Recent content by ikjadoon

Two perhaps more palatable ideas have been suggested by Stratecherry. First, with the reality: [Step 1: spin of Foundry; let it be run independently: even as Lip Bu Tan said, nobody wants to fab at their competitor's fab] [Step 2: force the fed gov't to do purchase gurantees, not subsidies]...

That is fair; I don't mean 18A fabs are literally empty , but all the capex that Intel put into fabs designed for 18A and yet zero major external customers. Intel annual capital expenditures: Pre-Gelsinger average is roughly $15.3B / year. Using that as 100%: 2018-2020 avg: $15.3 B / yr -...

This is a 10-Q filing. Every company writes down every possible risk to avoid getting sued later on that they didn't disclose a risk they were aware of. This section is not written by management nor bean-counters nor even the CEO. This "Risk Factors" is written by lawyers. It's likely someone...

This claim simply does not compute. Are Samsung & TSMC building brand-new fabs purely on the hope customers will come? No. They waited until current fabs were near capacity, confirmed demand with signed contracts, and then decided to expand. Intel's fabs are empty of external customers...

My pessimistic, but perhaps realistic assumption: Intel has known for some time that Arrow Lake on 20A would never ship. The disclosure is the slow drip of Intel's execution problems. :( Big fanfare → vague positive news → suddenly dead as the launch date nears. My first thought is: "Intel...

What makes you think Broadcom leaked this to Reuters? I might expect this to be an Intel leak. Intel is letting go 15,000 employees & with Intel stock as it is, I imagine some Intel (ex) employees are neither that loyal nor that protective about Intel any more. // "Meaningless" is a little...

That's a good question. I don't think any Arm GPUs have ever shipped on Windows PCs. Immortalis G715: late 2022, up to 16 cores Immortalis G720: late 2023, up to 16 cores Immortalis G925: late 2024, up to 24 cores I think only MediaTek uses the Immortalis GPUs these days. Geekerwan reviewed...

Wow. So it's really that bad. Intel 13th & 14th gen are now infamous CPUs; people are going to remember this for a long time. Good that Intel is finally doing it, but this should've been Intel's stance on Day 1. I must imagine that AMD, Apple, Qualcomm, Arm, etc.—at least financially—are...

The source article for anyone wondering: https://www.bnnbloomberg.ca/qualcomm-microsoft-lean-on-ai-hype-to-spur-pc-market-revival-1.2093992.amp.html

Unfortunately, it’s not just Apple, though they are—by far—the worst offender. Microsoft Surface, Lenovo ThinkPad, Lenovo ThinkBook, Dell gaming laptops, etc. are all still selling $1000+ 8GB models in the US (at least at Best Buy)...

Man, can people not wait a few weeks? We’re so close. A virtual machine puts too much burden on a system for performance benchmarks. Plenty of validated cross-platform native ARM64 benchmarks between macOS and Windows. PugetBench, Cinebench, Geekbench, Speedometer, etc. Why not run those? //...

They actually start at $999, so unsure where the headline got $1099 https://www.microsoft.com/en-us/store/configure/surface-laptop-7th-edition/8tq2hq5xxkj9 X Plus, 16GB RAM, 256GB SSD - $999 // Plenty of Intel / AMD laptops are $1000+ without a dGPU, though. That isn't a Qualcomm-specific...

1.2 TB is not much, honestly. At home (no cloud backups yet): 1.59 TB / month average At work (with cloud backups): 1.58 TB / month average We'd be throttled every month under T-Mobile :( // for some hard data https://openvault.com/wp-content/uploads/2024/02/OVBI_4Q23_Report_v3.pdf 21.6%...

That must be very annoying. We used to have a lot of outages with Spectrum (but not daily, though; maybe monthly?), but after we complained for months, Spectrum re-ran the line and gave us Spectrum's newer DOCSIS 3.1 modem (which is free, we later found out), it's been rock-stable. We've had...

Spectrum (and all other cable ISPs) are absolutely being squeezed out by FWA on the low-end and fiber on the high-end. Usually both are cheaper than Spectrum's standard rates, so Spectrum is in a lose-lose situation here. // Thus, it makes sense why Spectrum is losing internet customers left...