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Samsung recently announced plans to start using 3D DRAM in its upcoming memory products. This move will involve a technology called...
Apr 9, 2024
Very useful chart (perhaps we could do with more of these in some of the comment threads).
Back of a fag packet calculation:
So...
Apr 9, 2024
Chiplets really are going to change the foundry business. 2nd and 3rd source wafer manufacturing just got a whole lot easier, once the...
Apr 9, 2024
historically the price was allocated cost from manufacturing. The allocated cost from process development went to product groups also...
Apr 9, 2024
I don't know what wafer pricing Intel uses for their product groups. Is it list price? Or is it preferred pricing? Will Intel provide...
Apr 9, 2024
Hopefully we can all agree that the TSMC AZ fabs will be successful, even after a rough start. This tells you a lot about TSMC. Some...
Apr 9, 2024
Coincidence?
On March 6th 2024, Morgan Stanley and David Zinser, Chief Financial Officer of Intel, were discussing (via Seeking Alpha...
Mar 13, 2024
Intel PowerVia certainly is an advantage against AMD at 20a and 18a but it is not an advantage against TSMC until foundry customers can...
Mar 13, 2024
"In Kelleher's talk she said that the Veldhoven machine has seen the "first light on wafer in resist," meaning the machine has been used...
Feb 29, 2024
Sam is a dreamer but sometimes dreams come true (ChatGPT). I do not believe he is a fraudster. You should also know that Elon Musk and...
Feb 15, 2024
Micro dosing IS common amongst AI people.
Feb 15, 2024
In one to two years timeframe, Intel's advanced packaging service might get more external customers than its chip foundry. Although the...
Feb 2, 2024
Some other reasons I believe are also in Intel's mind:
1. Intel will have too many fabs and capacity while there is no matching and...
Feb 2, 2024
US companies do share buybacks to:
1. Reduce shareholder dilution from employee stock options and RSUs.
2. Bypass the double taxation...
Feb 2, 2024
The biggest shift in Intel's (NASDAQ: INTC) strategy over the past few years under CEO Pat Gelsinger has been opening up its...
Feb 2, 2024