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That's one way to look at it.
I think the deeper game is it's in Qualcomms interest for Intel to fail and lose it's potential IDM...
Sep 12, 2025
X
That's one way to look at it.
I think the deeper game is it's in Qualcomms interest for Intel to fail and lose it's potential IDM...
Sep 12, 2025
see https://semiwiki.com/forum/threads/qualcomm-ceo-intel-is-not-an-option-today-we-would-like-intel-to-be-an-option.23557/post-92027
Sep 12, 2025
X
He just wants to be polite, and for good reasons.
Sep 12, 2025
X
Was the intended market for 18A in 2021.. "everyone", or was it more HPC focused - where Pat was expecting/hoping to win over...
Sep 12, 2025
He just wants to be polite, and for good reasons.
Sep 12, 2025
S
This exists for every customer? I will not be surprised for AMD/Nvidia though
Sep 12, 2025
M
18A was announced in 2021 as undisputed leader for foundry. Pat thought every customer would sign up and be happy to use Intel. Everyone...
Sep 12, 2025
M
If you watch the video starting around 1:10, Qualcomm CEO Cristiano Amon can’t recall the name of Intel’s node after the Intel 18A.
Sep 12, 2025
K
One more approach - break transformer-based inference into its two different phases (disaggregated inference), like DeepSeek did, then...
Sep 12, 2025
I don't like when I talk to AI when talking to customer care they waste time annoy you I would rather have someone who understands stuff.
Sep 12, 2025
AI/ML is just another tool that has the capability to vastly accelerate progress in many areas including those that have been immune...
Sep 12, 2025
A
TSM changed the entire chip fabrication business from in house to contract manufacturing and I see this structure only expanding in the...
Sep 12, 2025
A
AI/ML is just another tool that has the capability to vastly accelerate progress in many areas including those that have been immune...
Sep 12, 2025
B
I don't like when I talk to AI when talking to customer care they waste time annoy you I would rather have someone who understands stuff.
Sep 12, 2025
hist78 reacted to Xebec's post in the thread Qualcomm CEO: Intel is not an option today. We would like Intel to be an option with
Like.
That's one way to look at it. I think the deeper game is it's in Qualcomms interest for Intel to fail and lose it's potential IDM...
Daniel Nenni reacted to Arthur Hanson's post in the thread Sam Altman predicts AI will take customer service jobs first — and speed up a 'historical' rate of job turnover with