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From: Jamie1536/17/2019 12:40:52 PM
of 32120
 
"Apple is also reportedly building its own 5G chips to launch in either 2022 or 2023, according to Kuo."
cnbc.com

"Kuo said that two of the 2020 iPhones will use Qualcomm’s 5G modem after the two companies settled a long-standing lawsuit in April."

Now we kinda know why Apple settled. It's all about 5G. The trade war, the settlement etc. 5G is everything.

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To: bit3 who wrote (30728)6/17/2019 1:11:59 PM
From: neolib
of 32120
 
Yet Intel has "shortages"...

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To: neolib who wrote (30730)6/17/2019 2:34:14 PM
From: fastpathguru
of 32120
 
Ultra-segmentation and Fab-Heavy must be really hurting Intel right now...

fpg

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To: fastpathguru who wrote (30731)6/17/2019 2:36:27 PM
From: neolib
of 32120
 
Yeah, I'm wondering about the fab-heavy part. Could this delay be the tip of the iceberg on Intel turning to external fabs?

What didn't make sense was if its only 6-12 months push out, why did they tell the subs they could back out completely?

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From: bit36/18/2019 3:15:34 AM
of 32120
 
Samsung is going to fab 14nm CPUs for Intel

businesskorea.co.kr

guru3d.com

appuals.com

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To: bit3 who wrote (30733)6/18/2019 8:51:49 AM
From: neolib
of 32120
 
That was quick from Intel putting the Israeli fab on hold...

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To: neolib who wrote (30734)6/18/2019 10:10:41 AM
From: rzborusa
of 32120
 
InteL will likely pay contractors a penalty.

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To: rzborusa who wrote (30735)6/18/2019 10:44:57 AM
From: neolib
of 32120
 
If the rumor of Intel using Samsung at 14nm is true, then I would expect this is the first step in FabLite for Intel. They will end up partnering with Samsung for their GAA 3nm process in 2021.

However, the link on the claim of Intel and Samsung was from the Korean press, and they seem to play fast and lose with rumors, often slanted to be favorable to Korean companies. When Intel announces they are using Samsung, then it will be believable...

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From: neolib6/18/2019 3:58:21 PM
of 32120
 
An EETimes article on the chiplet ecosystem:

eetimes.com

IMHO, not much credit given to AMD considering they are two years into high volume delivery of this technology.

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From: bit36/18/2019 10:58:38 PM
of 32120
 
1. Cray to Accelerate ENVIRONMENTAL GENOMICS Research at Singapore Centre for Environmental Life Sciences Engineering

finance.yahoo.com

2. NEC to Deploy Direct-Liquid Cooled, AMD EPYC Processor Powered Supercomputer for the German Aerospace Center (DLR)
au.finance.yahoo.com
reddit.com

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