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T
Agreed - not impossible, if Intel had gotten a foundry going in the mid-to-late 2000s, (my guess is) TSMC would have been a bit slower...
Jul 28, 2025
T
Fundry business is likely to be larger than architecture issues.
In reality, it takes time for Apple's in-house designed A4 to come...
Jul 28, 2025
T
Can we not make this thread political ? 😅.
Jul 28, 2025
K
Intel needs to nail the 14A PPA and the TTM should be at least half a year before TSMC A14 considering 14A Risk Production is 2027 also...
Jul 28, 2025
X
Agreed - not impossible, if Intel had gotten a foundry going in the mid-to-late 2000s, (my guess is) TSMC would have been a bit slower...
Jul 28, 2025
T
It can be said that it is a marketing term.
Rather than calling it a rule, I agree with the rule of thumb and observation results.
Jul 28, 2025
T
As I remember it Moore's Law was an observation not a law per say. Now it is a marketing term.
Jul 28, 2025
T
Intel needs to nail the 14A PPA and the TTM should be at least half a year before TSMC A14 considering 14A Risk Production is 2027 also...
Jul 28, 2025
T
Come to think of it, I wonder if Intel is involved in the process design in the UMC 12nm?
Jul 28, 2025
S
Intel needs to nail the 14A PPA and the TTM should be at least half a year before TSMC A14 considering 14A Risk Production is 2027 also...
Jul 28, 2025
T
It is quite difficult to adapt Intel's old nodes for industry use. They have several collaborations going on (with UMC, for example)...
Jul 28, 2025
T
Can we not make this thread political ? 😅.
Jul 28, 2025
T
It's better not to underestimate him...
LBT's career should be seen
where he belonged to in the past
Jul 28, 2025
S
I expected Intel Foundry to flop from the get go. Intel has been half-assedly trying at it for years with pathetic results. IBM and AMD...
Jul 28, 2025
T
I enjoyed reading this LBT quote from an analyst call regarding 2Q25 results:
Seriously? Did LBT help create the foundry industry? I...
Jul 28, 2025
Like.
Agreed - not impossible, if Intel had gotten a foundry going in the mid-to-late 2000s, (my guess is) TSMC would have been a bit slower...