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B
Here is Ian Cutress's take on it:
https://morethanmoore.substack.com/p/intel-foundry-realigning-the-money
Not 100% correct but very...
Apr 4, 2024
B
We published a blog on this and how it matches the scenarios we published on Semiwiki last month
Key takeaway: Intel Costs are higher...
Apr 4, 2024
B
According to Morningstar, TSMC stock is undervalued after much good news about AI has been incorporated this year, and they have a ”wide...
Apr 1, 2024
B
chinatimes.com looks like a quality source. I don't know how you find these Dan but keep it up. Being in Mandarin, I clicked translate...
Apr 1, 2024
B
Does anyone know the difference between 3nm and 2nm EUV systems? It is hard to believe that TSMC, ASML's #1 customer, is in line behind...
Apr 1, 2024
B
@Maximus
Intel revenue is 300M per quarter including packaging and sales of masks and equipment. external wafer revenue is less than...
Mar 27, 2024
B
50% TSMC content is, effectively, a tipping point. Intel is fab lite (and shell heavy).
I think building fab shells has strategic...
Mar 12, 2024
B
Remember what David Zinser Intel CFO said:
"I think probably, we are a little bit heavier than we want to be in terms of external wafer...
Mar 12, 2024
B
I think Intel will be on TSMC N3 for several years. It is easy to design to and there is a ton of TSMC design experience in India at...
Mar 12, 2024
B
Every so often we have a discussion about the compactness of a new process. You know, what does it mean to be a 2nm process when...
Mar 6, 2024
B
Otherwise how else to get "interactions"
Isnt this how modern day journalists are judged and how they actually get paid.
The title of...
Mar 6, 2024
B
"Focus on what is shipping in volume"
Agree.
"Lake" products are mostly non-Intel-manufacturing, with Intel packaging. A retreat from...
Mar 6, 2024
B
"More capable substrates open the door to innovation at every other level in the packaging process."
The US needs domestic-located...
Feb 29, 2024
B
I look at 5 nodes 4 years as a statement of Intel R&D performance, not manufacturing. Samsung and TSMC could well be doing the same...
Feb 25, 2024
B
Irrelevant. TSMC is not converting any of their N5 or N3 fabs into N2 fabs. Intel AZ and TSMC's two N2 sites are both starting from a...
Feb 25, 2024