20% uplift is what I expect to see from Raptor lake to Arrowhead lake. mtl on desktop being canceled paves hte way for more fab time towards laptops which are undoubtably an intel strong point even now because amd can't churn out the volume required by odms.
Sunny Cove is a horrible incremental design, made all the worse because of how long it took after Skylake. Willow Cove and Golden Cove tried to plaster over that mistake, but with mixed results.
It was widely reported that the layoffs might be 20%. But I could see how people focus on just the 10% number and not the full effect of that.
OK, will do whatever your asking for, so, let me call you: crazy old man.
Not widely reported. That number comes from a rather disreputable blogger, based on simple estimates of opex expenses. No one seems to know what the real percent is, and Intel's apparently not saying even internally. Which of course makes people assume the worst.
I hope this will be true but I highly doubt it. We really do not know what Intel has under their sleeve so I would not even consider calling you a crazy old man. If you turn out to be correct then I will be the crazy old man
On the basis of implementing bspd and gaafet intel will be first.there's a lot of hullaballoo of dlvr working on desktop and being improved through revisions allowing more headroom at the same or similar power envelopes. IFS cutting wafer pricing low enough but still making a small profit due would slowly leach customers from tsmc. If there's a small performance difference between them and TSMC the customers will pick intel on costs basis alone. they can maintain their end customer msrps while paying less giving them larger margins. tsmc's future node development lies mostly with their government and their large customers like apple. remember gelsinger said he'd love to get apple back, but at ifs because he knows Apple won't bother going x86 again. If apple bails most of their wafers from tsmc intended for desktop computers where apple may need to increase power/ lose efficiency to keep an edge over x86 and keep efficiency sensitive platforms at tsmc like the ipad, cpus destined for the mba and the iphone then tsmc will need to ask their government for more assistance to keep the same level of research going. That's not cheap.I hope this will be true but I highly doubt it. We really do not know what Intel has under their sleeve so I would not even consider calling you a crazy old man. If you turn out to be correct then I will be the crazy old man
Congrats, you have more common sense, or at least more morals, than MLID does. Of course those numbers are BS. Though this is very funny in context.
I wouldn't say that, not that it's a high bar or anything. It's his typical 95%+ complete garbage, but there are a few kernels of truth. I'm amused that he actually found the Beast Lake name, for example.
Which parts are off the mark in your view:
I have no desire to play the leak game. But the Beast Lake name is real. That detail, at least, I will confirm. He's also got something with the ARL SKUs, but doesn't appear to have any idea how to interpret the information he's given. Though of course, a heaping helping of BS throughout.
???????????????
It depends how badly you've managed to f*** up the design and whether anything is salvageable. This was a regular occurrance at one company i worked at because there was no good communication and good ground work laid out. always a rush to get something out the door. they've historically had many lay offs due to poor performance periods. i was victim to one of those many years ago. i hold no grudge, karmas doing them right in. not x86 less complexity
Wait until you hit your late fourties and fities you'll be leaking then. on what basis is the name real or what he got right with arrow lake? based on your prior posts I don't suspect you work for Intel but obviously with one of the partner companies or do you know people in the know? cmon exist, give us the juicy details mate.
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