jur

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• • J

    jur reacted to Hitman928's post in the thread Discussion AMD 2024-Q4 Earnings with Like.

    Pretty big news from the conference call:

    Feb 5, 2025
  • J

    jur reacted to DavidC1's post in the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025] with Like.

    @OneEng2 Clearwater Forest is delayed due to packaging issues. Either way, it doesn't look good, because delays make the product WORSE...

    Feb 4, 2025
  • J

    jur reacted to Hitman928's post in the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025] with Like.

    This person is just a sun-pumping Intel investor and is parroting whatever positives are read online to try and build up support for the...

    Feb 2, 2025
  • J

    jur reacted to NTMBK's post in the thread News Intel GPUs - Falcon Shores cancelled with Like.

    https://www.tomshardware.com/tech-industry/artificial-intelligence/intel-cancels-falcon-shores-gpu-for-ai-workloads-jaguar-shores-to-be-s...

    Jan 31, 2025
  • J

    jur replied to the thread News Intel 4Q24 Earnings Results.

    Seems like they are all in on PTL. They probably won't have capacity for CWF anyway in 2025.

    Jan 30, 2025
  • J

    jur replied to the thread News Intel 4Q24 Earnings Results.

    Sounds bad for data center; Falcon shores cancelled, CWF H1 2026

    Jan 30, 2025
  • J

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

    Intel 3 / 4 still use SAQP.

    Jan 23, 2025
  • J

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

    .

    Jan 6, 2025

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