Semiwiki on LinkedIn Semiwiki on Facebook Semiwiki on Twitter Register / Log in 
Array
(
    [content] => 
    [params] => Array
        (
            [0] => /forum/index.php?members/mkwventures.138292/recent-content
        )

    [addOns] => Array
        (
            [DL6/MLTP] => 13
            [Hampel/TimeZoneDebug] => 1000070
            [SV/ChangePostDate] => 2010200
            [SemiWiki/Newsletter] => 1000010
            [SemiWiki/WPMenu] => 1000010
            [SemiWiki/XPressExtend] => 1000010
            [ThemeHouse/XLink] => 1000970
            [ThemeHouse/XPress] => 1010570
            [XF] => 2021370
            [XFI] => 1050270
        )

    [wordpress] => /var/www/html
)

Recent content by MKWVentures

  1. M

    TSMC Q1 2024 Discussion

    What do you think the ramp for Arrow and Lunar lake looks like?
  2. M

    Japan chipmaker Rapidus opens arm in Nvidia's backyard from Nikkei Asia

    I think your inputs are correct and have lowered my confidence that Rapidus will be successful. Their official plan is to supply high volume 2nm 2027. Lets see how that progresses
  3. M

    Japan chipmaker Rapidus opens arm in Nvidia's backyard from Nikkei Asia

    Agreed. The deal would involved Rapidus providing cash, TSMC would create a deal where they control it and cannot lose money. Rapidus gets to claim they are a semiconductor Fab company. I have been involved with a couple of these agreements over the years. But lets go back to original...
  4. M

    The state of the Foundry market before TSMC reports

    I dont know if TSMC is doing vendor managed inventory/holding end product for customers. it would be a pretty popular tool with a lot of their customers. WIP valued at cost is inventory also as Claus mentioned
  5. M

    Japan chipmaker Rapidus opens arm in Nvidia's backyard from Nikkei Asia

    As I have said before, The Rapidus model does not make sense. Single wafer doesn't work (trust me, I have looked at it). Building a 2nm process in partnership with IBM to compete with TSMC in 2027 does not work. The financial investment model does not work There may be something to Rapidus but...
  6. M

    Japan chipmaker Rapidus opens arm in Nvidia's backyard from Nikkei Asia

    "“My idea is single-wafer processing,” Koike said. “It means the fab does not have any stock, so I can manufacture very precisely to control the cycle time.”" Dream is the right word (single wafer processing, no inventory). I think I worked on a project like this years ago. It doesn't typically...
  7. M

    America’s Big Chipmaking Blunder

    Agreed. I would trust a NY Post article on tech more than bloomberg.
  8. M

    Japan chipmaker Rapidus opens arm in Nvidia's backyard from Nikkei Asia

    didnt rapidus plan for low volume fab in 2025?
  9. M

    Shouldn’t Fab 52 be Producing 20A Chiplets if They’re to be Available in 4Q24?

    He is definitely the expert. I am basing a lot of my opinions on where new products might run on Scott's input. @Scotten Jones
  10. M

    $6.6 Billion in Subsidies to TSMC Won’t Fix Deep Market Structure Issues In Semiconductor Industry

    Reminder: Purpose of Chips act is to get more fabs in US. Not to help Intel, Not to help profits..... Getting the most successful Fab company in history to build a plant in the US is great. Also ... the ITCs pay in 2024 regardless of of the other awards.... good for investment.... but...
  11. M

    Shouldn’t Fab 52 be Producing 20A Chiplets if They’re to be Available in 4Q24?

    Whenever 20A and 18A ramp. Our model is that D1 can support it through 2025 unless demand improves. Fab 52 should be capable of shipping production by Q32025 for Intel to be successful (IMO)
  12. M

    Intel's Guadi 3 Flop

    Lets focus on Gaudi and not codenames (I can give a history of code names and "problematic" ones (not all Israeli) over a beer. Why is Intel struggling to get any traction in AI hardware? Intel has been working on this for years. What is holding them back
  13. M

    Ranked: Semiconductor Companies by Industry Revenue Share

    how do we think Q1 2024 will end up
  14. M

    Do Intel's latest chips really beat Nvidia's?, Is Gelsinger the right leader for Intel?

    Intel fell behind in technology in late 2010s and Chose to outsource to TSMC to save money and have leading tech. Then Pat decided to go big on foundry and new technologies and commit 5-7 new fabs and compete with TSMC and work with the government. That was 100% Pat's choice. Intel was not...
  15. M

    TSMC to get $6.6B, manufacture N2 in Phoenix

    TSMC AZ is going to be a enormous impact to AZ and the US. Chips act is delivering! I don't know about Japan food.... If you said Singapore food, Taiwanese food, or Shanghai food.... Maybe :ROFLMAO::ROFLMAO:
See more
Back
Top