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someone posted this on twitter below the tweet
Jun 1, 2026
K
Apple's hardware has become very popular for running local models because of the unified memory.
Jun 1, 2026
F
Apple's hardware has become very popular for running local models because of the unified memory.
Jun 1, 2026
K
My understanding is that NVidia had this stuff locked up many months ago because there is precisely 1 company in Japan that makes it...
Jun 1, 2026
M
The “Not TSMC” market does exist, but it is limited to the foundry business. In my opinion, Intel’s most challenging and risky problem...
Jun 1, 2026
The “Not TSMC” market does exist, but it is limited to the foundry business. In my opinion, Intel’s most challenging and risky problem...
Jun 1, 2026
I think LBT did a great summary on this. First window was clearly missed for 18A.... everyone looked.... everyone passed. there is a lot...
Jun 1, 2026
M
I'm honestly curious what these are going to do that the Co-Pilot+ PCs can't already do..
Jun 1, 2026
M
I think LBT did a great summary on this. First window was clearly missed for 18A.... everyone looked.... everyone passed. there is a lot...
Jun 1, 2026
M
the revenue would indicate that there are no large volume packaging projects for other companies in production as of Q1 2026. I am sure...
Jun 1, 2026
K
I'm guessing that these chips can run far more capable local models and agents than Co-Pilot, but in Windows environment. Up to 128GB...
Jun 1, 2026
Wonderful! I can upgrade my Burger King lunch to celebrate this achievement.
In your opinion, is Intel at risk of being a little too...
Jun 1, 2026
Do you know of any large volume Intel advanced packaging projects for external customers that have already been delivered?
You brought...
Jun 1, 2026
M
I cant give exact numbers but, no, we cannot assume yield is 70% to 80% today. But your equation is correct. you are on the right...
Jun 1, 2026
0.30 (initial yield) * 1.07^12 = 67.57%
0.35 (initial yield) * 1.07^12 = 78.83%
Can we assume that Intel's 18A yield has reached...
Jun 1, 2026
Like.
someone posted this on twitter below the tweet
hist78 replied to the thread Morgan Stanley reports Intel 18A yield at 50%.The “Not TSMC” market does exist, but it is limited to the foundry business. In my opinion, Intel’s most challenging and risky problem...