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MKWVentures's latest activity
M
I think Intel will be on TSMC N3 for several years. It is easy to design to and there is a ton of TSMC design experience in India at...
Mar 12, 2024
M
We will see how that is really used. Sometimes the government re-allocates funds without telling people LOL ....
Mar 12, 2024
M
3.5B is not really that much in the Intel Budget, congressional budget, overall semi market. and it is actually less than most people...
Mar 12, 2024
M
Government/DoD sourcing rules are very complex (and well documented) but buying hardware with a TSMC chip in it is not what I meant by...
Mar 11, 2024
M
DOD is not planning to buy products from TSMC. They are planning to buy from Intel.
Mar 8, 2024
M
People keep talking about companies profitability and whether they need subsidies.
No one needs the US subsidies. they will gladly do...
Mar 8, 2024
M
I am more interested in the volume of all these supposed deals. I always hear about wins here and there and at the end of the day, TSMC...
Mar 8, 2024
M
They are certainly less well understood. It is also interesting to me that many folks lump Samsung in as a foundry like TSMC rather than...
Mar 7, 2024
M
Just a couple of notes:
" I think we have most of the top 20 customers on the foundry side running test chips with us. "
Very good...
Mar 7, 2024
M
Good comments and Info @Daniel Nenni
Intel plan is to claim victory (5N4Y) when process is manufacturing ready. That is not acceptable...
Mar 7, 2024
M
Correct.... the difference is leading edge. GF does not have leading edge technology (14nm is not leading edge, 12nm is not leading edge...
Mar 7, 2024
M
I mentioned this in my foundry note to clients. Intel being "US Fab" is a market that really only Intel can fill. the question is how...
Mar 7, 2024
M
It's official, the mature node semiconductor turn-around has begun! Exciting times in the semiconductor industry, absolutely!
Mar 6, 2024
M
I mentioned this in a separate thread. We should be preparing for what happens if you have an advanced process but nothing (or minimal...
Mar 5, 2024
M
the amount of misinformation from foundry day and follow ups is quite amazing. Its not just rumors, its actually mis-stating of what was...
Mar 5, 2024