Thread regarding Intel Corp. layoffs

There is not a chance in h-e-l-l Jensen will go to Intel for foundry

He is just trying to get better pricing and capacity from TSMC and Samsung

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| 2970 views | | 14 replies (last June 2, 2023) | Reply
Post ID: @OP+1mTZFW6U

14 replies (most recent on top)

@2agu - Intel fabs are tiny compared to TSMC. Look it up.

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Post ID: @2gzh+1mTZFW6U

Nvidia is very practical.

They used Samsung recently and not TSMC, presumably due to capacity and cost.

By the way, Intel needs VOLUME to fill those big fabs, but Nvidia is only 3% of TSMC (look it up). The massive fixed costs of a fab aren’t going to get paid by GPUs.

Unless they grab the high volume whales ( think mobile phones ), all of this is an exercise in futility.

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Post ID: @2agu+1mTZFW6U

I bet there is a lot of government pressure for Huang to use Intel.

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Post ID: @1jbj+1mTZFW6U

TMG and IFS and IDM will be the final nail in tie coffin of once great Intel.

Stu can possible compete with TSMC even with government subsidies.

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Post ID: @1mvp+1mTZFW6U

BK will ruin in H E JJ

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Post ID: @1bfs+1mTZFW6U

It won't happen. Especially not with PG at the helm. Too much bad blood between Jensen and Intel over the years.

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Post ID: @ixo+1mTZFW6U

@sft - Correct, and he ended with a 1 to 2 year lag to TSMC, while his minion Sohail ran TD to the ground. TMG is and has been the problem, not the solution.

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Post ID: @ltk+1mTZFW6U

BK was handed the first finfet already in production and a 3 yr lead

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Post ID: @sft+1mTZFW6U

@qhp - LOL !!! But it was TMG and TD that brought us that glorious achievement called 10nm !!! 'member? The one that delayed and knee-capped a whole generation of products?

TMG also produced the $hitty and corrupt credit-taking, finger-pointing culture that has now spread like a cancer throughout the company, championed during BK's reign, who guess what? Also came from TMG. As a matter of fact products were competitive and being delivered mostly on-time when PSO was CEO. So don't come here and re-write history.

Intel apologists are really running out of ideas.

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Post ID: @zhq+1mTZFW6U

intels sh-t product development has nothing to do with its fabs .
he-l , intel doesn't produce the machines that make the chips .
its a total different story for the fabs . if you have the latest and greatest euv litho machines you're good .

btw as far as i know all intel stand alone gpu's are made by tsmc .
don't mix sh---y chip design and products with manufacturing ability.

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Post ID: @qhp+1mTZFW6U

Jensen is smart enough not to risk the prestige (and market cap) that Nvidia has achieved by selling late and defective Intel-fabbed GPUs.

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Post ID: @jfw+1mTZFW6U

Sure OP. U know it all. Keep shorting it if u want to join the homeless. TSMC AZ plant is for Apple only.

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Post ID: @epy+1mTZFW6U

Nvidia and Intel...LoL....Not if they want their GPUs to overheat and blow up like a stack of matches

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Post ID: @igv+1mTZFW6U

It will more than likely happen. Intel is in a transitional period, some of the cliques will disappear.

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Post ID: @hut+1mTZFW6U

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