Recent content by Jimbojan

On the board does not make him understand what is going on in the design team, or the politics of Intel inside.

We need a guy who understand Intel's internal structure and design team, Tan has no idea about intel, it will take him a long time to understand, the board is screwed up.

I totally agree, the board is the problem, not Pat Gelsinger.

Isn't Intel doing 3nm? Thus, Intel's product is far more power efficient; going into 18A, no one can compete, not even ARM's product, like Apple's

The new board members are worthless as they cannot do anything about what Intel does.

Intel board should be fired, not Gelsinger.

Intel wasn't able to produce product ahead of AMD’s in the 3Q24, but now, Intel got its instability issue solved, plus, its server chips is again ahead of AMD’s, Intel should get back to its volume leader again. No more losing share from here on.

Intel's revenue is better than AMD's, it makes more money than most the companies. The only problem Intel has now is to invest heavily, because the foundry, but the investment is not lost, these investment values will be able to recover when Intel uses its foundry to make the chips for itself...

Because Gaudi 3 is faster with better performance and power efficiency.

I am sorry, Intel will be more power efficient than AMD's (4nm TSMC) if Intel is using its 3nm fab. If Intel is doing 128 core at 3nm now, it will use 18A in 2H24, AMD will be at least 6 months behind Intel. When Intel was doing 7nm, AMD was using 5nm TSMC, the server chips were about even in...

All AMD proposed are doing by all others, there is no magic to it.

Intel is about to gain share in every market as its technology is getting ahead of TSMC, ( so, it will be ahead of AMD since AMD relies on TSMC for its fab). As Intel's Ultra Cores are ahead already, so will its Server market. Although Intel is investing a large sum of Capex now, it will not...

Intel may have lost its server shares due to its 10nm chip, but it will be gaining share from Intel 4 and Intel 3 in 2024. When the server chips are upgraded to Intel 3, it will be more power efficient than most AMD's and those from ARM. AMD was able to use TSMC 7nm and now 5nm to gain share...

AMD has little earnings, according to its financial statement, its assets value increased only by $260M in last quarter, which is far less than its GAAP earnings 44c ($420M), yet its share price is in the 180s; while Intel is making higher earnings, share price is in the 40s. AMD's revenue and...

I am sorry, AMD will never gain any significant shares in AI, as most data center companies are making their own chips, also Intel is making its next generation server and accelerators with scale, it is more power efficient than AMD's 5nm chip. Intel is moving to Intel 4 and Intel 3, data Center...