Recent content by macdodger

I'm curious why Anton, who I think is one of the best tech writers, failed to include in his analysis the impact of AMD's $5B in AI GPU sales in the 2H24 vs Intel's now less than $500M in Gaudi sales. None of which was likely in their Q324 numbers. It is fair to say that both GPU and CPU...

This group should know the answer to this simple question. Is Intel using High NA or Low NA EUV to build 18A in Chandler. And if it's Low NA why did they move their Low NA tools recently from Oregon to Ireland and not to Chandler. And if it's High NA were they being dishonest or just cute when...