Bending Metal: The Future of Taiwan’s Electronics Complex
In all the focus on the big processors and the “AI race”, we often overlook the far less glamorous business of actually building compute systems. We have explored different parts […]
Tag Archives: Intel
Intel the Gordian Knot
No one wants to buy Intel’s fabs, and their bottomless funding needs, but the company probably cannot be sold without someone taking them on.
Intel – Seriously, What Comes Next?
All of which lays bare the cold hard truth – Intel’s Board is failing.
Intel – So what now?
Like many, we woke to the news yesterday that Intel’s CEO Pat Gelsinger is retiring. We have been writing a lot about this over the past year, so we were […]
The x86 Wish List
AMD has blocking rights for any acquisition of Intel. If a deal were to happen, what would AMD ask for to approve the deal?
Money Changes Everything – Leading Edge Fabs
TSMC has enjoyed 20+ years of a suppressed currency. Rather than squander that windfall on far-flung acquisitions, it has invested in its own talent pool, leading to the big advantage it has today.
Revenge of the Cost Accountants
Intel lost a bid for Sony’s Playstation chip highlighting it does not fully recognize its current plight.
Life After the Intel-pocalypse
Intel will continue to exist in some form. There is value there, so the question is who will own and run the company.
Should Intel Just Close its Fabs?
The market currently values Intel Foundry at negative $200 billion. Some argue, that maybe, they should just shut them down.
Intel State of Play
Intel has a few options, none of them good.