Tim Beyers
speaker
1,508 appearances
10 recordings
1 series
first heard Oct 2025
last heard 2 Feb
Tim Beyers’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in Nov 2025 with 3.
Appearances
This is really small.
And the smaller the chip, the more power efficient it can be.
Sometimes you can put more of these chips together on a wafer so you can create a more powerful chip.
The implication here is that these processes are going to be highly useful for things like
wait for it.
AI, Asit.
How big a deal is this, do you think, making essentially highly advanced chips here on U.S.
shores?
How much credit should we give Intel for this, knowing that it's not done yet, but they are working on it?
Yeah.
We don't have a lot of Intel announcements about customers that are using the Intel Foundry for manufacturing at scale their most advanced chips.
We know that Amazon Web Services is doing this.
We know that Nvidia at least is trialing some things.
What Intel has said
is that they expect those most advanced chips, those 14A designs you were talking about, Asit, there will start to be decisions about manufacturing at that level in the first half of 2027.
Say that three times fast.
But essentially, maybe call it spring or late spring of 2027.
We're not there yet, but it's early enough.
Having said that, Rick, I'll start with you here.
Intel Foundry, for really the past few years, has been a net zero in terms of contributor to Intel.
Showing 321–340 of 1,508 · page 17 of 76
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