The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Markoff: Transistor costs have stopped falling for non-Intel semiconductor companies
“For most of the industry the cost of transistors has stopped falling. And so as you scale, this is everybody but Intel in the industry says this. You, if you talk to Broadcom, if you talk to Qualcomm, all of the customers of the foundries say, you know, going …”
Rowan: Tech and industrial giants dominate private investment grade issuance
“But if you think of the largest issuers of private investment grade, it's Intel, it's Air France, it's EDF, it's AT&T, it's Meta, it's BP Energy, and so on, and you're hearing lots of public companies.”
Patel: Intel is ahead of Samsung on 2nm process technology
“They think, I think industry generally agrees that Intel is further along you know, the sort of the two nanometer class process technology than Samsung is but both are way behind TSMC.”
Andreessen: Hungarian emigres from Budapest laid foundations for American semiconductor industry
“So the, exactly that same area generated the American semiconductor industry with the so-called, so-called Hungarian mafia at Intel which like Andy Rove and Les Vides and a whole bunch of those guys.”
Sinofsky: Intel has shifted focus away from core PC chips
“Intel has very, you know, has announced, like, they're not even focused on PC chips. Like that it's about the data center, and it's about IoT and VR and a bunch of stuff, but not, not like core i-seven, the next generation.”
Mo: Major chipmakers use vLLM as an internal benchmark
“And additionally, VLM also work closely with all the hardware vendors. So that means across like NVIDIA, AMD, Google, and Amazon, Intel, and a lot more, their newest chip will make sure VLM can run on them. And then a lot of cases they use VLM as a benchmark t…”
Storage-class memory will ship within a couple quarters
“Well, I think we mentioned the storage class memory that's coming out Intel, Some other folks making a very fast, close to the chip memory that's actually storage. So it'll be faster again than flash, maybe a little bit slower than today's DRAM, but it's going…”