71–80 of 188 posts
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I thought asml was manufacturers of EUV machines..
They are called wafer-steppers and they transfer the design onto the wafer. Actually making the wafer into proper chips is multi-multi-step proces ( like 50 - 100 steps ).
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The real shitshow starts when the CFO becomes the CEO (as is usually the case), so Intel is pretty much dead as is US tech innovation on this scale (until VCs do what China does and start pouring money into hard stuff, not just fluffy software).
> "Intel is pretty much dead as is US tech innovation on this scale" The US still has Apple, Nvidia, Tesla, etc. All doing world-leading stuff. I would say US tech is far from dead.
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They are called wafer-steppers and they transfer the design onto the wafer. Actually making the wafer into proper chips is multi-multi-step proces ( like 50 - 100 steps ).
Stepper are not used on high end nodes for more than a decade. I believe anything 130nm, and lower uses a scanner.
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Going all in on your core business is risky, but I wouldn't call it short sighted. It seems more like being committed to you technical decisions, and deciding "If we can't make it here, whats the sense in even staying around".
Poking around it looks like Intel announced a plan for $10 billon worth of stock buybacks recently. If that's true this isn't "going all in on your core business" and instead more like going all in on your share price.
"For Intel, this transaction allow us to further prioritize our investments in differentiated technology ... and deliver attractive returns to our stockholders."
[1] https://newsroom.intel.com/news-releases/nand-memory-news/
Personally I believe Intel needs some big wins as they're basically getting their lunch eaten from all sides. Fortunately they're still highly profitable which affords them a lot of opportunity for investments, if they can't do that their future may be dependent on others successes of their intelcapital.com arm, which worked well for Yahoo! who at the end, most of their value came from their Alibaba investment.
[1] https://newsroom.intel.com/news-releases/nand-memory-news/
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> Looking at the technical quality of their non-x86 products, most of it was not great, so it is not surprising to see the rot spread. What's a damn shame is Intel's StrongARM / XScale division in the early-to-mid-2000s. Methinks the world would be very different today if they continued investment in that sector - and we'd have more than just Qualcomm and Apple to contend with.
Yes that was spectacularly dumb, considering how Intel grew big themselves: out-competing the high-end, big-bucks server and workstation vendors with low-end, mass-market CPUs that eventually, through economies of scale, made them obsolete. Yet Intel thought "eh this cheap, mass-market CPU that every household has dozens of will lead nowhere, lets sell it lol". they probably deluded themselves that they could do it i…
An interesting case of alternative history would be:
What if Jobs asked the CEO to make the processors, and the CEO went to the employees to get feedback on the idea. My guess is that the engineers would be like ‘yeah let’s do this, we will learn so much!’ and the marketing/business folk would be like ‘is this a $100M opportunity? nope, don’t engage’
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Apple does research, design and software but all the manufacturing and assembly is done in China by Chinese companies. Mostly Samsung and Foxconn. Nvidia is the same but the chips are fabbed by TSMC (Taiwan Semiconductor).
Virtually all economic talking points you see in the news and columns are based on data that simplifies the issue to the point where it's misleading. You need to evaluate international trade using value added to get a proper picture (TiVA = Trade in Value Added) Chinese tech exports have been typically low value added assembly jobs. They import components from Taiwan, South Korea, Japan, EU and the US and assemble th…
I think you mean PCB, not PCP
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The real shitshow starts when the CFO becomes the CEO (as is usually the case), so Intel is pretty much dead as is US tech innovation on this scale (until VCs do what China does and start pouring money into hard stuff, not just fluffy software).
> "Intel is pretty much dead as is US tech innovation on this scale" The US still has Apple, Nvidia, Tesla, etc. All doing world-leading stuff. I would say US tech is far from dead.