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X
Could there be a scenario where they stop logic development but keep going on memory? not quite as dire?
Friday at 9:24 AM
X
"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...
Friday at 9:21 AM
Agreed. Stacy says it like it is, great guy.
Do you really see Lip-Bu staying at Intel without manufacturing? He was hired to save the...
Friday at 9:16 AM
"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...
Friday at 9:10 AM
Y
I get your point. But I remember reading about there was a time the industry ( or is it IBM)mandating a second source x86 manufacturer...
Friday at 9:10 AM
Wait till you see the cost impacts for 18A and the impact of the joint venture.... there is no happy ending to the 18A spending...
Friday at 9:10 AM
I would be nice for customers if there was a leading foundry like TSMC. But TSMC moved ahead based on skill and execution, So you cannot...
Friday at 9:06 AM
I would list these as expected "Retirements" .... shaking up the expected areas. I still remember referencing Kaizad's papers decades...
Friday at 9:04 AM
Gary Patton, who was the former CTO at GF and the executive in charge of design enablement, is one of the executives listed.
SAN...
Friday at 9:03 AM
Here is the ChatGPT version:
Summary: OpenAI Secures $8.3 Billion in Funding at $300 Billion Valuation (August 1, 2025)
OpenAI has...
Friday at 9:02 AM
"OpenAI has raised $8.3 billion at a $300 billion valuation, months ahead of schedule, as part of its plan to secure $40 billion in...
Friday at 9:02 AM
Y
So is the shake up the first part of that change ?
Friday at 9:01 AM
READING, U.K. – April 25, 2025 – Aion Silicon (formerly Sondrel), a premier ASIC/SoC architecture and design partner, today announced...
Friday at 8:53 AM
Here is the ChatGPT version:
Summary: OpenAI Secures $8.3 Billion in Funding at $300 Billion Valuation (August 1, 2025)
OpenAI has...
Friday at 8:47 AM
P
I would list these as expected "Retirements" .... shaking up the expected areas. I still remember referencing Kaizad's papers decades...
Friday at 8:30 AM
Like.
"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...
Daniel Nenni replied to the thread Intel’s potential exit from advanced manufacturing puts its Oregon future in doubt.Agreed. Stacy says it like it is, great guy. Do you really see Lip-Bu staying at Intel without manufacturing? He was hired to save the...
hist78 reacted to MKWVentures's post in the thread Bernstein: World needs a TSMC alternative—and this name is best positioned with