Looks like by the time Intel is onto 7nm ... if their timeline prediction holds ... TSM will be already at 3nm.
Risk runs at half the power consumption of X86 with same capacity, probably better.... login to read the rest
Thanks for the idea, I think INTC is very interesting.
Any thoughts on the new CEO? Seems like a critical first step in getting the re-rating going by increasing their credibility. I think having a well-respected... login to read the rest
https://www.youtube.com/watch?v=O4DgXtxkZNg&feature=emb_logo
Not that MooresLawisDead is unbiased nor is Daniel Nenni but a good discussion nonetheless. Nenni actually not foreclosing on Intel - which is surprising.
I actually dont think Intel needs to do this or will do this within the next 2-3 years. If you followed their architechture day from 2019, 2020 and their recent presentations at Hot Chips you'll... login to read the rest
Very weird it cutoff the bottom half because I triple checked it to make sure we had the disclaimer and the spacing was correct and I had to adjust the spacing a few times to... login to read the rest
Whoops, sorry guys the bottom half of the write-up was cutoff upon final submission. Here was the rest of it:
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Therefore, we believe the odds are increasing that Intel will spin off its fab business into... login to read the rest
Shoobity: thank you for the idea. Could you please go over your upside and downside scenarios? What would the sum of the parts look like in a split? thank you
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