Thanks for the link, interesting reading. I don't see anything meaningful here. The foundry is still owned by Intel, has the same reporting chain as before, bu

Thanks for the link, interesting reading. I don't see anything meaningful here. The foundry is still owned by Intel, has the same reporting chain as before, but with an extra operating board. There seems to be an idea that people will give the foundry money who wouldn't give Intel money, which seems dubious when the foundry is still Intel. Also not obvious that they'll do anything productive with more money. Lots of emphasis on x86 and chiplets. I'm not totally sure Intel has much IP in chiplets but it definitely seems to be the winning play from AMD at present. "Continued leadership of the AI PC category, our strong position with AI in data center, and our accelerator portfolio" doesn't seem to have any correlation with reality. Intel 20A was scrapped as part of the five nodes in four years success story. Currently shipping on TSMC instead. Intel are very confident that 18A will be great and work well and everyone will want it, shipping from a year from now, unlike the last N years of products. I don't expect 18A to work either and Amazon will go elsewhere as that becomes increasingly clear. It's interesting times for semiconductors though. edit: looks like there is a chiplet themed xeon shipping on intel processes, at least well enough to get review samples out, but I'm unclear on the details. E.g. is this equivalent to the AMD approach or merely using the same name to sound similar - I haven't found anything suggesting they can put GPU and CPU tiles on the same fabric for example