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Personally I think the semiconductor industry is worth protecting but that is just me. The positive about having an unpredictable president is that he is unpredictable. I remember Ronald Reagan's bomb Russia joke:
Before the speech, while Reagan was joking with NPR's audio engineers during a...
Thankfully the staff of USA Today was NOT involved. I'm a fan of Bob Brennan and I'm guessing this is his doing:
https://www.linkedin.com/in/bobbrennan40/
I just wonder if this was done pre or post Lip-Bu? Sometimes these are done months in advance.
Defense Secretary Pete Hegseth said the U.S. would take military action to stop China from invading Taiwan, outlining a defense policy that shifts strategic focus from Europe to Asia to deter what he called “an imminent threat” from Beijing.
Speaking at the Shangri-La Dialogue in Singapore on...
Not long ago, Xiaomi officially released its first 3nm SoC Xuanjie O1, which uses IPs such as CPU and GPU provided by semiconductor IP company Arm as architectural support, and conducts back-end and system-level design on this basis.
This is also the research and development model adopted by...
We depend on artificial intelligence (AI) and other complex computing tasks to help us in our daily lives. However, these applications place ever-increasing workload stress on the data centers and high-performance computing (HPC) systems supporting them. That means we need to keep building more...
June 4, 2025
Backed by leading tech giants, the investment reinforces domestic semiconductor production and U.S.-based innovation in AI-enabling and power efficient technologies
MALTA, N.Y., June 4, 2025 – GlobalFoundries (Nasdaq: GFS) (GF), working with the Trump Administration and with support...
Highlights:
Alphawave Semi’s high-speed wired connectivity and compute technologies complement Qualcomm’s next gen custom Qualcomm Oryon™ CPU and Qualcomm® Hexagon™ NPU processors
AI inferencing growth is driving demand for Qualcomm's high-performance energy-efficient compute solutions and...
Well, you have mastered the old Intel pitch perfectly. Unfortunately that pitch is headed to the unemployment line.
"Finally it is a fact that the 14A over 18A PPA uplift is bigger than the N3E to N2 uplift and slightly bigger than the N2 to A14 uplift."
This "fact" is based on your...
I have delt with PDKs for quite a bit of my career. The problem is that TSMC has had 30 years to perfect the art of PDKs so the bar is very high. TSMC also has the PDK support of the entire ecosystem so it was not a shock that the Intel 1.0 18A PDK was not up to TSMC standards. Last I heard the...
Agreed, I don't think this market is the best use of Intel resources. Mobile (low power) devices historically have been a challenge for Intel. This monster will probably keep you warm at night.
Wafer prices increase at every node. That has always been the case and it always will be so it is not really news to us semiconductor professionals. Every time I see a wafer price in the media from "inside sources" it is always high. Never ever do I remember it being lower. I guess if it was it...
I heard Pat say that at the first Intel Foundry Conference. I am considered media/analyst so I get access. But I heard Pat say a lot of things that did not jibe. He is a shoot from the hip type of person so that happens. Don't get me wrong I liked Pat. BK I did not like, we met at an Intel...
Let's see how it goes? It has already gone.
This is the problem with Intel in a nutshell. Do you know how CC Wei knows that N3 is competitive with 18A? Because his customers told him so after evaluating the PDK. Do you not think that customers were part of his internal assessment? He cannot say...
Lip-Bu's point is that you should overdeliver on your promises not underdeliver. TSMC has the same strategy. Which do you think Wall Street prefers?
Yes, Pat said Intel would beat TSMC and then he retired unexpectedly. Had Pat said Intel would beat Samsung Foundry he may not have retired...
This happens every new node. The media over estimates pricing and get's their 15 minutes of fame.
"Chip manufacturers are gradually entering the 2nm process, and the price of each chip has risen to $30,000"
Each chip? Wow, that is expensive. :ROFLMAO:
"TSMC process pricing is expected to...
I see your point but it seems to me a bit naive. Cutting a big part of a Intel is a painful process, one that should not be taken lightly. Why would Lip-Bu layout detailed plans to people who will no longer work there? Or are you talking about something like Pat's 5N4Y marketing schtick? Was...
Chip manufacturers are gradually entering the 2nm process, and the price of each chip has risen to $30,000
TSMC's 2nm wafer foundry price has soared to $30,000 per wafer, and the price of angstrom process is expected to reach $45,000 in the future. Photo/File photo of this newspaper
Inventory...
