Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: pheilman_ who wrote (195233)	8/14/2025 8:19:51 PM
From: engineer	4 Recommendations Recommended By Art Bechhoefer JeffreyHF pheilman_ sbfm Respond to of 197015

and to retierate that point, the design rule violations are usually done by the CPU group and then the change in rules is enforced back to IFS customers. the entire process dcesign rules are controlled by the x86 guys.

To: pheilman_ who wrote (195233)	8/15/2025 10:10:31 AM
From: Doug M.	1 Recommendation Recommended By JeffreyHF Read Replies (1) \| Respond to of 197015

<< Intel does things differently. They allow design rule violations and sign off on them. TSMC publishes clear design rules and enforces them. They deliver chips to the design and they work. Intel seems to think it is the olden days where the two teams could interact and trade-off.>> Intel is in survival mode - and they finally know it. Lip-Bu Tan (the new CEO) understands that. Intel was the strongest and best semiconductor manufacture in the world about 10 years ago - people forget that. They admit that they screwed up with the major transition to EUV - Intel is righting that course right now. Operational rigor is the name of the game there now - that should be well understood if people listened to Naga, but most don't: Intel Names Naga Chandrasekaran to Lead Foundry Manufacturing and Supply Chain - Intel Newsroom Lip-Bu is known for seeing around corners - Gelsinger not so much. He made the big mistake of thinking that the Covid boom in PCs and servers would continue ad infinitum - he grew headcount then instead of holding firm and then the PC market crashed and Chat GPT started growing like wildfire - Intel barely participated there - but they do sell Xeons coupled with NVIDIAs Hopper GPUs. People forget about Intel strengthening their board with deep technical expertise as well - people forget about a lot of things: Intel Appoints Semiconductor Leaders Eric Meurice and Steve Sanghi to Board of Directors - Intel Newsroom