Recent content by Failnaught

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    News Intel 2Q24 Financial Results

    Designing a real, serious product on TSMC might even be a good idea: you get flexibility if the fab really doesn’t work out, and you gain valuable experience working with a foundry as a customer. If you rotate some of those design engineers to the foundry side, they will better understand what...
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    News Intel 2Q24 Financial Results

    I lost track: Lunar Lake is made by TSMC. What is the next CPU fabbed on an Intel process and when is it coming? I suppose this will give a (optimistic) indication of how confident Intel is in their own manufacturing. Whatever happened to their GPU line? Are they close to competitive, and what...
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    Speculation: Intel will become fabless

    Yes, completely agree! But it means the new Intel manufacturing company will be in the game for leading edge nodes (in my opinion), even though they will probably need to become independent of Intel chip design, because otherwise nobody would trust them as a neutral partner. Of course it's...
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    Question [WSJ] Intel in talks to buy GloFo

    Will they ever get back to the leading edge? That will take some skill and luck. Could they? Why not? AMD won back the performance crown after years of being nearly insolvent. Sure, they made smart decisions and executed like the grim reaper, but that's what Intel needs to do now. Will they try...
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    The anti-crypto thread

    it's funny how there's X amount of Bitcoin, ever, because it is hardcoded into the design. But then there's Ethereum, Doge, Lite, XMR, .............. It's like saying, there's ever going to be 10 gold plated cups. Ever. Get your one of a kind gold plated cup. Oh by the way, if cups don't float...
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    Question [WSJ] Intel in talks to buy GloFo

    Could it be that Intel doesn't even know what they want to do? For a while they couldn't find a CEO with any kind of technical background (Swan was the first CEO from the business side, I think, and publicly said he doesn't want the job). Then some senior technical people left and/or were let...
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    The anti-crypto thread

    But doctors do MRI with those Si chips. Engineers design bridges with them. Journalists get tips with them. We can predict the weather and send probes to the outer solar system, all because of computer chips. It's not just hobby stuff and blasting aliens. And even blasting aliens is enjoyable in...
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    Discussion Intel leading customer for TSMC 3nm?

    I'm trying to learn, I'm not in the industry, please forgive the noob question. What is the thing that you must learn in mass production that you cannot learn at small volume, R&D stage? To draw the analogy, is it like a clinical trial where you need huge population/test numbers to find the...
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    Discussion Intel leading customer for TSMC 3nm?

    I feel like Intel has better place to put their money than getting into a spending war with Apple, of all people. Like a serious stock buyback boost to their R&D labs.
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    Discussion Intel leading customer for TSMC 3nm?

    It would make sense if Intel has low confidence in its fab capabilities beyond 10nm, and they are trying to get out of the leading edge fab business, like GlobalFoundries. If true then this would completely reshape the company. If they can buy the secret sauce from TSMC and successfully...
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    Discussion Intel leading customer for TSMC 3nm?

    There is news that Intel is the co-leading customer on the TSMC 3nm node, with Apple. Did they manage to outflank AMD on process technology? What are they going to make on this node? https://asia.nikkei.com/Business/Tech/Semiconductors/Apple-and-Intel-become-first-to-adopt-TSMC-s-latest-chip-tech
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    The anti-crypto thread

    all those Chinese industrial mining factories getting shut down... those cards must go somewhere, right? They can't all be ASICs for Bitcoin that's not useful for anything else.
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    Discussion Intel - the cost of BACKPORTING

    So what is the reason for the low performance on a technical level? Is it big physical dies don't perform well (but Xeon is big and does fine)? Or it was half-baked and not optimized to the 14nm process in some way?
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    News [Bloomberg] Samsung Considers $10 Billion Texas Chipmaking Plant, Sources Say

    Taiwan will be fine. It's hopeless to militarily capture Taiwan. China will face serious diplomatic isolation afterwards. I can think of only Russia which openly annexed Crimea, and there was a huge uproar. Among people who actually live in Crimea, they overwhelmingly supported it. This won't...
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    News Investors pushing Intel to split off manufacturing

    seems like these guys are still deciding... https://www.bloomberg.com/news/articles/2021-01-08/intel-talks-with-tsmc-samsung-to-outsource-some-chip-production