The Ledger
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Chang: TSMC led foundries at 28nm, but trailed Intel
“At 28 nanometers, we were very definitely the leader among foundries. Yeah. And maybe among a few other companies such as Texas Instruments and so on, but not Intel.”
Intel invested over $4 billion into EUV technology in 2012 before stalling
“Intel actually saw extreme UV lithography, EUV first. So Intel was the biggest early investor in EUV, committing more than four billion to it in 2012.”
Rosenthal: IBM PC's x86 standardization shifted computing leadership to Intel
“Well, then the architecture standardizes on x 86 and boom, there goes the whole next generation of computing away from TI over to Intel.”
Rosenthal: Intel Upgrades Old Fabs Rather Than Keeping Legacy Capacity
“Intel It is constantly taking their existing fab footprint and repurposing it and upgrading it for the leading edge, which, you know, on the one hand is great. It's utilizing their assets, you know, for the most valuable, highest valuable products. On the othe…”
Rosenthal: Apple Silicon traces from ARM and DEC through Intel and P.A. Semi
“Lineage of all of Apple Silicon, probably the most valuable, defensible part of Apple today in terms of technology, was Armandec to Intel to PA Semi to Apple.”
Nvidia spent five years building platforms to replace Intel's x86 data centers
“NVIDIA has literally just spent the past five years working insanely hard to build a new computing platform for The data center, a GPU accelerated computing platform to, in their minds, replace the old CPU led Intel dominated x-eighty six architecture in the d…”