
More than 40 years covering tech, now freelancing on chips and enterprise tech for the New York Times--and playing a lot of music. [email protected]
San Francisco
Joined September 2007
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Not looking good for Jensen; the board is meeting, it seems: nytimes.com/2026/11/11/techn…
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Adding a little historical perspective to the sad news about Jensen: nytimes.com/2026/11/09/techn…
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Don Clark retweeted
From the $INTC call. Particularly the last sentence.
FINALLY they said it lol.
"We made the decision in Q2 to fully committed to high volume ramp in 2028"
"Our early work on Intel 14A continues to make good progress. We continue to build out and validate the IP portfolio for Intel 14A as we position the 14A family for broad adoption across a wide range of customers.
I'm pleased to see the increasing momentum in customer engagements for Intel 14A, and I'm increasingly confident that 14A will be a highly competitive process technology across the key vectors of performance, power, density, cost, and schedule.
With encouraging progress from external customers and increasing demand from our internal product teams, we remain on track for Intel 14A risk production for internal products in the second half of 2027 and we made the decision in Q2 to fully committed to high volume ramp in 2028"
Intel's numbers suggest that CPUs are becoming cool again nytimes.com/2026/07/23/techn…
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TSMC is not just the kingpin of turning wafers into chips nytimes.com/2026/06/26/techn…
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IBM's nanostack transistor a highlight of its latest advance in Moore's Law style scaling nytimes.com/2026/06/25/techn…
Micron is minting money, it seems, with gross margins for some units of its memory business as high as 87 percent, and a projection of a $50 billion revenue quarter investors.micron.com/news-re…
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China is not standing still in supercomputers, despite no GPUS. nytimes.com/2026/06/23/techn…
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One of the true wise men of Silicon Valley is gone (obit masterfully written by John Markoff): nytimes.com/2026/05/17/obitu…
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It was pretty clear from Q4 that Intel could sell a LOT more chips if they could just boost production, and here we are: nytimes.com/2026/04/23/techn…
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After all these years, Cerebras is actually posting a sizeable profit (or so it says in its new IPO prospectus) nytimes.com/2026/04/17/techn…
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This was long foretold, but still significant--Arm has become a chip maker. nytimes.com/2026/03/24/techn…
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It's not the acquisition we once expected, but here's Intel juggling the multiple roles of its CEO: nytimes.com/2026/02/24/techn…
Here's another complication for Intel: nytimes.com/2025/12/10/techn…
My latest for the NYT, circling back to the supercomputers I first started tracking in the early 1980s for the St. Paul Pioneer Press: nytimes.com/2025/11/20/techn…
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Qualcomm's now an AI chip company, it seems nytimes.com/2025/10/27/techn…
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What is Megaspeed and how did they get so many Nvidia chips? Intriguing Times investigation: nytimes.com/2025/10/09/techn…
