News TSMC founder says Intel should focus on AI, not advanced process technologies

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If statements like this were a habit of his, I'd agree.

Here it sound a bit more like part of a farewell address, but with more to show than Mr. Gelsinger and fewer of such public statements in the past.

At that point at worst I'd call it more pride than arrogance, and while any advice from a mountain of success doesn't guarantee equal succes for anyone that follows it, anyone else quite literally hasn't ascended to that same level and has too look up to him looking down, even with a guy that isn't very tall.
I mean I guess you could say that. While TSMC is the best foundry currently. It’s just as dependent on ASML as companies like Nvidia or AMD are on TSMC. This guy is literally saying this stuff to scare customers away from trying Intel. It’s self serving more than any form of “advice”. It’s not good for TSMC if Intel gets a successful foothold as a pay for play foundry.
 
The last hype was quantum computing.
Quantum computing is still grinding along.

I don't think either will ever really go anywhere.
Did you see this?
The key takeaway is that they proved a form of quantum error correction that scales. This throws open the doors to much larger quantum computers that are more capable of solving meaningful and interesting problems.

No, it won't replace your CPU, sort of like how GPUs didn't replace CPUs. It's just way faster at solving certain classes of problems.

The impact of quantum computing will be a more indirect one. It might result in faster CPUs, but only because quantum computers will be capable of optimizing all the variables in lithographic manufacturing processes, enabling the construction of better tools, and perhaps even optimizing aspects of the design process.
 
Intel tried to become a foundry in 2012 to compete against TSMC and Samsung, that failed in 2018. Now this is Intel's second attempt at becoming a foundry since 2021 to become a foundry, and once again, unlikely to be successful as Pat got booted. So Morris Chang was right, twice in fact!
 
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