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O
I mean Dr. Rasgon has generally been right about Intel.
Thursday at 8:06 PM
"Samsung, with its comparable technologies, better cost structure and, more importantly, the support from a memory business and hence...
Thursday at 8:02 PM
B
Which particular group of Asians are you talking to?
Asia a big place
Thursday at 7:55 PM
Y
I think the biggest issue for Intel , other than their own execution,is they operate in an environment where a lot is promised but very...
Thursday at 7:46 PM
D
As an example. Lisa Su joined AMD at 2012, AMD overtook Intel at 2022 for the first time.
Thursday at 7:42 PM
A
Samsung hasn't had a good yielding process since like 8nm? that was the last time i saw them ship large dies in volume.
Thursday at 7:33 PM
D
Mostly, Asians have a tradition of humility.
They can accept mentally that I’m currently the #3, and that it will take at least 8-10...
Thursday at 7:06 PM
If Bernstein is right than Lip-bu Tan is correct in shutting down IFS. From what I understand , both TSMC and Samsung does quite a bit...
Thursday at 6:17 PM
A
I'm trying to remember the last time Stacy Rasgon had something positive to say about Intel and coming up short. :)
Am I to assume...
Thursday at 6:09 PM
"Intel says it hopes to begin making chips with its 14A technology in 2028 or 2029. Given the ramp-up time it takes for new...
Thursday at 6:07 PM
If Intel is split into Intel Products and Intel Foundry, one or both may have a higher chance of survival. On the other hand, keeping...
Thursday at 6:01 PM
S
FWIW, We have a preview of that with Arrow Lake and Lunar Lake.
Lunar Lake is relatively good, but Arrow Lake has been pretty...
Thursday at 5:24 PM
S
Who would buy Intel Foundry? And for how much? I cannot think of any qualified buyers, more qualified than having Lip-Bu run it as it is...
Thursday at 5:22 PM
T
I don't think just throwing away the IdM will not solve the problem.
Thursday at 5:15 PM
T
In the first place, when LBT doesn't quit IDM or IFS, I think the direction of the will itself is the same as the PAT.
And Intel Also...
Thursday at 5:14 PM
hist78 replied to the thread Bernstein: World needs a TSMC alternative—and this name is best positioned."Samsung, with its comparable technologies, better cost structure and, more importantly, the support from a memory business and hence...
Like.
Samsung hasn't had a good yielding process since like 8nm? that was the last time i saw them ship large dies in volume.