johnsonwax

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• • J

    johnsonwax replied to the thread Discussion Apple Silicon SoC thread.

    Not sure where to report this, but it looks like some domestic semiconductor companies are furloughing employees next month due to...

    Friday at 5:24 PM
  • J

    johnsonwax replied to the thread Discussion Apple Silicon SoC thread.

    There is no country not being tariffed right now, btw. It gets Apple out from behind the most crippling tariffs, but there's a 26%...

    May 5, 2025
  • J

    johnsonwax replied to the thread Discussion Apple Silicon SoC thread.

    Report that Apple will split iPhone releases into a pro/foldable and non-pro/se into a standard fall/spring schedule. That would create...

    May 4, 2025
  • J

    johnsonwax replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    Well, 4 months ago you could probably trust most of TSMCs talent would come to the US. Not so sure now.

    Apr 28, 2025
  • J

    johnsonwax replied to the thread Question Intel's future after Pat Gelsinger.

    The reason why both AMD and Intel are losing to Apple on performance potential is not because of management or engineering, but lack of...

    Apr 24, 2025
  • J

    johnsonwax replied to the thread Question Intel's future after Pat Gelsinger.

    20% isn't hard to hit, tbh. Particularly when you are acquiring and throwing off so many new businesses as Intel did. You build up these...

    Apr 24, 2025
  • J

    johnsonwax replied to the thread Question Intel's future after Pat Gelsinger.

    Right, but that TSMC partnership is not independent of what I said. ARM + foundries blew holes in both of Intel's moats - proprietary...

    Apr 24, 2025
  • J

    johnsonwax replied to the thread Question Intel's future after Pat Gelsinger.

    They only had a massive CPU advantage because there wasn't PC volumes of dollars flowing into mobile architectures before. And they...

    Apr 24, 2025
  • J

    johnsonwax reacted to mvprod123's post in the thread Discussion Apple Silicon SoC thread with Like.

    Apple C1 analysis Source: https://eetimes.itmedia.co.jp/ee/articles/2504/21/news030.html#utm_term=share_sp Translated from the Japanese...

    Apr 22, 2025
  • J

    johnsonwax replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    I think we're past the point of most CEOs being gullible enough to fall for the 'maybe if we suck Trumps dick he'll give us a nice pat...

    Apr 22, 2025
  • J

    johnsonwax replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    I'm of the view that Intels foundry business is only going to be saved by investment by domestic fabless industry, and that would need...

    Apr 21, 2025
  • J

    johnsonwax replied to the thread Discussion Apple Silicon SoC thread.

    In fairness, they aren't particularly well suited to a 19" rack either. For $100 you can get a mount for 3 M4 minis in 2U. So 2 racks...

    Apr 21, 2025
  • J

    johnsonwax replied to the thread Discussion Apple Silicon SoC thread.

    Nice to see the old ways haven't been completely forgotten. $1000 19" rack? How about an $89 wire shelf from Walmart and a bucket of...

    Apr 21, 2025
  • J

    johnsonwax replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    You think it's more likely that Apple is going to be making an unprecedented reveal at a technology conference that they are now fabbing...

    Apr 21, 2025
  • J

    johnsonwax replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    Authors of the paper worked at Intel when it was developed, but now works at Nvidia/Apple. Doesn't imply that Nvidia/Apple are using...

    Apr 20, 2025

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