You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
President Biden had said several times publicly through his presidency that US will intervene with force if CCP/PRC attacks Taiwan.
In terms of possible escalation, there is no such issue because CCP/PRC keeps sending fighter jets, bombers, and navy vessels into areas adjacent to Taiwan...
"1. Limited TAM
2. Low profit margins
3. Long product generation cycles (typically 5-7 years per generation)
4. Established partnership"
For "#3. Long product generation cycles", Isn't it good for a semiconductor company to have some of its products to enjoy a longer product cycle? It can...
What Reagan did or said may not be suitable for today’s world. We’re not in Kansas anymore, and the US is no longer dealing with a weakened USSR. Instead, it’s facing a relatively strong CCP/PRC.
There is no longer room for strategic ambiguity.
Please note:
"This story is paid for by an advertiser. Members of the editorial and news staff of the USA TODAY Network were not involved in the creation of this content."
If we are looking into the revenue, should we compare one AMD console product revenue to one Intel product revenue?
If 5% of the revenue is the threshold to decide if an Intel product deserves to keep, Intel can only sell up to 20 products. If the threshold move up to 10%, then Intel is...
I can’t say for certain whether the profit margin would be attractive enough for Intel to re-enter the game console market, but in terms of volume, is the console market really too small for Intel?
For example, the Sony PlayStation 5, released in 2020, sold approximately 18.5 million units in...
TSMC refers to its Arizona project as Fab 21, which includes at least six planned phases. Each phase is designated for a different process node, with Phase One designed to produce approximately 24,000 300mm wafers for N4 per month. If you combine the capacity of all six phases, it would qualify...
siliconbruh999 said:
"isn't Samsung is a competitor to everyone than(Display/Memory/Camera/Exynos(this is lacking due to Samsung foundry) and other misc stuff)?"
My response:
"You pointed out one of the reasons why Samsung foundry is struggling. TSMC doesn't need to address such conflict of...
If a 50% gross profit margin is so easy to achieve, we should have seen many semiconductor companies doing that. I think it's a tough and tricky requirement.
I started thinking about TSMC's journey into the advanced packaging services.
"It's interesting how important TSMC's advanced...
From TSMC’s point of view, the GigaFab model is the preferred approach. However, for the Arizona project, TSMC chose not to follow that model. Instead, it opted for the MegaFab approach. This decision likely gives TSMC more flexibility to handle various issues, uncertainties, and demands that...
Follow your thoughts, 10 such orders from external non-Intel customers will potentially bring in $1.67 billion revenue annually.
Considering the large Capex required, 40% gross profit margin and Intel's annual revenue ($53.1 billion for 2024), I would say this type of Intel Foundry sales is...
Let's do some calculations:
Assumptions:
1. Amazon needs Intel Foundry to manufacture an Amazon designed processor for server.
2. Amazon needs one millions units each year for three years.
3. Assume a 300mm wafer can be cut into 300 units of such processors and assume 90% yield.
Yearly...
Intel has only one publicly traded stock and only one meaningful accounting book. Can you explain a little bit how maximizing each Intel division's profit (such as product division's and Intel Foundry's) can lead to Intel's success?
If you need further clarification on my comments, feel free to ask. There’s no need to use unusual phrasing, like in your last paragraph. Remember every blogger here is not writing a PhD paper. If you are not clear or even disagree with their opinions, please just share your thoughts, without...
Unfortunately, this scenario is happing right now.
"President Donald Trump on Thursday called Tesla CEO Elon Musk “CRAZY” and threatened to cut his companies’ government contracts as the two men feuded over a major tax bill.
“The easiest way to save money in our Budget, Billions and Billions...
Can you elaborate a bit more on how a cloud service provider, such as Google, Amazon, or Microsoft, can become a 'whale' customer? I did some calculations and found that their volumes are limited, especially in relation to Intel Foundry's high volume production goal.
Furthermore, every chip...
