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  1. V

    Semianalysis: Intel Meteor Lake delayed to the end of 2023

    Intel will launch Raptor Lake refresh to replace Meteor Lake Desktop CPU in 2023 Q3 Q4. It's confirmed.
  2. V

    Semianalysis: Intel Meteor Lake delayed to the end of 2023

    Is it possible that Pat decided to have the same CPU made by TMSC and by Intel to let two team compete? It will cost a lot more for sure but those money is worth it for Intel to motivate internally for long term competitiveness.
  3. V

    Chip Globalization Is Over and Sanctions Work, Says TSMC Founder

    Agree. But engineer salaries cost have very little impact to Fab's competitiveness. UMC engineers probably only get 70% of TSMC engineers but gives UMC no advantage. In my opinion, cost difference came from so many different small factors which ultimately makes huge cost difference. For...
  4. V

    Chip Globalization Is Over and Sanctions Work, Says TSMC Founder

    It is true if you compare normal Taiwanese company engineers to top American company engineers. TSMC just announced average salary of 2022. NT$3.17M (USD$104K) On par with Intel.
  5. V

    Intel 16nm vs 10nm?

    " IFS roadmap page for road looks like a dead end" Why?
  6. V

    Semianalysis: Intel Meteor Lake delayed to the end of 2023

    I believe Intel 4 can ship on time. But yield and output quantity is uncertain.
  7. V

    Semianalysis: Intel Meteor Lake delayed to the end of 2023

    Intel knew their Intel 4 capacity 1-2 years ago. Could be lack of confidence of their yield in future MP.
  8. V

    Gemini Battery, The Ultimate Disruptor, 700 Mile Battery

    US cities are design based on car commute. Lack of subway make it hard to implement train transportation. For example, a high speed train from LA to Vegas will be perfect only if both cities have nice and complete subway systems.
  9. V

    Child care a requirement for chip makers seeking billions in incentives

    This is so obvious. If Korea companies don't blame US government, they will get punished in a certain way in China. So many little tricks CCP can make your operation in trouble. Image a sudden more frequent safety inspections to your fab. Your importing machines and raw material stuck in the...
  10. V

    Samsung Electronics losing billions of dollars on chips

    Good point
  11. V

    Child care a requirement for chip makers seeking billions in incentives

    I know what you mean but Asian consider those as benefit. Also medicare, in Taiwan we don't need to see family doctor first. Sometime while working, I don't even need to take a day off to see a doctor. I just tell my boss that I will go to a clinic and comeback 1-2 hrs later. I believe TSMC...
  12. V

    Gina Raimondo unveil the exclusive nature of the CHIPS act

    Labor cost is around 15% only. TSMC engineer compensation is very close to Intel R&D. The direct labor in TSMC get $25K-$35K in Taiwan (including bonus) which should be around 50% of Intel direct labor. TSMC just approved average US$61,921 performance-based bonuses to the company's employees...
  13. V

    Korea seeks chip self-sufficiency

    N Korea said they will not attack South Korea. They will attack Japan directly. But it's naive to believe those people.
  14. V

    ASML Stolen Data Came From Technical Repository for Chip Machines

    Lots of people in China said the theft is a national hero and also said the government finally do something. Later this news was blocked in China.
  15. V

    TSMC Board of Directors Meeting Resolutions: Increase in AZ Spending

    Below is my understanding. Not necessary correct. This is for TSMC Arizona company capital. TSMC board approved $3.5B in 2020 and now approved another $3.5B in 2023. So total TSMC Arizona company capital will be $7B. But it's company capital. (Equity). TSMC Arizona can spend more by leveraging...
  16. V

    General Motors signs deal with GlobalFoundries for exclusive U.S. semiconductor production

    One more question. Mercedes partnered with nVidia and later Qualcomm. Mercedes also trying to do chips. Are Mercedes just co work with nvidia and Qcom or trying to do self driving chips along in the long run?
  17. V

    General Motors signs deal with GlobalFoundries for exclusive U.S. semiconductor production

    Probably not much money unless GM develop their own self drive chips.
  18. V

    Highest number of pins

    https://www.fool.com/investing/2023/01/29/intel-exits-another-non-core-business/
  19. V

    Top Chinese memory chip maker YMTC said to be laying off 10 per cent of workforce after US sanctions

    Tons of ICs were sent to Russia thru China/Hong Kong. It's very hard to control.
  20. V

    Top Chinese memory chip maker YMTC said to be laying off 10 per cent of workforce after US sanctions

    One rumor is YMTC was not on the list but they keep supplying to Huawei so YMTC violated the rule.
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