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Ooak8292 replied to the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads.Is this licensed ARM cores like Mediatek? OS? Apps? Software moat? They developed x86 Android back when they were doing contra revenue...
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OExcept that Apple's cores would be superb for data center usage. Look at the numbers they get for verilator compared to anyone else...
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Ooak8292 replied to the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads.When you say ‘mobile’ is this Intel U parts or actually 100 million smartphone parts. Back on 14 nm they ramped on U parts and defined...
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Ooak8292 replied to the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads.The biggest customer for this type of pipe cleaning is Qualcomm. Qualcomm has a run rate of 800 million die per year and uses multiple...
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OYeah, it was pretty obvious to people like me who focus more on how business models affect markets that the ARM licensing model when...
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Ooak8292 replied to the thread Question Intel's future after Pat Gelsinger.It seems like it really does come down to AI. intel’s recent growth was servers for cloud. CCG was stagnant, other than a pandemic...
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OТrue. Jim Keller mentioned it in his interview. He told us some very interesting things about his work at Apple. Starting from 55:25.
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Ooak8292 replied to the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads.It is a large ‘low’ volume die. The non-recurring engineering and mask costs needs to be recovered. X86 volumes are not keeping up...
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Ooak8292 reacted to Doug S's post in the thread Question Intel's future after Pat Gelsinger with
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Being a good engineer does not make one a good CEO of a multi billion dollar company. Being "just" an engineer without any real aptitude... -
Ooak8292 replied to the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads.Intel is foundry first. Robert Caldwell a retired Intel architect made a presentation in 2013 at Hot Chips about the focus at Intel...
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Ooak8292 replied to the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads.Apple, AMD and Nvidia all built businesses on what was generally considered ‘inferior nodes’. It has only been in the last couple of...
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Ooak8292 replied to the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads.I would say that Intel’s wafer supply has never been as complex as it is today. I believe they have a multi year wafer supply agreement...
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Ooak8292 reacted to Meteor Late's post in the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads with Like.
I heard here that Pat's whole plan and legacy was all about 18A, that this would be his hallmark and main priority and what defines his...
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Ooak8292 replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].They have said it costs more and yes it will be more expensive and probably a lot lower volume in wafers. It will be interesting to see...
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Ooak8292 replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].From Ian’s interview. “Q: So if somebody chooses the A16 node, do they have to take the Super Power Rail with it? A: A16 by definition...
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