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S
Personally, I think the issues is that both were arrogant and had a business model based on being the dominant leader and people had to...
Sep 12, 2025
S
In 2021 Pat said Intel had 100 customers in the pipeline including 2 signed customers. They said Qualcomm was a customer. Then qualcomm...
Sep 12, 2025
S
Exactly they should hire someone from AMD/Nvidia not QCOM/NXP who doesn't have a DC Business
Sep 12, 2025
S
So you put someone with experience in companies like Qualcomm or NXP as the head of the Intel server business? Fail move if I ever saw...
Sep 12, 2025
L
IP shut-out, plus you need an EUV system to test out the pellicles.
Sep 12, 2025
L
There are two reasons that yields can be rubbish. First is that your process development was a failure and you never get it off the...
Sep 12, 2025
A
There are two reasons that yields can be rubbish. First is that your process development was a failure and you never get it off the...
Sep 12, 2025
A
Completely agree, Intel missed the PDK window for 18A. By the time they were where they needed to be the TSMC ship had sailed. If...
Sep 12, 2025
A
I think Pat said the PDK was really delayed before he left.
Sep 12, 2025
E
If I were Nvidia or Apple sized, I'd be wary of being required to buy from a monopoly permanently going forward
Sep 12, 2025
E
I’ve always felt that Intel’s IDM business model is too complicated to manage. There are many serious internal and external conflicts of...
Sep 12, 2025
E
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
R
So you put someone with experience in companies like Qualcomm or NXP as the head of the Intel server business? Fail move if I ever saw...
Sep 12, 2025
C
After Bill McLean retired a few yrs ago Bill’s IC Insights of Scottsdale, AZ ( in the thick of things ) was bought by TechInsights of...
Sep 12, 2025
S
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
Like.
Personally, I think the issues is that both were arrogant and had a business model based on being the dominant leader and people had to...