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S
nature paper here https://www.nature.com/articles/s41928-025-01477-0
making big claims for sure. obviously idea/prototype and scalable...
Oct 25, 2025
S
I hope not, but I'm not convinced there are very many potential foundry customers who are interested in a process like 18A. They might...
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
S
The problem with 20A was money and the majority of lineup was N3B anyway so it ended up being cut it didn't make logical or financial...
Oct 25, 2025
B
Who really believes that any acceleration of Fab21 3nm or 2nm or next node materially changes the US's reliance on Taiwan for advanced...
Oct 25, 2025
S
Even if you don't, a node every single year is still impressive. Especially considering how Intel did before Gelsinger came back.
I...
Oct 25, 2025
M
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
M
This is critical imo. I seriously wonder if Intel have figured this out even today. I fear they still don't get this. Maybe Lip Bu does...
Oct 25, 2025
S
Not sure how you define real innovation, but I would argue that since the end of Dennard scaling, every node has required significant...
Oct 25, 2025
It was never my intent to imply that TSMC just rode on Intel's coat tails. The fact that they have moved from being a fast follower to...
Oct 25, 2025
Not sure how you define real innovation, but I would argue that since the end of Dennard scaling, every node has required significant...
Oct 25, 2025
Intel did 4 CEO in 5 Months :)
Oct 25, 2025
A
Not sure how you define real innovation, but I would argue that since the end of Dennard scaling, every node has required significant...
Oct 25, 2025
Intel did 4 CEO in 5 Months :)
Oct 25, 2025
A
It was never my intent to imply that TSMC just rode on Intel's coat tails. The fact that they have moved from being a fast follower to...
Oct 25, 2025
Like.
I hope not, but I'm not convinced there are very many potential foundry customers who are interested in a process like 18A. They might...
Daniel Nenni reacted to Artificer60'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
Haha.
Intel did 4 CEO in 5 Months :)
hist78 reacted to siliconbruh999'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