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Search results

  1. K

    Intel Investor Meeting Keynote

    I'm a bit surprised that ppl on this board are so skeptical of intel's strategy. Execution is another story.
  2. K

    Intel Close to Buying Tower Semiconductor

    What's interesting is both GF and Tower are heavy into SOI....
  3. K

    Intel Close to Buying Tower Semiconductor

    https://www.wsj.com/articles/intel-near-roughly-6-billion-deal-to-buy-tower-semiconductor-11644876391 Intel Corp. INTC -0.10% is close to a deal to buy Israeli chip company Tower Semiconductor Ltd. TSEM -1.98% for nearly $6 billion, according to people familiar with the matter, in its latest...
  4. K

    Global Foundries files for IPO

    Andy, your depreciation comment is just an artifact of an accounting change starting 2021 and not in any way based on any form of reality. Further, its not at all related to capex cuts. In fact capex was up massively in 2021 vs 2020 due to build out of capacity for demand. Hint: Doubling...
  5. K

    Global Foundries files for IPO

    What is the big surprise is they seem to be pricing their wafers below cost. The filing says the utilization rate was ~80% for last 3 years so its not underutilization. Either their yields are really poor, or their prices are too low versus the technology cost?? =========================...
  6. K

    Intel is in Talks to Buy GlobalFoundries

    I dont understand all the hate on GF. Its not the same GF as before and everyone here is looking in the rear view mirror which was certainly a mess. Today 100% focused on SOI/SiGe specialty processes and a clear value add to Intel or stand alone esp coupled with hybrid packaging. At least...
  7. K

    Intel is in Talks to Buy GlobalFoundries

    GF buyout is actually a smart move. GF is all in on Si on insulator which is strong for IOT, RF, high power semis, etc. and is unique IP. Makes intel a broader play. After GF dumped trying to compete in leading they finally found a winning formula with multi billion design wins for anyone who...
  8. K

    TSMC 5nm+ volume production Q420

    7% better perf or 15% lower power is quite large for N5 to N5+. If design rules are truly identical its going to be seamless to quickly migrate over from N5 to N5+....
  9. K

    TSMC 5nm+ volume production Q420

    TSMC is on a roll if they really start 5nm+ production in Q4.... just in time for new mobile phone launches at CES/WMC. Supposedly AMD will be a fast follower on this node as well which bodes poorly for Intel's process game. =============== Digitimes Article TSMC to move 5nm Plus process to...
  10. K

    Taiwan Semiconductor Expected to Announce Arizona Factory as soon as Friday per WSJ

    Looks like its reality now. 20k wspm in AZ on 5nm. Construction starts 2021. Right in Intel's back yard. Wonder if that is for poaching purposes? Would have been more epic if they built it in Hillsboro , OR... TSMC Announces Intention to Build and Operate an Advanced Semiconductor Fab in...
  11. K

    Taiwan Semiconductor Expected to Announce Arizona Factory as soon as Friday per WSJ

    Taiwan Semiconductor Manufacturing Co., TSM 2.32% the world’s largest contract manufacturer of silicon chips, is set to announce plans to build an advanced chip factory in Arizona as U.S. concerns grow about dependence on Asia for the critical technology. The plans come as the Trump...
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