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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 way to use AI.
I don't understand this assertion with only limited details published. For example, AI PC may help AI inference operations but I don't have a...
In 2012 Intel invested the largest amount of money ($4.1 billion) in ASML along with Samsung ($970 million ) and TSMC ($1.4 billion). But Intel is the last one to start using EUV machine at its fab in Ireland in September 2023. It's about 4 years after TSMC's EUV HVM in 2019. And Intel owns...
During the conference call TSMC did say the smartphone sector is weak but overall revenue got help from the strong AI/high performance computing orders.
While most TSMC's AI and high performance computing clients are using N7/N5/N4, leading edge smartphone processors are using N3. Weak...
It's not a one-to-one replacement situation. A lot of PRC's semiconductor import are used for assembling products for export. The choices of the chip selections are controlled by those foreign companies who use PRC's assembly lines.
"In Arizona, we have received the strong commitment and support from our U.S. customers and plan to build 3 fabs, which help to create greater economies of scale. Each of our fab in Arizona will have a clean-room area that is approximately double the size of a typical logical fab. We have made...
If Rapidus is positioning itself as a national research and development project instead of a for profit startup, then it "will" achieve its own defined goals successfully. Although it can be as good as a gimmick.
Thanks. You can contact the authors to find it out. The diagram from their research and you posted earlier is not clear to me in several aspects. I assume the "value add" in their research means the gross profit of each segment. But their belief on the "Pre-competitive Research" segment adding...
"A Rapidus TSMC joint venture would we successful. "
The problem is that Rapidus doesn't have too much value to offer in such joint venture. Such as:
1. Market access. TSMC and its longtime partners/customers (Toyota, Denso, Renesas, Sony, Fujitsu, etc.) already have the access, relationship...
The microscopic art scene
The doodles represent an amusing a collision of technology and art.
Albert Folch, a professor at the University of Washington's bioengineering department, is an expert in the field. He has long merged science and art in a program he calls BAIT (Bringing Art Into...
According to the comments from the Rapidus founder, it needs US$54 billion to start 2nm manufacturing. The investment, scale, customers, target markets, and manufacturing process may be a mismatch...
