12/20/19 Intel Circles the Drain

Charlie Demerjian of Semiaccurate held another conference call with Susquehanna Group on 12/19/19, as announced on Twitter, here. He backed up what he had written on his blog previously, mainly how bad Intel is doing with their 10 nm and 7 nm processes. Reddit user Long_on_AMD did an excellent summary, here. Poor yield is a… Continue reading 12/20/19 Intel Circles the Drain

11/27/19 Dell Slaps Intel!

On 11/20/19 Intel put out a Supply Update letter, which apologized to its customers the now famous Intel CPU shipment delay and shortage problem. However, Intel remained adamant that such problem is due to the increased demand from “sustained market growth”. Charlie Demerjian at Semiaccurate had published an excellent article, which completely debunked such baloney.… Continue reading 11/27/19 Dell Slaps Intel!

9/27/19 AdoredTV Comes to the Rescue, the Mystery of the Zen 2 6 Cores Chiplets

Jim at AdoredTV posted a much welcomed YouTube video called “AMD's Make or Break”. He had been taking a break from posting videos, as well as reserving such videos to patreons only. So when he put out this video, it was much appreciated! In this video, Jim went through some likely calculations of the yield… Continue reading 9/27/19 AdoredTV Comes to the Rescue, the Mystery of the Zen 2 6 Cores Chiplets