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Joined 2 years ago
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Cake day: July 6th, 2023

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  • IMHO, the old CEO kind of got a raw deal. He was right. To save intel, they need invest in fabs, not grow for a bit, and eventually separate the manufacturing and design businesses into two separate, unrelated companies. But investors want growth and money now, they don’t want to play the role of venture capital for a legacy company that needs to transform.

    TSMC was able to advance its fabs because they have high volume from everyone that isn’t Intel. Intel’s fabs primarily make Intel stuff because they can’t get other clients. Other clients don’t manufacture with Intel because Intel’s design department can copy their homework. Intel needs to invest heavily into fabs, then split in two. If that doesn’t happen, chip manufacturing in the US is toast.











  • This article doesn’t have any sources, and all of the sites talking about this are pretty unreliable. I’ll believe it’s real when the reliable rumor sites pick it up.

    That said, Apple Intelligence has three tiers of prompt processing. Apple’s private on-device model, Apple’s private cloud model for more complex prompts, and external model integration for the most complex prompts processing. The latter is model agnostic.

    Apple launched with ChatGPT as an optional integration, but in theory, it could plug into whatever. Gemini, DeepSeek, etc.

    Apple will probably just swap GPT for DeepSeak in China, just like they swap Google for Baidu with search.