notdevin

The critical mistake in the US not keeping pace with TSMC in chip production was to not leapfrog the silicon wafer. You can get behind another nation on a tech and still catch up or surpass, but you can't do it with the same core tech. That would be like trying to catch up to Kobe playing his game.

@backpack put a bank in your pocket and use your money whenever, wherever, however without permission

/backpack
/notdevin
icebreaker.xyz/notdevin

Intel 18a has me betting Intel will have a process advantage next year. New Xeon architecture on Intel 7 and 3 is a performance leader. They are getting a lot of heat because they spent so much money on multiple nodes at once, and have fallen behind in rev… but I think we see them as a leader again by 2026.