany...
Feb 4, 2026
Note: to be less confusing to my fellow blogges, here is my revised edition:
Yes, Intel missed this golden opportunity (and many other...
Feb 4, 2026
B
And the post greatly exaggerates what I wrote, it makes out that BSPD (especially Intel) is pretty much unusable except for HPC -- the...
Feb 4, 2026
K
It's probably complicated, but a few guesses/thoughts:
- It's a brand new node, Mobile is usually first production on a node because...
Feb 4, 2026
B
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
K
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
S
In spite of the labels, for real applications isn't Intel 14A (with BSPD) really competing against TSMC A16 (N2P+SPR, maybe a year...
Feb 4, 2026
Yes, Intel missed this golden opportunity (and many others). I almost feel as if there is a curse placed on Intel.
Nanya Technology, a...
Feb 4, 2026
M
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
Because it’s an almost six‑hour conference video, I used Google NotebookLM to create the following briefing report:
Cisco AI Summit...
Feb 4, 2026
Nice to see LBT speak about IF at CISCO AI summit yesterday, he starts around 48 minutes:
It seems no more uncertainty about 14A, it...
Feb 4, 2026
Like.
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Haha.
Obviously 14A is not ramping, Obviously nothing is going into Fab62 (Fab 52 is not fully tooled out yet). I will give it credit for...
hist78 replied to the thread Softbank Corp, Intel announce memory chips collaboration.Note: to be less confusing to my fellow blogges, here is my revised edition: Yes, Intel missed this golden opportunity (and many other...
