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VOICE ARCHIVE

@chiakokhua

@chiakokhua
11 posts
2022-02-21
Burning question: does Intel have enough EUV machines in 2023-2025 as they transition to Intel 4 and beyond? 🤔 @dylan522p, thoughts?
2022-02-21 View on X
AnandTech

Q&A with Intel EVP Dr. Ann Kelleher on lessons learned from the company's misadventures with 10nm process nodes, its vision for Foundry Services, and more

2022-01-14
DigiTimes (2022.01.13): “TSMC's Baoshan R&D Center takes a sharp turn. Intel, Apple's orders - king does not face king”. [ my interpretation: totally separated. In Chinese chess, the king cannot face the opponent's king on same column ] https://twitter.com/...
2022-01-14 View on X
Reuters

TSMC reports Q4 revenue rose 24.1% YoY to $15.74B as net profit reached $6.01B; capital spending will reach between $40B and $44B in 2022, up from $30B in 2021

2021-12-20
This is just the internet selectively quoting Pat G. Other quote is: “It's easier to be No. 2 in the bike race than it is to be No. 1, and you're able to just catch up much more quickly by exerting less energy...”😃 https://twitter.com/...
2021-12-20 View on X
Protocol

Inside Intel's Ronler complex in Hillsboro, Oregon, where it conducts its most advanced research and houses the company's most important chip manufacturing site

And after Intel passes the finish line, it'll be TSMC's turn to “just catch up much more quickly by exerting less energy” and “only have to sprint the last 200m from the finish line to victory (process leadership)”. Great strategy! Thanks, BK! Wait, there are finish lines?? https://twitter.com/...
2021-12-20 View on X
Protocol

Inside Intel's Ronler complex in Hillsboro, Oregon, where it conducts its most advanced research and houses the company's most important chip manufacturing site

2021-02-14
Make no mistake, Nvidia's ambition is to become Apple, first in the datacenter, and later clients and everything adjacent. Arm ecosystem “partners” supporting this will be digging their own graves.
2021-02-14 View on X
CNBC

Sources: Qualcomm has told regulators around the world, including the FTC and UK's CMA, that it is against Nvidia's $40B acquisition of Arm

Qualcomm is not happy about it Bloomberg : Google, Microsoft, Qualcomm Protest Nvidia's Acquisition of Arm Ltd. Mitchell Clark / The Verge : Microsoft, Google, and Qualcomm are rep...

> Yay! And for good reason. No surprise at all. Bloomberg: “Google, Microsoft, Qualcomm Protest Nvidia's juju Acquisition of Arm Ltd.” https://www.bloomberg.com/...
2021-02-14 View on X
CNBC

Sources: Qualcomm has told regulators around the world, including the FTC and UK's CMA, that it is against Nvidia's $40B acquisition of Arm

Qualcomm is not happy about it Bloomberg : Google, Microsoft, Qualcomm Protest Nvidia's Acquisition of Arm Ltd. Mitchell Clark / The Verge : Microsoft, Google, and Qualcomm are rep...

2021-02-13
> Yay! And for good reason. No surprise at all. Bloomberg: “Google, Microsoft, Qualcomm Protest Nvidia's juju Acquisition of Arm Ltd.” https://www.bloomberg.com/...
2021-02-13 View on X
Bloomberg

Sources: Google, Microsoft, and Qualcomm are among companies asking US to intervene in Nvidia's Arm acquisition, and at least one company wants the deal killed

Some of the world's largest technology companies are complaining to U.S. antitrust regulators about Nvidia Corp.'s acquisition …

Make no mistake, Nvidia's ambition is to become Apple, first in the datacenter, and later clients and everything adjacent. Arm ecosystem “partners” supporting this will be digging their own graves.
2021-02-13 View on X
CNBC

Sources: Qualcomm has told regulators around the world, including the FTC and UK's CMA, that it is against Nvidia's $40B acquisition of Arm

Qualcomm is not happy about it Mitchell Clark / The Verge : Microsoft, Google, and Qualcomm are reportedly nervous about Nvidia acquiring Arm Derrek Lee / Android Central : Qualcom...

> Yay! And for good reason. No surprise at all. Bloomberg: “Google, Microsoft, Qualcomm Protest Nvidia's juju Acquisition of Arm Ltd.” https://www.bloomberg.com/...
2021-02-13 View on X
CNBC

Sources: Qualcomm has told regulators around the world, including the FTC and UK's CMA, that it is against Nvidia's $40B acquisition of Arm

Qualcomm is not happy about it Mitchell Clark / The Verge : Microsoft, Google, and Qualcomm are reportedly nervous about Nvidia acquiring Arm Derrek Lee / Android Central : Qualcom...

Make no mistake, Nvidia's ambition is to become Apple, first in the datacenter, and later clients and everything adjacent. Arm ecosystem “partners” supporting this will be digging their own graves.
2021-02-13 View on X
Bloomberg

Sources: Google, Microsoft, and Qualcomm are among companies asking US to intervene in Nvidia's Arm acquisition, and at least one company wants the deal killed

Some of the world's largest technology companies are complaining to U.S. antitrust regulators about Nvidia Corp.'s acquisition …

2020-08-03
Interesting article by a former Intel executive, advocating for Intel to go fab-less. If you asked me as recent as 1 year ago, I'd against it. FWIW, I have changed my mind; I think Intel should spin off TMG. The question is, how to make it work? https://www.linkedin.com/...
2020-08-03 View on X
LinkedIn

Former Intel executive on how Intel achieved dominance in the computer industry after pivoting from memory chips to CPUs and then lost it as smartphones emerged

Michael Bruck / LinkedIn : Tweets: @chiakokhua , @_msw_ , @jonmasters , @architect_pc , and @fpiednoel Tweets: RetiredEngineer / @chiakokhua : Interesting article by a former Inte...