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  1. hist78

    Intel Employees "Very Optimistic"

    You pointed out one of the reasons why Samsung foundry is struggling. TSMC doesn't need to address such conflicts of interest issues because it doesn't exist.
  2. hist78

    Intel Employees "Very Optimistic"

    While those are strong talking points, Mr. Li-Bu Tan must still be prepared to address a fundamental concern from potential Intel Foundry customers: “Isn’t Intel a competitor?”
  3. hist78

    Intel Employees "Very Optimistic"

    "Johnston-Holthaus acknowledged that Intel is making hard choices on pricing and product prioritization, especially in 2025. After years of pursuing market share, the company is now “trying to be a bit more pragmatic,” she said, noting that Intel’s customer deal pipeline in Q1 was “significantly...
  4. hist78

    Intel and SoftBank Launch Saimemory Joint Venture Targeting High-Bandwidth Memory Alternatives for AI and Revitalizing Japan's Chip Industry

    Actually, Intel has had several setbacks or failures in establishing industry standards or technologies. Those technologies failed due to high costs, performance issues, compatibility problems, and fears from Intel's competitors that the company would gain too much control. For example: 1...
  5. hist78

    TSMC says US tariffs have some impact but AI demand robust

    However, Mr. C.C. Wei may have just revealed a closely guarded secret of international trade. :) ""Tariffs do have some impact on TSMC, but not directly. That's because tariffs are imposed on importers, not exporters. TSMC is an exporter. However, tariffs can lead to slightly higher prices...
  6. hist78

    TSMC Arizona broke ground on its third factory in Arizona on Tuesday while getting a visit from a top Trump administration official

    The United States has TSMC. It has been two presidents and the U.S. strategy is crystal clear
  7. hist78

    Intel and SoftBank Launch Saimemory Joint Venture Targeting High-Bandwidth Memory Alternatives for AI and Revitalizing Japan's Chip Industry

    Nanya Technology is another Taiwanese DRAM manufacturer. What are the benefits for Intel, in terms of revenue and profit, if product manufacturing is eventually outsourced to Taiwan? If Intel is heavily involved in developing and setting the standard for this new memory, it may negatively...
  8. hist78

    Intel and SoftBank Launch Saimemory Joint Venture Targeting High-Bandwidth Memory Alternatives for AI and Revitalizing Japan's Chip Industry

    It's weird. Intel has exited various types of memory businesses two or three times over the years. What's the reason for getting back in this time?
  9. hist78

    Foundry Monopoly in leading-edge Manufacturing: is it a real problem?

    I'm not sure if I misunderstood what you were talking about. The Intel Foundry slide Daniel posted has the word "Breakthroughs" at the top. Let us know if you believe they are 20 breakthroughs or something else. Granted, the definition of "breakthrough" might vary from person to person.
  10. hist78

    Foundry Monopoly in leading-edge Manufacturing: is it a real problem?

    Does publishing 20 papers at a conference equate to 20 breakthroughs, or to 20 meaningful and impactful breakthroughs?
  11. hist78

    US court blocks most Trump tariffs, says president exceeded his authority

    I don't find it enjoyable to watch as a play or a game. Millions of people, from average individuals to small businesses and large enterprises, suffer from this tariff madness. Tariffs are taxes and it must go through the Congress for debate and approval.
  12. hist78

    US court blocks most Trump tariffs, says president exceeded his authority

    In this particular case, the consideration is fairly straightforward. Tariffs are essentially taxes paid by everyone in the US. Any sweeping changes or increases/decreases in tariffs that Trump intends to implement must go through the US Congress for debate and approval. This is a critical...
  13. hist78

    US court blocks most Trump tariffs, says president exceeded his authority

    - Court cites that Constitution grants Congress power to regulate international commerce - Markets cheer ruling, dollar and global stocks rally - Trump administration files notice of appeal, questions authority of the court NEW YORK, May 28 (Reuters) - A U.S. trade court blocked President...
  14. hist78

    Intel needs external foundry customers to make 14A process node pay off

    In order to acquire external customers, Intel has spent and will continue to spend a significant amount of capital. I’ve heard the rationale is that external customers can bring volume to Intel Foundry and consequently improve its economies of scale. However, I wonder if there are any Intel or...
  15. hist78

    Foundry Monopoly in leading-edge Manufacturing: is it a real problem?

    Sadly, Intel shot itself multiple times over the years. Every time Intel told people that they know what they are doing 😞😞
  16. hist78

    How ASML Makes Chips Faster With Its New $400 Million High NA Machine

    In a highly secured lab in the Netherlands, ASML spent a decade developing a $400 million machine that’s transforming how microchips are made. High NA is the latest generation of EUV, the only machines in the world that can etch nanoscopic blueprints on advanced chips for giants like Intel, TSMC...
  17. hist78

    32 Bits That Changed Microprocessor Design, Bell Labs’ Bellmac-32 paved the way for today’s smartphone chips

    "In the late 1970s, a time when 8-bit processors were state of the art and CMOS was the underdog of semiconductor technology, engineers at AT&T’s Bell Labs took a bold leap into the future. They made a high-stakes bet to outpace IBM, Intel, andother competitors in chip performance by combining...
  18. hist78

    Computex

    NVIDIA CEO Jensen Huang delivers a live keynote ahead of COMPUTEX 2025 in Taipei, unveiling what’s next for the era of AI factories. Don’t miss this glimpse into the future of accelerated computing—May 19 at 11:00 a.m. Taipei time.
  19. hist78

    Intel has limited customer commitments for latest chip manufacturing tech, CFO say

    "“I think what Lip-Bu recognizes coming is is the strong x86 franchise that we have. I mean, in a lot of respects, you could argue that our share should be a lot lower than it is,” he said. “But it’s not, because we have a really strong ecosystem. The moats around this business are quite...
  20. hist78

    Here’s how to get into the semiconductor industry without an engineering degree!

    And commenting or reading articles and discussions from the Semiwiki.com will be very helpful.
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