- [SemiAnalysis] Rebuilding Intel – Foundry vs IDM Decades of Inefficiencies Unraveled https://www.semianalysis.com/p/rebuilding-intel-foundry-vs-idm-decades 59 comments hardware
Linking pages
- The Paradox of x86 - by Babbage - The Chip Letter https://thechipletter.substack.com/p/the-paradox-of-x86 27 comments
- Is Intel Back? Foundry & Product Resurgence Measured https://www.semianalysis.com/p/is-intel-back-foundry-and-product 16 comments
- An inside look at Intel's Malaysia chip assembly and test operations - Techgoondu https://www.techgoondu.com/2023/09/07/an-inside-look-at-intels-malaysia-chip-assembly-and-test-operations/ 0 comments
- Is Intel Back? Foundry & Product Resurgence Measured https://open.substack.com/pub/semianalysis/p/is-intel-back-foundry-and-product?r=6gq23 0 comments
Linked pages
- Intel Emerald Rapids Backtracks on Chiplets – Design, Performance & Cost https://www.semianalysis.com/p/intel-emerald-rapids-backtracks-on 130 comments
- Zen 4c: AMD’s Response to Hyperscale ARM & Intel Atom https://www.semianalysis.com/p/zen-4c-amds-response-to-hyperscale 57 comments
- TSMC’s 3nm Conundrum, Does It Even Make Sense? – N3 & N3E Process Technology & Cost Detailed https://www.semianalysis.com/p/tsmcs-3nm-conundrum-does-it-even 34 comments
- TSMC’s Heroic Assumption – Low Utilization Rates, Fab Cancellation, 3nm Volumes, Automotive Weakness, AI Advanced Packaging Demands, 2024 Capex Weakness https://www.semianalysis.com/p/tsmcs-heroic-assumption-low-utilization 0 comments
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