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B
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 8:29 PM
B
As SpaceX prepares for a public debut at a valuation targeting US$1.75 trillion, new regulatory filings have revealed a corporate...
Friday at 7:36 PM
B
They do seem very busy of late , I assume they running high capacity usage on what I see in our system.
Usually a good sign for their...
Friday at 7:34 PM
Intel is helping Elon Musk build a foundry operation that will compete directly with Intel’s own product division and foundry services...
Friday at 7:16 PM
The move widens TSMC’s lead over Samsung, as Intel also presses into the foundry market
TSMC increases 2nm and 3nm production by 20%...
Friday at 7:10 PM
F
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 5:15 PM
X
The gap to AMD is 80-90b.
Friday at 4:23 PM
Indeed, the pace of the stock turnaround is clearly much, much faster than any real turnaround. The Intel supertanker is turning, but...
Friday at 4:23 PM
lets see what AMD reports out. IMO, Intel Products should be worth more than AMD (Higher revenue and margin). Even thought AMD has AI...
Friday at 4:23 PM
X
Printed 500b
https://semiwiki.com/forum/threads/could-intel%E2%80%99s-foundry-be-worth-500-billion.24926/
Friday at 4:09 PM
T
Indeed, the pace of the stock turnaround is clearly much, much faster than any real turnaround. The Intel supertanker is turning, but...
Friday at 3:57 PM
T
lets see what AMD reports out. IMO, Intel Products should be worth more than AMD (Higher revenue and margin). Even thought AMD has AI...
Friday at 3:44 PM
The move widens TSMC’s lead over Samsung, as Intel also presses into the foundry market
TSMC increases 2nm and 3nm production by 20%...
Friday at 3:34 PM
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 2:14 PM
O
Currently, Intel has 70% of the DC unit sales, but only 58% of the DC revenue. It seems like Intel is currently purchasing market...
Friday at 2:11 PM