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I think that what our industry needs is a more pluralistic world rather than nationalistic. Despite the fact that I dont really know whether it is even possible to envision the semiconductor design and manufacturing sector in a localised manner, the choices that are available are detrimentally...
I am not entirely sure how your remarks perfectly align with reality. While I am not familiar with the overclocking scene, I can see that the clock frequency differences between Intel and AMD processors are not that big to make such excessive quotes that you are making. And since you also...
Everyone is reporting about the economic downturn in the semiconductor field and lots of companies are already reporting grim numbers. In a sense, I believe that this makes a wonderful opportunity for TSMC compared to all other fabs. For fabless or fab-lite companies, in a difficult economic...
We have already seen reports of Intel scaling down their initial grand plans of multiple fabs at multiple locations. For example Intel does not commit to a start construction date for the fab in Germany...
I do not really see this. Samsung apart from RAM, NAND and displays along and with the relevant chips, such as controllers or image processors, is not that big in the mobile sector (and it even buys tons of chips from competitors to use in its products, possible as a way to secure more deals)...
I read this report today: https://www.eenewsanalog.com/en/poor-yield-at-intel-delays-server-processors-says-trendforce/
Is it a credible source? If Intel still has issues with Intel 7, what does this mean for the very aggressive foundry roadmap?
I believe that splitting Intel into two companies, foundry and all the rest, is inevitable. If Intel Design is given freedom to choose other foundries, this is a huge blow to Intel Foundry. Unless they become separate entities, this will not work. The same goes the other way around: a delay in...
Is EDA a US monopoly? Siemens who now owns Mentor is European. I dont know though the level of control, contracts, obligations etc etc. Given that EDA is a big three game, this means that a significant percentage of the pie is not controlled by US (at least directly, but given European efforts...
Just a couple of days ago, nVidia announced their CPU efforts for the datacenter. Intel is expected to announce the availability of their GPUs to the public any day now. So at this point there is not ONE product that nvidia has and Intel does not have a DIRECT competitive product. NOT ONE. So...
I may be saying crazy things, but I can see that we spend billions of dollars worldwide to make all aspects of computing systems more cost-efficient. Chip manufacturing stands away from there. The costs are growing exponentially year by year - even the cost per transistor. That means that for a...
My understanding is that China *was* rapidly becoming one of Taiwan's (more specifically TSMC and the rest) customers until the US decided to cut this off. Huawei until banned was one of the largest customers of TSMC and rapidly growing and it was followed by a number of other companies.
Why on earth should we be discussing in an engineering semiconductor forum things like war and world domination plans? I do not mean no insult or anything, but I am amazed that war planning is always in the back of your mind. No good thing will come out of that, but I guess this kind of...
The situation in manufacturing is very screwed at the moment. If TSMC was not practically a monopoly for the high-end nodes, the distribution of revenue in 2021 would be very worrisome. It demonstrates that TSMC is too dependent on Apple. Now since, TSMC has to accomodate all customers asking to...
