MoistOintment

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

    2m-3m per quarter is 4% of the TAM. 2M - 3M isn't unreasonable for Q1 26 as most models will likely launch in late January - February...

    Mar 13, 2025
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    MoistOintment reacted to adroc_thurston's post in the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads with Like.

    3 designs in H2'25, everything else CES'26 onwards.

    Mar 13, 2025
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    MoistOintment reacted to 511's post in the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads with Like.

    No lol it won't Intel will be just another fabless without a big strategic advantage

    Mar 13, 2025
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    MoistOintment reacted to DavidC1's post in the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025] with Like.

    That makes no sense. A next World War is going to go nuclear. There is no conceivable way that will be less impactful than a random...

    Mar 4, 2025
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    MoistOintment replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    If we're speculating, without evidence, on the specific reason for Pat's termination, I'm betting my money on 'completely dropping the...

    Feb 19, 2025
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    MoistOintment reacted to ajsdkflsdjfio's post in the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025] with Like.

    I don't recall Pat, or anyone at intel for that matter, ever claiming that they would have a line of customers immediately as the 5n4y...

    Feb 19, 2025
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    MoistOintment reacted to ajsdkflsdjfio's post in the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025] with Like.

    What do you define as "What they've always done"? I'd argue that what occurred in the past decade at intel was far from typical intel...

    Feb 19, 2025
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    MoistOintment reacted to 511's post in the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads with Like.

    If we are comparing with M3 Pro than everything looses in x86 department including AMD

    Feb 17, 2025
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    MoistOintment reacted to Doug S's post in the thread Question Intel's future after Pat Gelsinger with Like.

    Being a good engineer does not make one a good CEO of a multi billion dollar company. Being "just" an engineer without any real aptitude...

    Feb 10, 2025
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    MoistOintment reacted to johnsonwax's post in the thread Question Intel's future after Pat Gelsinger with Like.

    Intel is studied as an example of a double-moat company, and how those reinforced each other. x86 was (mostly) proprietary to the...

    Feb 10, 2025
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    MoistOintment reacted to 511's post in the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads with Like.

    Really cause my source is Raichu Just have to dig the tweet

    Feb 10, 2025
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    MoistOintment replied to the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads.

    Panther Lake. It's just not coming to desktop. And SkMT saw a greater than 20% IPC increase...

    Feb 9, 2025
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    MoistOintment replied to the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads.

    I'm not gonna even attempt to project IPC gains this early out - but ARL -> NVL is a two generation jump.

    Feb 9, 2025
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    MoistOintment reacted to 511's post in the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads with Like.

    It's a laptop so sustaining it outside of 2-3 cores is not possible in the chassis From this graph the LNL P Core has better PPW than...

    Feb 8, 2025
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    MoistOintment reacted to Hulk's post in the thread Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads with Like.

    Based on how close Skymont has come to Lion Cove coupled with the fact that most software will do better with xPcores and 2 or 3x xE...

    Feb 6, 2025

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