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hist78 replied to the thread
TSMC's New N4C .
The US pricing strategy will have a high possibility to succeed because TSMC Arizona fab capacity is relatively smaller than TSMC's...
Yesterday at 10:05 AM
"The foundry market is expected to grow from $110 billion today to $240 billion by 2030 with almost 90% of the growth coming from EUV...
Yesterday at 9:37 AM
Patrick Gelsinger
Thanks, John, and welcome, everyone. We reported solid Q1 results, delivering revenue in-line and EPS above our...
Yesterday at 9:20 AM
We were pleased to announce Microsoft as our fifth Intel 18A customer. We also updated our lifetime deal value to greater than 15...
Yesterday at 7:14 AM
I’m not saying you’re wrong.. but BK (and to a lesser degree Otellini) let go of Grovian culture, and we saw them leave a whole lot of...
Yesterday at 7:06 AM
One quote sticks out for me - here's Pat:
"We have rebuilt our Grovian culture"
But is that actually what is required ? That may have...
Yesterday at 7:03 AM
Intel and Pat Gelsinger like to promote the "AI PC" idea and try to convince Corporate CIOs that this is the most efficient and secured...
Apr 20, 2024
"Machine at Intel's Hillsboro campus can produce chips so advanced, they don't yet exist."
Apr 20, 2024
In 2012 Intel invested the largest amount of money ($4.1 billion) in ASML along with Samsung ($970 million ) and TSMC ($1.4 billion)...
Apr 20, 2024
Probably because memory is the ugly stepchild of the semi industry. It is a sad fate since no memory means the logic is completely...
Apr 20, 2024
Tycoon Morris Chang received one of Taiwan's highest medals of honour to recognise his achievements as the founder of semiconductor...
Apr 19, 2024
During the conference call TSMC did say the smartphone sector is weak but overall revenue got help from the strong AI/high performance...
Apr 18, 2024
By Reuters
April 18, 20248:55 AM PDTUpdated 34 min ago
A smartphone with a displayed Micron logo is placed on a computer motherboard...
Apr 18, 2024
How can I say? 🤷🤦
Apr 18, 2024
"High NA EUV is the next-generation lithography system developed by ASML following decades of collaboration with Intel."
A misleading...
Apr 18, 2024