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As of today Intel is very around leading node
by high_na_euv 9mo ago
As of today Intel is very around leading node
- girvo 9mo agoI'll believe it when I see it (at scale). I hope 18A is good enough as competition is good, and a weak Intel is bad for us all.
- high_na_euv 9mo agoPTL is already released, on shelves in like 2 weeks.
- girvo 9mo agoYes and it’s looking promising, but one mobile processor does not prove a nodes success at scale. It definitely implies it though, I’m hopeful that competition is back.
- MangoCoffee 9mo agoyield is more important than leading node.
- high_na_euv 9mo agoBoth are important
- thiago_fm 9mo agoYes and no. Sunk cost. They are always balls deep, if it takes them 2 years to get a TSMC yield, with as much as demand it exists for high-end fabs, they could already easily get financing to already build even more capacity. Now they have literally the US government as an investor. One would be naive to believe that they wouldn't get at least a few hundred billion dollars to scale it up given the so many risks involved in most of US tech sector being dependent on Taiwan.
- bethekidyouwant 9mo agoDamn, you would think it would be priced in…
- high_na_euv 9mo agoIt is slowly being priced