1103
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 20, 2025 by Shane Parrish · across every show →
Everything said about 1103, oldest first
May 20, 2025 positive
Manufacturing complexity blocked competitors from reverse-engineering Intel's 1103 DRAM
“The complexity of manufacturing the 11 oh three made it nearly impossible for competitors to reverse engineer, giving Intel a multi-year advantage in the market. In effect, complicated manufacturing became their core skill.”