No one has doubted Intel's tech...its their manufacturing that is the problem. Anyone can make one successful chip from a wafer...making 80%+ yields is an entirely different problem to crack.
What part of any plan they have had tells you they are likely to stop losing money any time soon? They are basically selling for asset price right now...because the market doesn't believe they are worth more than their assets.
This was not just from a thumb drive as that is very tightly controlled at TSMC (they did catch someone right away before it got leaked). The employees were caught printing info and removing it from the company (caught due to magnetic ink setting off the metal detectors) as well as using phones to take pictures of their laptop info while connecting from offsite. Taking pictures of remote laptops is a more covert way, but both employees were caught through suspicious pattern analysis and review of access logs of people right before they quit the company.
Apple was TSMCs biggest customer (25%) and nVidia is 2nd (12-15%). The bigger thing being that between the two, they lock up most of the bleeding edge process capacity and leave everyone else fighting over older processes.
Probably losing appeal because, as another article pointed out, the 18A process has been found to be roughly equivalent to TSMC's N3 process, which was in HVM in 2023...not exactly what was promised the last few years (which was better performance than TSMC N2).
What is interesting is TSMC claimed this over a year ago and Intel denied it.
A majority of the chiplets are made by TSMC, but the main cores had still made by Intel. This has changed somewhat the last few years, but TSMC is still making a lot of chips for Intel. Supposedly the 18A node will be used for the latest gen CPU but it is still likely to use some TSMC chiplets.
>>>and quietly rolled out a limited-access beta version last month during a period of uncertainty surrounding the United States' Common Vulnerabilities and Exposures (CVE) program.
You mean the 24 hour period where people freaked out and assumed things that weren't true? The renewal came down to the wire just like most do during negotiations...MITRE tossed the news out there to stir up concerns but it was all just sensationalized. A "funding lapse" is not the same as "contract not renewed yet"...
"This comes after the Feds decided not to renew their long-standing contract with nonprofit research hub MITRE to operate the CVE database." [1]
Doesn't seem like an untrue assumption. Feds decided not to renew the contract, people got upset, and later the feds decided to renew the contract the night it would expire [1].
This is like saying Y2K is a nothingburger because people updated the code to handle more than 2 digit years. It's because of the people getting upset that triggered a preventative measure preventing the problem. It's just the superman movie [2], if the kid just listened to clark kent then superman would've never been necessary.
Review Peter Allor's comments...struggles on who pays and who should be the long term controller of this program was what led to the push right up to the last minute. As usual in government if you don't push hard enough nothing will change...and I still see nothing from CISA regarding their views on what happened...all we see is conjecture from MITRE and joy because they got their $$$.
