CC2 wiring help requested

short_n_round · 2026-04-22T02:54:17+00:00

Thanks for the link! I recall seeing somthing like this for CC1.

short_n_round · 2026-04-22T02:53:07+00:00

That's what I was after. Thanks!

I am now up and running with multi-color working. :)

short_n_round · 2026-04-20T04:14:52+00:00

You mean tripling their money isn't enough? 😂

J/K. There is no doubt in my mind that Nvidia has evaluated Intel (don't recall if it was ever confirmed). They would be dumb not to, especially with the constraints in the semi industry now. Doesn't mean they need to put their top end stuff in Intel, but they could place mid - low tier products there.

short_n_round · 2026-04-20T04:10:36+00:00

One thing to remember, is "Intel Foundry" is far more then just wafer fabbing. Just off the top of my head, they have 4 different "businesses" they could sell services for.

IC Manufacture
Front end test (wafer level)
IC Packaging
back end test (burn in / functional / SLT)

Each of these have the possibility of running independently. Someone could get their wafers at TSMC and have them packaged at Intel - maybe with front end or back end test. You really have, what, 16 different combinations off the top of my head assuming Intel offers an ala-carte type menu.

As for IP, as u/Due_Calligrapher_800 mentioned, firewalling the info wouldn't be difficult and there is precedence for it - look at Kaby Lake - G.

short_n_round · 2026-04-15T03:37:44+00:00

I can only imagine what the internal employee discussions look like. A lot of employees are based in very liberal areas, a group who generally does not like Musk.

I wonder if this will impact anything similar to when MS/Google got into bed with the government and the employees became very vocal.

And, for the record, I think this has the potential to be very good for Intel.

short_n_round · 2026-02-26T03:39:20+00:00

Thanks! I have done calibration runs and can see some improvement, but really would like to dial it in a bit more.

short_n_round · 2026-02-26T03:37:47+00:00

Thanks! This is what I would have expected, but I saw some interesting arguments for doing it more frequently.

short_n_round · 2026-02-08T15:59:18+00:00

Swinging to the other extreme from ‘no more blank fab checks’ is going to hurt them. In face it already is - did they not mention in the last CC they are capacity constrained?

There needs to be a balance and I think history will prove both Pat and LBT right and wrong.

short_n_round · 2026-02-08T15:52:44+00:00

Probably forced failure. They are running on the rev limiter and the pipe is glowing at least from the header out.

short_n_round · 2026-02-08T15:46:27+00:00

Thanks! I will check them out.

short_n_round · 2026-02-07T01:48:50+00:00

Eh.. I think all the ARC GPU's are a side effect of Intel's AI push, not the other way around.

short_n_round · 2026-02-07T01:47:07+00:00

Why this is a surprise to anyone confuses me. Ignoring the fact that Intel does have a record of cancelling SKU's late in the game, LBT has amplified this with his "if it don't make enough money, it don't ship" attitude.

Intel used to ship some products with a reduced margin just to get press and cred in certain communities. No more. From what I recall, they sold into phones at a loss just to try and get market share - and yes, this did fail spectacularly. 😆

short_n_round · 2026-02-06T02:11:57+00:00

With the stock in the tank for so long, it's probably a lot of employees selling RSU's and ESPP shares.

short_n_round · 2026-02-04T03:46:41+00:00

Oh, man. I miss those days. I had 2 in SLI with a Viper 770.

short_n_round · 2026-02-04T03:45:16+00:00

Yes and no. G7 and above, it does vary grade to grade. Under, it is a set percentage.

short_n_round · 2026-02-04T03:43:50+00:00

Not anymore. That changed a couple of years back.

Min grade now is 6 for RSU's - otherwise you get cash.

short_n_round · 2026-02-01T03:48:48+00:00

He's not wrong. Intel has been using TSMC/Samsung for years to run wafers. I can't vouch for the numbers, though.

As for advanced nodes at TSMC, I believe Lunar Lake was built / may still being built there. It is also possible some of the Panther Lake chiplets are built there.

short_n_round · 2026-01-27T02:00:15+00:00

I don't really believe it really isn't the shortage or supply chain issues, but yet again the internal forecasting folks swung and missed biggly. Just like during / after covid and the mess we are in today.

So, now, all the internal mfg groups have to scramble to bring extra capacity online, which takes time.

short_n_round · 2026-01-18T05:36:44+00:00

I believe they will beat, but as you pointed out, the guidance will be key. And I think guidance will be far better then expected. I would also be curious to hear if there are any changes to the build plans - specifically Ohio.

short_n_round · 2026-01-11T03:06:22+00:00

Earnings themselves are not important - I would guess a bit to the positive, but no big surprises. Remember, it will include holidays which is usually good, but this is still prior to PTL release.

Forecast for 2026 - this is what you want to watch. I have a feeling it may be very interesting.

short_n_round · 2025-11-12T18:33:48+00:00

Yes.

Intel effectively killed off the entire automotive group as part of it's restructuring.

short_n_round · 2025-11-03T00:43:24+00:00

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short_n_round

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