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O
I also wonder about where the yields will be for these new processes at Intel with respect to AMD. Rumor is that AMD's desktop N2 chip...
Friday at 2:07 PM
O
Intel 18A-P looks impressive - 9% more speed even at a lower voltage (0.76V --> 0.75V).
"Improved Thermal Conductivity by 50% sounds...
Friday at 2:03 PM
M
If Elon Musk doesn't like the rules and practices of the public stock market, he should keep his venture private.
Friday at 1:49 PM
The market is certainly free to invest or not :)
EDIT: FWIW, there are quite a few market companies in similar situations with respect...
Friday at 1:37 PM
I thought that too, until I saw the linked article and heard some of the recent murmurs about these companies approaching IPOs. I think...
Friday at 1:36 PM
K
If Elon Musk doesn't like the rules and practices of the public stock market, he should keep his venture private.
Friday at 12:53 PM
M
Cause Intel doesn't have a good product on Intel 3 for client purpose.
Intel needs to have products DC products on 18A/AP there is none...
Friday at 12:34 PM
K
I thought that too, until I saw the linked article and heard some of the recent murmurs about these companies approaching IPOs. I think...
Friday at 12:27 PM
S
Cause Intel doesn't have a good product on Intel 3 for client purpose.
Intel needs to have products DC products on 18A/AP there is none...
Friday at 12:19 PM
M
One other item:
In past comments, I said intel had this problem of people wanting 7nm product and not Intel 3 product. And Intel cannot...
Friday at 12:08 PM
If Elon Musk doesn't like the rules and practices of the public stock market, he should keep his venture private.
Friday at 11:56 AM
B
Some notes on foundry:
revenue went up 800M YOY based on higher wafer prices for 18A, Intel 3 wafers.
Costs went up 900M YOY based on...
Friday at 11:30 AM
B
Regarding new foundry customers:
Timothy Arcuri: Thanks a lot. Lip Bu, I wanted to ask about the evolution of your foundry model. You...
Friday at 11:29 AM
B
During the call, DZ said,
"Intel Foundry operating loss in Q1 was $2.4 billion, improved $72 million quarter-over-quarter as better...
Friday at 11:28 AM
Interesting - I didn't realize the inference side of the business was actually even above breaking even. The last time I deeply...
Friday at 11:27 AM
Like.
If Elon Musk doesn't like the rules and practices of the public stock market, he should keep his venture private.
Xebec replied to the thread SpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy.The market is certainly free to invest or not :) EDIT: FWIW, there are quite a few market companies in similar situations with respect...
hist78 replied to the thread SpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy.If Elon Musk doesn't like the rules and practices of the public stock market, he should keep his venture private.