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Half nodes were established due to various cost-related reasons.
This is not just a TSMC issue.
Oct 24, 2025
D
Pat Gelsinger
Disappointing to see this from Sam Altman and the team at OpenAI. What we’re witnessing across AI right now is a test of...
Oct 24, 2025
D
NGL, I was taken aback by the comment that 18A will not be margin accretive until end of 2026! I now think he was talking about the...
Oct 24, 2025
D
They also raised price on Intel 7/10 CPUs
What IFS charges Intel Products can be made up it's basically having a cheat code and you can...
Oct 24, 2025
They also raised price on Intel 7/10 CPUs
What IFS charges Intel Products can be made up it's basically having a cheat code and you can...
Oct 24, 2025
Pat Gelsinger
Disappointing to see this from Sam Altman and the team at OpenAI. What we’re witnessing across AI right now is a test of...
Oct 24, 2025
S
So they had to change their entire cost structure across product and foundry to have a foothold in Mobile?
That's a tall order.
Oct 24, 2025
S
Intel cannot make money on high volume phone chips. Its a different market that is opposite of how Intel does business and opposite of...
Oct 24, 2025
D
which is not true Intel finances are in part due to Outsourcing as well they don't have any products on their own node part of...
Oct 24, 2025
I was going to ask how long this has been prevelant. I remember following the "standard" node naming conventions of Intel, and AMD...
Oct 24, 2025
Half nodes were established due to various cost-related reasons.
This is not just a TSMC issue.
Oct 24, 2025
S
They also raised price on Intel 7/10 CPUs
What IFS charges Intel Products can be made up it's basically having a cheat code and you can...
Oct 24, 2025
M
is it just me or Zisner souded nervous?
Oct 24, 2025
I probably don't qualify as someone who knows what they are talking about, but I'll share my impression anyway. :)
I suspect that...
Oct 24, 2025
That was not his best call.
Oct 24, 2025
Xebec reacted to tomatoma's post in the thread Not Just Numbers: How TSMC’s “Small-Step, Fast-Run” Strategy Became Its Secret Weapon Against Samsung and Intel with
Like.
Half nodes were established due to various cost-related reasons. This is not just a TSMC issue.
Daniel Nenni reacted to siliconbruh999's post in the thread Intel Reports Third-Quarter 2025 Financial Results with