Recent content by thestryker

That literally means nothing at all with regards to operation. They can absolutely run the business without having a singular majority.

Clearly you didn't read either article if you think that's what this is about so here's a quote: Also if you think Intel retains majority what would other stakeholders have?

The following note from Lip-Bu Tan was emailed to all Intel Corporation employees on March 12, 2025: https://newsroom.intel.com/corporate/lip-bu-tan-remaking-our-company-future

Any recovery happening this year would be due to Gelsinger and not anyone new. There isn't a single product coming that wasn't already nailed down before his departure. The only potential change is canceling products, shutting down parts of the business and/or selling them off.

I think you missed my point entirely: The article literally says it'd be operated by TSMC which means it would no longer be run by Intel. This also means that it could never be a true competitor to TSMC. So while TSMC wouldn't specifically be taking home all of the revenue they'd still be...

He certainly has the background to be successful, but then again so did Gelsinger. Now the question becomes what is he willing to do that Gelsinger wasn't. Hoping it's a good thing long term, but the most obvious conclusions are not good ones.

I'm hoping it was something with internal structure/direction he objected to, because otherwise you're right. Gelsinger's line in the sand was breaking apart the company and if that's what the disagreement was then we know what the future holds.

If Intel sells off and it's a TSMC run venture why wouldn't one count it towards TSMC?

While I'm sure this is costing ASML more up front than they're getting out of it the long term benefits should more than pay for themselves. It sure seems like the cost to design these High-NA machines must have been immense. They've been making a lot of moves that aren't necessarily peak...

They wouldn't buy them until they absolutely had to. Just look at the adoption of the High-NA machines at their current pricing. Intel is the only company buying a quantity of them that can deliver volume manufacturing. Despite ASML being a monopoly they do seem to be run by people who want to...

While I understand attempting to apply logic to these would be actions is an exercise in futility I find it very amusing that the companies who'd be hurt worst by killing it are the companies who have manufacturing in the US already. Poor policy is what has driven so much manufacturing offshore...

I still fail to see the logic behind this or why any of the governments who'd need to sign off on it would. TSMC already has around 67% of all foundry revenue in Q4 (Samsung is second at ~8%) according to TrendForce and that list doesn't include Intel. According to Intel's Q4 2024 financials...

Given the notoriously poor nature of running 2DPC on both AMD and Intel I wonder what the success rate is using these kits. Hopefully some reviewers will get their hands on them so we can see how realistic these speeds are.

Currently setting the clocks doesn't work quite right so there weren't any changes there in these tests. What happened to increase the frequency is the extra power headroom from raising the power limit combined with lowering the voltage. There is no risk to the card longevity in doing these...

I think with Zen 5 AMD has fully delivered on the promise of what 3D V-cache can be. While it doesn't provide a significant efficiency increase over the regular CPUs it doesn't lose performance. I think if you're a gamer who does productivity (or just have a workload that won't exceed the...