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S
It's pretty simple N2 is outright better on PPA according to Intel products and they need that to compete so they went with N2 for high...
Mar 5, 2026
I
https://semiwiki.com/forum/threads/intel-at-morgan-stanley-conference-2026-mar-04.24677/
Mar 5, 2026
Lack of fab capacity will get even worse if they succeed in attracting any decent-volume foundry business... ;-)
Mar 5, 2026
It's worth noting that AI so far only has 'second hand' input to understand the world. No direct experience, and what it does "know"...
Mar 5, 2026
I
Exactly!
Side note: perhaps we should wait until Fab 52 is loaded to half of planned production capacity before we say 18A is ramped...
Mar 5, 2026
B
Exactly. GO INTEL!
Mar 5, 2026
I
I don't now what the TPU die size is but I expect it'll be pretty big, implying a KGD cost of several hundred dollars. In which case...
Mar 5, 2026
All I can say is -- I'll believe it when I see it. Going by human beings, "understanding" the world is much more difficult than is often...
Mar 5, 2026
The current proposal to fundamentally remedy LLM hallucinations is to move away from LLMs to "World Models". Yann Lecun thinks this...
Mar 5, 2026
K
Since 2025 Intel has now got Panther Lake into mass production in 18A, which gives customers confidence that they can actually deliver...
Mar 5, 2026
The problem is that to fix hallucinations you have to know that you're having them, and the problem with AI is that nobody -- including...
Mar 5, 2026
https://www.reuters.com/business/broadcom-rallies-it-touts-more-than-100-billion-ai-chip-sales-2027-2026-03-05/?
Mar 5, 2026
The cost equation was much easier for fabless companies that sell the chips versus Google that uses them internally. How much money does...
Mar 5, 2026
K
Exactly. GO INTEL!
Mar 5, 2026
That's true, but it doesn't get round the problem that all AI today -- however well trained and used -- is prone to occasional...
Mar 5, 2026
Xebec reacted to IanD's post in the thread Intel has manufacturing capacity issues. They may take years to fix. with
Like.
Lack of fab capacity will get even worse if they succeed in attracting any decent-volume foundry business... ;-)
Daniel Nenni replied to the thread I'm having trouble understanding Broadcom's claimed AI revenue results and projections.https://www.reuters.com/business/broadcom-rallies-it-touts-more-than-100-billion-ai-chip-sales-2027-2026-03-05/?