commitment to foundry, shutting down fabless talk

By: Kester L (non.delete@this.non.com), March 23, 2021 4:56 pm
Room: Moderated Discussions
Daniel B (fejenagy.delete@this.gmail.com) on March 23, 2021 4:46 pm wrote:

> True, Gelsinger cannot overnight fix 10nm or pull in 7nm all that much either. But process tech is not the
> sole issue at Intel, even without that cockup, Intel is facing tectonic shifts in the market it cannot fight
> - some of its buyers are really really big and they really don't like being forced to buy expensive standard
> products. They expect a full tailoring service, and retain their own tailors too, like royalty.
>

Incidentally, Gelsinger's past job as VMWare CEO makes him uniquely well-suited for the role that he now has at Intel of transitioning the company through a period where they're no longer the dominant semiconductor manufacturing hegemon. He basically had to navigate VMWare through a broad industry-wide transition to cloud computing that threatened VMWare's core VM software business, and by all accounts he succeeded with flying colors.


Whether he can repeat the same hat trick with Intel is a different matter altogether, but at least he's uniquely well-suited for the task.
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TopicPosted ByDate
Intel's IDM 2.0 announcementJon Masters2021/03/23 03:31 PM
  Intel's IDM 2.0 announcementRayla2021/03/23 03:45 PM
    Intel's IDM 2.0 announcementdmcq2021/03/23 04:30 PM
    commitment to foundry, shutting down fabless talkDaniel B2021/03/23 04:46 PM
      commitment to foundry, shutting down fabless talkKester L2021/03/23 04:56 PM
        commitment to foundry, shutting down fabless talkanonymou52021/03/24 12:57 AM
          commitment to foundry, shutting down fabless talkme2021/03/24 03:25 AM
            commitment to foundry, shutting down fabless talkJoe2021/03/24 05:56 AM
              commitment to foundry, shutting down fabless talkMichael S2021/03/24 06:47 AM
                commitment to foundry, shutting down fabless talkme2021/03/24 07:04 AM
      commitment to foundry, shutting down fabless talkJames2021/03/24 03:39 AM
        Intel gutted 7 nmme2021/03/24 03:48 AM
          Intel gutted 7 nmDoug S2021/03/24 08:20 AM
            Intel gutted 7 nmanon2021/03/25 12:43 PM
              Intel gutted 7 nmeh2021/03/26 02:36 AM
                Intel gutted 7 nmAdrian2021/03/26 08:58 AM
                  Intel gutted 7 nmwumpus2021/03/26 09:53 AM
                  Intel gutted 7 nmme2021/03/26 10:11 AM
                  Intel gutted 7 nmMaxwell2021/03/26 02:21 PM
                    Intel gutted 7 nmYoav2021/03/29 01:06 AM
              Intel gutted 7 nmDoug S2021/03/26 09:43 AM
                Intel gutted 7 nmanon2021/03/26 03:39 PM
                  Intel gutted 7 nmNoSpammer2021/03/26 08:46 PM
                    Intel gutted 7 nmAdrian2021/03/26 11:57 PM
                      Intel gutted 7 nmAndrey2021/03/28 06:18 PM
                    Intel gutted 7 nmanon2021/03/27 05:52 AM
                    Intel gutted 7 nmwumpus2021/03/27 12:16 PM
                  Intel gutted 7 nmDoug S2021/03/27 05:08 PM
                    Intel gutted 7 nmanon2021/12/13 03:05 PM
                      Intel gutted 7 nm---2021/12/13 04:31 PM
                      Intel gutted 7 nmDoug S2021/12/13 09:34 PM
                        Intel gutted 7 nmanon2021/12/13 10:41 PM
                          Intel gutted 7 nmDoug S2021/12/14 11:38 AM
                            Intel gutted 7 nmanon2021/12/14 11:58 AM
                            Feed the Troll less (unless you are enjoying it!)Mark Roulo2021/12/14 01:52 PM
                Intel gutted 7 nmblue2021/03/27 10:16 AM
                  Intel gutted 7 nmme2021/03/27 12:22 PM
                  Intel gutted 7 nmDoug S2021/03/27 05:14 PM
                    Intel gutted 7 nmDavid Kanter2021/04/07 09:06 PM
                      Intel gutted 7 nmDoug S2021/04/08 12:38 PM
        commitment to foundry, shutting down fabless talkDaniel B2021/03/24 08:08 AM
      commitment to foundry, shutting down fabless talkDoug S2021/03/24 08:12 AM
      commitment to foundry, shutting down fabless talkMaxwell2021/03/25 11:16 AM
        commitment to foundry, shutting down fabless talkme2021/03/25 11:38 AM
          commitment to foundry, shutting down fabless talkAdrian2021/03/25 01:01 PM
            commitment to foundry, shutting down fabless talkme2021/03/27 12:57 PM
    A lot has changed since thenDoug S2021/03/24 08:01 AM
    Intel's IDM 2.0 announcementGabriele Svelto2021/03/25 03:17 AM
  Intel's IDM 2.0 announcementBeastian2021/03/23 05:39 PM
    Intel's IDM 2.0 announcementJames2021/03/24 03:14 AM
      Intel's IDM 2.0 announcementme2021/03/24 03:37 AM
        Intel's IDM 2.0 announcementJames2021/03/24 03:53 AM
      Intel's IDM 2.0 announcementanonymou52021/03/24 08:39 AM
    Intel's IDM 2.0 announcementJukka Larja2021/03/24 06:05 AM
    Intel's IDM 2.0 announcement - Hyper-scalers as customersBjörn Ragnar Björnsson2021/03/24 06:19 PM
  5nm the end of DRAM?Brett2021/03/25 05:17 PM
    What is next after DDR5?Ganon2021/03/25 05:56 PM
      What is next after DDR5?wumpus2021/03/26 09:10 AM
        What is next after DDR5?Brett2021/03/26 04:39 PM
          What is next after DDR5?wumpus2021/03/28 10:44 AM
      What is next after DDR5?Brett2021/03/27 04:27 PM
        What is next after DDR5?Doug S2021/03/27 05:18 PM
      What is next after DDR5?Anononymous Coward2021/03/30 07:03 AM
        What is next after DDR5?Andrey2021/03/30 09:09 AM
          What is next after DDR5?David Hess2021/04/04 08:52 PM
      What is next after DDR5?David Hess2021/04/04 08:45 PM
        What is next after DDR5?Doug S2021/04/05 06:57 AM
          What is next after DDR5?David Hess2021/04/05 10:45 AM
          Same costAnon2021/04/05 11:31 AM
            Same costDavid Hess2021/04/05 08:26 PM
            Same costMaxwell2021/04/06 07:17 PM
              Same costDavid Hess2021/04/07 02:35 PM
          What is next after DDR5?wumpus2021/04/07 09:06 AM
      L4 is not a memory technologyHeikki Kultala2021/04/07 12:38 PM
        DRAM cachewumpus2021/04/08 08:24 AM
        Intel iGPU memory was eDRAM, not SRAMMark Roulo2021/04/08 11:31 AM
          I am not talking about the eDRAM. I am talking about the cache that is L3 for CPUHeikki Kultala2021/04/08 11:09 PM
            I am not talking about the eDRAM. I am talking about the cache that is L3 for CPURobert Williams2021/04/09 11:24 AM
              This STILL has NOTHING to do with the eDRAM. I am talking about the SRAM LLCHeikki Kultala2021/04/09 12:57 PM
                This STILL has NOTHING to do with the eDRAM. I am talking about the SRAM LLC---2021/04/09 01:40 PM
    5nm the end of DRAM?Rayla2021/03/26 09:28 AM
      5nm the end of DRAM?riy2021/04/08 06:26 AM
        5nm the end of DRAM?Michael S2021/04/08 11:51 AM
    5nm the end of DRAM?Doug S2021/03/26 09:52 AM
      5nm the end of DRAM?wumpus2021/04/07 09:10 AM
        5nm the end of DRAM?Robert Williams2021/04/07 11:05 AM
    Totaly misunderstanding of DDR SDRAM memory interfaces and DRAMHeikki Kultala2021/04/07 12:36 PM
      Totaly misunderstanding of DDR SDRAM memory interfaces and DRAManonymou52021/04/07 01:13 PM
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