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Recent content by prime007

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    T J Rodgers says Chip Act wil do more damage than good, CNBC now

    Given how divided, dysfunctional and petty Washington is these days, I wouldn't hold my breath on a CHIPS Act 2 or CHIPS Act 3 anytime soon...much to Pat's chagrin. I mean the Senate just recently blocked the PACT Act and it previously enjoyed wide-spread bipartisan support. :rolleyes:
  2. P

    Samsung, TSM and Intel the odd man out

    Peter Wennink, ASML CEO, made that statement BEFORE Intel announced their 'IDM 2.0' strategy although I personally doubt the market can support five players. The reason is that only a few large companies (like Apple, Qualcomm, Nvidia and AMD) will be able to afford 1. TSMC - Although they've...
  3. P

    TSMC has the largest market share in the global semiconductor manufacturing industry

    It looks like TSMC will be investing some of their money in mature and specialty nodes after all. The article states that they will expand their capacity by 50% by 2025 and will be intensifying their competition against GlobalFoundries, UMC and SMIC...
  4. P

    Chips act should an investment, not a grant

    To summarize a Washington Post article (paywall)... There is strong support in Congress for the semiconductor subsidies, and for increased spending on the National Science Foundation and other research efforts, but agreement breaks down over other policies. Source (paywall)...
  5. P

    Semiconductor Dependency Imperils American Security

    Eric Schmidt (ex-CEO of Google) and Graham Allison (Harvard professor of government) wrote a commentary in the WSJ arguing that American national security is at risk if it is completely dependent on Taiwan for advanced semiconductors. You can read their arguments in the link below...
  6. P

    TSMC says it will have advanced ASML chipmaking tool in 2024

    TSMC executives stated on Thursday that they will have ASML's "high-NA EUV" chipmaking tool in 2024. Source: https://www.reuters.com/technology/tsmc-says-it-will-have-advanced-asml-chipmaking-tool-2024-2022-06-16/
  7. P

    TSMC commits to nanosheets at 2nm

    EE Times reports that TSMC has now publicly confirmed that they will be using nanosheets at 2nm starting in 2025. They also gave a quick preview of TSMC roadmap for the next few years as well as provide some color on the competitive foundry market. Source...
  8. P

    China/Taiwan, War a lose/lose

    Bloomberg reports (link below...apologies paywalled) A senior Chinese economist at a CCP-run research group has called on the government to seize TSMC if the US hits China with sanctions like those leveled against Russia. Source...
  9. P

    TSMC to boost ties with Memory Vendors - Good news for MU? Good news or Intel?

    According to Tip3X (a small website I've never heard previously of), TSMC Chairman Mark Liu hinted that TSMC would start cooperating with Micron in the field of logic and memory chips. https://www.tip3x.com/2021/12/04/tsmc-will-work-with-micron-in-the-field-of-logic-chips-report/ Perhaps that's...
  10. P

    TSMC Pay in the USA Comparison:

    TSMC actually recently approved of an employee stock purchase plan that subsidizes employee purchases of TSMC stock by 15%. Employees of TSMC and its fully owned subsidiaries would be allowed to allocate 15-20% of their monthly salaries for stock purchases. This plan will take effect in August...
  11. P

    Arm China’s renegade chief makes his last stand

    Thanks for the pictures of the signatures, VCT. Is it me or are there a few names that seem to repeat? That said I hope ARM will NOT transfer access to the ARMv9 or any additional ARM IP to ARM China given the lack of cooperation from Chinese authorities. Or perhaps they can start a new...
  12. P

    Samsung to Spend $360 Billion on Chips, Biotech Over 5 Years

    It's expected that much of that money will go towards mergers and acquisitions. Samsung recently hired BoA investment banker Marco Chisari whose specialty is M&A in the semiconductor sector as the head of Samsung Strategy and Innovation Center. The Korea Times indicated that Samsung...
  13. P

    Will Intel’s Turnaround Plan Include Ankle Bracelets?

    Apparently the labor shortage at Intel is so severe that they're willing to rehire workers they previously laid off... https://www.oregonlive.com/silicon-forest/2022/05/intel-facing-labor-shortage-revokes-no-rehire-rule-from-prior-layoffs.html?outputType=amp
  14. P

    TSMC 4nm vs Samsung 4nm

    It looks like Samsung is planning on showcasing a 3nm processor to President Biden during his visit to South Korea. However, the rumor is that Samsung's 3nm chip currently only yields 10-20% range! Source(s)...
  15. P

    TSMC 4nm vs Samsung 4nm

    For Qualcomm's risk of becoming a white label, their answer may be their $1.4 billion acquisition of Nuvia. I believe Qualcomm indicated that they would use whatever design (either NUVIA's or ARM's) is more performant in the future. I'm curious how Nuvia's PC processors (due in late 2023) will...
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