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V
""Intel has outsourced about 30% of the total number of wafers to external contract manufacturers such as TSMC""
I can't see that in...
Apr 3, 2024
V
We can talk about this but the challenge is that Intel just has Wafer cost. It includes everything. The issue for intel is typically the...
Apr 3, 2024
V
He said Intel has ~200k wpm starts, if that is correct their Fab utilization isn't good because they have a lot more capacity than that...
Apr 3, 2024
V
I have actual numbers for 18A pitches, I can't publish them but I can say that 18A high density cell transistors per mm2 are slightly...
Apr 3, 2024
V
When comparing wafer costs there are two components, one is process cost and the other is fab cost. Intel 10/7 processes are very...
Apr 3, 2024
V
You are right. thank you for correcting me.
Intel is 8-year while UMC is 7-year.
The difference between 8-year and 5-year depreciation...
Apr 3, 2024
V
Intel claimed 18A wafer cost as good as TSMC:
Question:
1. Intel use 8-year depreciation while TSMC use 5-year depreciation
2. Intel...
Apr 3, 2024
V
This is an interesting slide:
- Performance/watt - I agree with their ratings.
- Density - I don't agree with, TSMC is way ahead of 18A...
Apr 3, 2024
V
A few year later, shareholders will be hesitating to throw more money into Rapidus. Just like LCD and DRAM history in Japan.
Japan...
Apr 2, 2024
V
I think you’re talking about the CUDA of 5-10 years ago. Since Volta and CUDA 8.0 (2017) the focus has been on ML/AI and new tuned data...
Mar 29, 2024
V
@Maximus
Intel revenue is 300M per quarter including packaging and sales of masks and equipment. external wafer revenue is less than...
Mar 26, 2024
V
Progress being made at TSMC Phoenix site
Mar 21, 2024
V
Warren Buffett is a smart guy, but I've never understood his geopolitical risk concerns about TSMC, sufficient to cause him to divest...
Mar 19, 2024
V
A friend of mine just bought a new M1 MacBook for $749 a few weeks ago. He can't imagine why he needs anything faster, and likes the...
Mar 8, 2024