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S
Just a few top of mind thoughts.
Be more incremental about fab development, rather than dramatically over-spending on CAPEX.
Design a...
Oct 25, 2025
T
It is my personal opinion that Intel Foundry is working to change their operational model so that they can show this degree of...
Oct 25, 2025
P.S. Thought of this post when I saw this on elsewhere: :)
Oct 25, 2025
S
Toshiba was the first to demonstrate a Gate-All-Around (GAA) transistor in 1988. And Samsung was the first to achieve volume production...
Oct 25, 2025
E
Glad you cleared the air, intel was first for every innovation. If Intel was to go away the world will be left with a bunch of half...
Oct 25, 2025
S
Maybe Intel did not think about it long enough. Because rather obviously someone else did manage to do it. I do not see TSMC heading...
Oct 25, 2025
S
Intel is also first to GAA+BSPN in HVM as for advanced packing Intel has also made breakthrough what about Glass Substrates and Silicon...
Oct 25, 2025
S
Glad you cleared the air, intel was first for every innovation. If Intel was to go away the world will be left with a bunch of half...
Oct 25, 2025
C
Maybe Intel did not think about it long enough. Because rather obviously someone else did manage to do it. I do not see TSMC heading...
Oct 25, 2025
Toshiba was the first to demonstrate a Gate-All-Around (GAA) transistor in 1988. And Samsung was the first to achieve volume production...
Oct 25, 2025
I’d like to hear what @MKWVentures thinks since he was there.
From my perspective as an outsider, I believe Intel could have...
Oct 24, 2025
E
But Paul Otellini and many Intel leaders should have realized that if Intel didn’t change, its partners and customers eventually would...
Oct 24, 2025
S
Maybe Intel did not think about it long enough. Because rather obviously someone else did manage to do it. I do not see TSMC heading...
Oct 24, 2025
Like.
Just a few top of mind thoughts. Be more incremental about fab development, rather than dramatically over-spending on CAPEX. Design a...
Xebec replied to the thread Pat Gelsinger Disappointed with Sam Altman.P.S. Thought of this post when I saw this on elsewhere: :)
hist78 replied to the thread Not Just Numbers: How TSMC’s “Small-Step, Fast-Run” Strategy Became Its Secret Weapon Against Samsung and Intel.Toshiba was the first to demonstrate a Gate-All-Around (GAA) transistor in 1988. And Samsung was the first to achieve volume production...
