oak8292

Latest activity Postings Featured content About Trophies

• • O

    oak8292 replied to the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads.

    ‘Slightly more costly’ sounds like wishful thinking from a purely Intel perpective. Every node reduction is more expensive per wafer...

    Yesterday at 11:47 PM
  • O

    oak8292 replied to the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads.

    65% of TSMC’s revenue is from North American and more than 50% of what is sold into North American Companies is sold to foreign buyers...

    Yesterday at 11:30 PM
  • O

    oak8292 reacted to OneEng2's post in the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025] with Like.

    Seems like Intel is still leaning into higher clock speeds over higher density. Seems like a dubious decision for server and laptop...

    Yesterday at 1:44 PM
  • O

    oak8292 reacted to OneEng2's post in the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads with Like.

    The very nature of the article, and your post is that Intel "had to". The article repeatedly says things like "in the wake of" and...

    Friday at 4:51 PM
  • O

    oak8292 replied to the thread Discussion Apple Silicon SoC thread.

    Apple probably isn’t doing test chips at Intel as ARM is working with Intel to provide physical IP on ARM cores. The relative...

    Friday at 3:54 PM
  • O

    oak8292 replied to the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads.

    This is a bit tricky. TSMC does show prepayments in their annual financial report, it is under ‘Temporary Receipts from Customers’. I...

    Nov 13, 2024
  • O

    oak8292 reacted to OneEng2's post in the thread News Intel 2Q24 Financial Results with Like.

    Right now, Intel is paying for BOTH an external FAB to make their chips, AND for all the R&D and production equipment for 18A. This is...

    Nov 9, 2024
  • O

    oak8292 replied to the thread Discussion Apple Silicon SoC thread.

    Apple doesn’t pay an Intel ‘tax’ but the still have engineering costs to develop processors. Apple doesn’t pay a Microsoft ‘tax’ for a...

    Nov 8, 2024
  • O

    oak8292 replied to the thread Discussion Apple Silicon SoC thread.

    Actually there are only about 20-30 million Macs and about 40 million iPads and not all of them are M1. The CPU core designs are reused...

    Nov 8, 2024
  • O

    oak8292 replied to the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads.

    Actually, Huawei was the lead customer on N5 but that was just before they lost access to production at TSMC. Huawei had become a...

    Nov 5, 2024
  • O

    oak8292 replied to the thread News Intel 3Q24 Earnings Results.

    Intel is not in a good position for a price war and discounting from their current position will reduce free cash flow even more from...

    Nov 5, 2024
  • O

    oak8292 replied to the thread News Intel 2Q24 Financial Results.

    AMD has a contract for wafers with TSMC and the base wafer supply is a long term contract. These contracts are signed well in advance...

    Nov 1, 2024
  • O

    oak8292 replied to the thread News Intel 2Q24 Financial Results.

    I think a piece of this during Swans leadership was the failure of Intel’s first EUV process to meet the timeline for Aurora. This cost...

    Nov 1, 2024
  • O

    oak8292 replied to the thread Discussion Apple Silicon SoC thread.

    TSMC provides cutting edge technology to Apple and a host of fast followers. Apple is only a quarter of TSMC’s revenue. Apple would...

    Oct 30, 2024
  • O

    oak8292 replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    If you go back far enough to the spat that Nvidia had with TSMC on the 28 nm it was reported that TSMC shares wafer costs with the...

    Oct 28, 2024

  Show older items
• Loading…
• Loading…
• Loading…
• Loading…