Earlier quoted context omitted.
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I apologize for sharing my opinion.
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The Resurrection of Intel Will Take More Than Three Days
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Re: The Resurrection of Intel Will Take More Than Three Days
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#63Re: The Resurrection of Intel Will Take More Than Three Days
#64Earlier quoted context omitted.
True, those LLMs are not earning them any money, but do you think they lack future applications (and future improvements) that would be worth the money those companies are spending now?
I've yet to see future applications that would justify the current spend. That doesn't mean they don't exist, but I'm skeptical that they exist to the extent they would need to in order to justify the hundreds of billions of spend. The spend seems to be based on faith that there will be some kind of major breakthrough...but that does appear to be entirely faith based. We don't have any evidence to indicate that it's…
> The spend seems to be based on faith that there will be some kind of major breakthrough...
I think that rather than being a matter of having or not faith in a future breakthrough, the difference is between those who believe that there's already been a major breakthrough in the last few years and those who deny it.
Re: The Resurrection of Intel Will Take More Than Three Days
#65Earlier quoted context omitted.
Does TSMC have sufficient capacity in the works to satisfy all the demand for sota/near sota fabrication? People sometimes wonder why anyone is buying Boeing planes—it’s because it’s that or nothing. Airbus has no spare capacity.
TSMC today has more than 60% of the foundry market share, and an estimated 80%+ market share for the leading edge. If you exclude Intel themselves (although they also use TSMC now) and Samsung, TSMC is pretty much the sole supplier to the leading edge. So, yes, TSMC has the capacity. Your Boeing / Airbus analogy hinges on multiple factors. First, Airbus and Boeing have comparable capacity. Second, they have comparabl…
It was a genuine question, I don’t follow the sector closely.
That said to poke at your answer a bit:
If nvidia is heavily supply constrained, wildly profitable, and strictly limited to TSMC doesn’t that dynamic lead to other customers being pushed aside? If so, doesn’t that open an opportunity for Intel if they can execute?
Re: The Resurrection of Intel Will Take More Than Three Days
#66Lets see what Lunar Lake (low power, mobile SoC) delivers in next 2 months If it will deliver and match Apples Mx designs in terms of energy eff and perf, then ARMs expansion on the client side will slow down, I guess. No point in porting stuff for marginal gains since ISA does not matter as much as ppl think https://chipsandcheese.com/2021/07/13/arm-or-x86-isa-doesnt-... Theres also talk about their shift to GPU, ma…
>Theres also talk about their shift to GPU, maybe Battle Mage will deliver in this year Considering the stock tanking and the announced layoffs, I fear Battle Mage will be unfortunate collateral damage along the line. Really unfortunate timing as that was the only competition we could hope for to the Nvidia and AMD GPU duopoly who jacked up their prices, and Intel was actually committed to the new GPUs constantly pus…
I don't think Intel can afford to not continue in the GPU segment. They must continue developing there. It's a growth industry with high demand and good margins, and cancelling their gpi stuff saves them a billion now and costs them the whole company in 10 years.
Re: The Resurrection of Intel Will Take More Than Three Days
#67Earlier quoted context omitted.
I am assuming nothing other than what you said How else am I supposed to interpret that paragraph?
Is reading comprehension gone that low because of the school system?
Are you able to having a normal discussion with people without being arrogant and insulting? Relax a bit.
Re: The Resurrection of Intel Will Take More Than Three Days
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