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  1. F

    Intel Panther Lake spotted at Embedded World 2025

    Yes, the stand is about the size of his hand, roughly (?).
  2. F

    Intel Panther Lake spotted at Embedded World 2025

    Intel's Panther Lake CPU spotted at Embedded World 2025, giving us an early look at the next-gen chip "Panther Lake" Core Ultra Xe3 GPU promises a major graphics leap By Zo Ahmed Today 3:27 PM In brief: Embedded World 2025 wraps up today, and German media outlets captured clear images of...
  3. F

    The 18A pilot line officially began operations at the Arizona Fab

    Linked post is gone
  4. F

    New Intel CEO

    Tariffs and policies probably will force some Intel foundry business, but more likely the risk-averse customer will split between IFS and TSMC.
  5. F

    New Intel CEO

    Intel’s New CEO Called ‘Strong Choice’ to Respin Company By Alan Patterson 03.13.2025 Intel’s new CEO, Lip-Bu Tan, is a good choice to turn the struggling U.S. chipmaker around, according to analysts who spoke to EE Times. Tan, an industry veteran, is rejoining the Intel board after departing...
  6. F

    New Intel CEO

    Here's an interesting customer interaction. Samsung Exynos competes with Qualcomm Snapdragon. The Galaxy phones have distributed one or the other by region. Example: https://www.gsmarena.com/samsung_galaxy_s10-9536.php
  7. F

    New Intel CEO

    Besides Intel, Samsung is the other company doing business with its own chip products besides its foundry for external customers. Interestingly, Samsung insisted to keep them together instead of splitting them. There is more to navigate in this situation. Samsung Foundry is arguably doing better...
  8. F

    Samsung's foundry market share shrinks in Q4, gap with TSMC widens

    https://www.kedglobal.com/korean-chipmakers/newsView/ked202503060008
  9. F

    New Intel CEO

    Keeping the foundry together with the products is exactly the situation with Samsung. It might be worth looking at their situation as reference. https://www.kedglobal.com/korean-chipmakers/newsView/ked202503060008
  10. F

    China Develops Domestic EUV Tool, ASML Monopoly in Trouble

    I didn't see any threat to ASML. 1. ASML doesn't sell EUV to China. So this won't change. 2. China doesn't ship any competitive ArF systems, buys ASML systems instead. Their 65nm dry ArF system doesn't have sufficient overlay. Immersion system also never panned out despite multiple false...
  11. F

    Exclusive-TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say

    "..18A has been an area of contention in negotiations between Intel and TSMC, two sources said. During talks in February, Intel executives told TSMC that its advanced 18A manufacturing technology was superior to TSMC's 2-nanometer process.." Wonder what the context for this statement (if true)...
  12. F

    China Develops Domestic EUV Tool, ASML Monopoly in Trouble

    Their 65nm scanner has 8nm overlay, not consistent with being competitive with ASML.
  13. F

    Panther lake delay?

    Really expensive 18A wafers, wonder how much?
  14. F

    Panther lake delay?

    Maybe they can break even if Intel Product puts in extra 15 billion revenue?
  15. F

    Panther lake delay?

    It could happen again, with Panther Lake accelerated ramp in Fab 52/62.
  16. F

    Panther lake delay?

    From the context of the way it was phrased, it seems the yield (which may not be poor) has room to get up to MTL launch yield. On the other hand, Meteor Lake even after launch may not be a totally safe reference...
  17. F

    Tech war: China leads US in quantity, quality of semiconductor research, report finds

    I think a fundamental problem is that research and development in such areas as EUV or emerging devices is almost entirely done in academia. There is no sense of what is capable of high-volume manufacturing; that would need an industrial partner or sponsor. Instead it is all more or less...
  18. F

    Intel reportedly sticking with TSMC as part of new long-term partnership strategy amid underwhelming 18A yields

    That's a new addition, seems close to Intel 16. Maybe an expected small contribution? Intel 7 seems was in Foundry plan in earlier self-assessment (below), now about to be gone like 20A, leaving a hole...
  19. F

    ASML to build reuse-and-repair centre in Beijing despite US-China tech tensions

    I thought this would be banned. Do they have some non-US channels for parts and services?
  20. F

    Intel reportedly sticking with TSMC as part of new long-term partnership strategy amid underwhelming 18A yields

    This scenario doesn't have any external customer, it's just cutting Intel 7 from Intel Product.
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