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Recent content by Maximus

  1. M

    Does IFS or IF has a single HVM External Customer Yet?

    Definitely there are some orders like Mediatek to use Intel 16. The question is how big of the volume? For the reference, IFS 2023Q4 revenue is 0.29 billion, in contrast, tsmc 2023Q4 revenue is 19.6 billion. Intel 3 does not win a big customer and Intel 18A seems the same from the CFO's...
  2. M

    TSMC, Intel suppliers delay U.S. plants on surging costs, labor crunch

    https://asia.nikkei.com/Business/Technology/TSMC-Intel-suppliers-delay-U.S.-plants-on-surging-costs-labor-crunch TECHNOLOGY TSMC, Intel suppliers delay U.S. plants on surging costs, labor crunch At least 5 chemical makers slow expansion as industry awaits CHIPS Act funds CHENG TING-FANG and...
  3. M

    President Wei Zhejia (CC Wei) shows confidence: "There is no way to compete with TSMC"

    Taiwanese people and leadership are not naive that most of them understand the importance of diversification. However, there are many ways to achieve diversification and we can observe Japan and US taking very different approaches. Just like Aesop's Fables <<The North Wind and the Sun>> For US...
  4. M

    President Wei Zhejia (CC Wei) shows confidence: "There is no way to compete with TSMC"

    The audiences of this talk are Taiwanese. Recently Taiwanese people feel uncomfortable about (1) CHIP Act and (2) tsmc's oversea expansion that they are afraid the positions of tsmc and/or Taiwan will be weakened. Burn Lin (the inventor of immersion lithography, formal tsmc's R&D VP) and others...
  5. M

    TSMC celebrates as Arizona hits key construction milestone on second fab!

    In Japan, people get high pay from doing financials/lawyers and the pay for tech workers are not so good. Hence it's relatively easy for JSMC to give Japan workers higher pay than market average.
  6. M

    TSMC New COO: Y.J. Mii and Y.P. Chyn

    https://pr.tsmc.com/english/news/3116 TSMC Special Board of Directors Meeting Resolution HSINCHU, Taiwan, R.O.C., Feb. 29, 2024 – The TSMC (TWSE: 2330, NYSE: TSM) Board of Directors today held a special meeting and approved the appointment of Senior Vice President of R&D Dr. Y.J. Mii and...
  7. M

    Intel To Utilize TSMC’s 2nm Process In Next-Gen “Nova Lake” CPUs

    2025 iPhone Pro/ProMax will be based on N3P. This could explain why CC Wei keep using N3P to compare with Intel 18A because N3P and 18A will be the most advanced HVM nodes in 2025. As for N2, tsmc should do a ceremony in the end of 2025 to claim they achieve mass production in 2025, like they...
  8. M

    Intel To Utilize TSMC’s 2nm Process In Next-Gen “Nova Lake” CPUs

    Since CC only said "everybody, the "except one" could be Samsung?
  9. M

    Intel partners with UMC

    https://ec.ltn.com.tw/article/breakingnews/4531066 Last Christmas there are many Taiwanese news said UMC will do 12nm technology transfer to Intel and get over 10 billions NTD (>300 millions US dollars) from different stages. The reason of this collaboration is because UMC's 12nm process is for...
  10. M

    Intel may be ready to launch a new monster CPU

    CPU names with "KS" in the end is just the "K" version with better quality so the max frequency can be ~200MHz higher. It's not a big breakthrough.
  11. M

    Rumors swirl that TSMC chairman Mark Liu was forced to retire over Arizona fab debacle

    https://www.wealth.com.tw/articles/1d83512f-24b4-415c-99cd-37927336339a A detailed report to summarize information got from interviews with several tsmc high level personnels The article is in Chinese. Below are content translated by Google Translator: Liu Deyin=Andy Lau=Mark Liu Wei Zhejia=CC...
  12. M

    TSMC Announces Dr. Mark Liu Not to Participate in Next Board of Directors Election

    WoW. That's very visionary to point out Cliff Hou 10 years ago. There are a lot of SVP older than Cliff so it's still hard to say. CC can be both Chairman and CEO at the same time just like Morris, so they might not appoint the successor of CEO next year. Wait to see. ---- On the other hand...
  13. M

    TSMC Announces Dr. Mark Liu Not to Participate in Next Board of Directors Election

    People are talking about Cliff Hou. This March he replaced Mark as the new chairman of TSIA (Taiwan Semiconductor Industry Association). https://theorg.com/org/tsmc/org-chart/cliff-hou
  14. M

    Intel 4 Process Node Powers Ericsson New Compute Chips

    https://wccftech.com/intel-4-process-node-powers-ericsson-new-ai-and-5g-advanced-ran-compute-chips/ Intel 4 Process Node Powers Ericsson New “AI and 5G Advanced ” RAN Compute Chips The interesting part about the new Ericsson silicon is the utilization of the Intel 4 process, and the images...
  15. M

    An interview with Tom Caulfield and a second interview with Ann Kelleher

    It's more difficult to use smaller numbers for advertising incremental improvement now because there's no integer between 3 and 2. Instead of N3B, N3E, N3P, maybe N3 --> N3 Pro --> N3 Max --> N3 Ultra?
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