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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (11601)	7/17/2021 12:17:58 AM
From: TigerPaw	Respond to of 26632

Intel had to try to fix the leakage and yield problem that TSMC and Samsung did I'm not sure how they did that. When I was involved they wouldn't let any entity involve itself in their layout. This was not just Intel, but any of the designers didn't let the fab mess with much of anything other than spin RPM or what temperature something was baked at. None of that made the kind of difference that moving a transistor did.

To: Kirk © who wrote (11601)	7/17/2021 6:24:27 AM
From: w0z	Read Replies (2) \| Respond to of 26632

Kirk I know you've been following photonics for years and wonder if you have any opinions about Lightwave Logic (LWLG) and/or POET Technologies (POETF in the US)?

To: Kirk © who wrote (11601)	7/17/2021 11:27:01 AM
From: Sun Tzu	Read Replies (1) \| Respond to of 26632

As I see it, Intel has 2 sets of problems. The first is fab/production related. Here they have spent more than enough time spinning their wheels and they should just sell it to TSM. Their 2nd set of problems is harder to fix, and it's that the nature of the market is changing. The cloud is is a seachange. Servers for the cloud have different needs than run of the mill enterprises. And the clients, AWS, Azure, GCP, are very different than Intel's other clients. Meanwhile, AI, IoT, Machine Vision, etc are the thriving areas for which Intel does not have a coherent strategy. Here Intel has the fat smoker problem. They have to know it's a big problem, but they have remained behind the curve for too long because the solution is painful. They want to take the easy way and kick the can down the road. But that will ultimately make it worse.