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Search results

  1. N

    GlobalFoundries Announces $16B U.S. Investment to Reshore Essential Chip Manufacturing and Accelerate AI Growth

    I'm assuming they mean some of their FDX stuff? That is developed and made in Germany. For years now they talked about bringing FDX to Malta. But no clue if they ever got around to it, or kicked the can down the road with the trailing edge market meltdown. I think they do SiGe and BCD in...
  2. N

    Intel Employees "Very Optimistic"

    I think you misunderstand. That last bit you quoted was my saying what benefit does Intel foundry get from being in Intel corp. I think once breakeven occurs, Intel corp benefits more from foundry than foundry benefits from intel corp. But to answer your actual question no. Samsung has a similar...
  3. N

    Intel Employees "Very Optimistic"

    Genuinely, what pitch would that be? I don't think refusing to drink the TSMC Kool aid of "they have always been the best technology company in industry and everything they do or have ever done is perfect" counts as an "Intel pitch". That is just being realistic about what is good and what could...
  4. N

    Intel Employees "Very Optimistic"

    They already are separated in a sense as independent subsidiaries. So to each other I don't think it makes a big difference. But to the wider Intel corp I think it sounds like a poor idea assuming Intel foundry can break even reasonably soon. Dumping one or the other will reduce the company's...
  5. N

    Intel Employees "Very Optimistic"

    No agenda Dan, just the facts as I see them. 18A is cranking chips out now, and neither TSMC nor Samsung's customers/internal are launching any 2nm products this year. It is also an objective fact that 18A is first to BSPDN by a wide margin (looking like a 2 year lead in TTM vs A16 given A16 HVM...
  6. N

    Intel Employees "Very Optimistic"

    If anything, Pat was pushed out because his 5-year turnaround strategy wasn't completed in 3 years. And if rumors are true, he was pushed out for not having a competitive AI roadmap. Which I guess checks out with intel canceling Falcon Shores just after he retired. He hated working in the fabs...
  7. N

    Intel Employees "Very Optimistic"

    1000%. Ann's (not Pat's) 5N4Y plan was a north star for people in the trenches to follow. Going back to Intel's long-standing status as the unquestioned process technology leader was top of mind and a measurable goal to drive your accomplishments towards. That goal is also what motivated ex...
  8. N

    Applied Materials invests in ASU to advance technology for a brighter future

    Oregon's Universities have contributed more to the semiconductor industry than any AZ based on I can think of. Inpira's metal oxide photoresist was developed at Oregon State University, and as far as I know they are the furthest along with MOR commercialization. Arizona was already a world...
  9. N

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

    Since it is just an alternative memory cube I don't think there is any standard to be made, University of Tokyo seems to own the interface side, and Intel only owns at best 1/3 of this company. So your point seems irrelevant to me. Intel led the way for all current wireless connectivity...
  10. N

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

    Thanks for the correction! Intel doesn't have modern DRAM process technology in manufacturing to supply the dies needed to assemble a memory cube. The closest they had was the long out of production 22nm eDRAM they used for some mobile CPUs in the 2010s. So with no Internal DRAM manufacturing...
  11. N

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

    More details here: https://newsonjapan.com/article/146003.php As for manufacturing partners, I wonder if Micron or Winbond would be their partners? As far as I know, those are the only Taiwanese DRAM players, and this seems like an alternative memory cube/packaging technology rather than a...
  12. N

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

    This is something I really do like. I've never worked in Singapore but it seems like it is also this way (albeit probably not to the same extent as the US). To some extent yes. Like yeah never seen a BS integration engineer and I have seen and with rare exception every BS person I have ever...
  13. N

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

    If you are talking all engineers, and in the US. Then yeah most of them do (outside of TI anyhow). Go to GF, Intel, Infineon, LAM, AMAT, OnSemi, Microchip, Tower, ASM, etc. and you will see it. Technician side (inclusive of field service engineers and customer support engineers because despite...
  14. N

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

    I mean being an accountant, janitor, HR person, or cafeteria staff isn't really "working for the semiconductor industry" in my opinion. It is literally not any different to doing those jobs at a large bank, a hospital, a steel company, or a marketing firm. Being a technician, one of the various...
  15. N

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

    Not really the case anymore. CCG pays price not cost now. And also Intel 7 cost is so high (somewhere between N3 and N2 based on comments of how i7 is barely cheaper than 18A and 18A cost is similar to N2 cost) that i7 wafer cost is pretty close to the price (single digit gross margins). So...
  16. N

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

    I wish it was only HR. But in my unfortunate experience I have seen a lot of BS engineers get treated as lesser second class engineers by their PhD counterparts. Sometimes the disrespect is blatant. Those people are often also jerks to the engineers with MSs. Fortunately I never had to work with...
  17. N

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

    My understanding is it is even worse in Asia. But that isn't a completely semiconductor industry specific trend since East Asia has a glut of graduate students. So while it is worse, I don't know if it feels worse to the average engineer over there because it seems like a much higher % of the...
  18. N

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

    This isn't even mediocre advice. It is downright terrible. If you want to work in any job in a fab you generally need a 2 year degree, strong/proven mechanical experience, or prior military service to become a technician or process tech. If you truly have no experience or education, then working...
  19. N

    With Intel’s latest layoffs, will the Ohio plant ever be built?

    I think I recall in the past Intel mentioning they had 35 engagements on 18A, with 7/10, and later "nearly every" leading fabless companies investigating 18A. By my count they have explicitly mentioned 7 in Intel's own words "signed 18A customers", "18A design wins", "signed a memorandum of...
  20. N

    With Intel’s latest layoffs, will the Ohio plant ever be built?

    If you want to willingly ignore public fact and assume that Intel is commiting SEC fraud, you are always welcome to file a complaint with the SEC. That is what they are there for. In the meantime I will assume that Intel executives don't like the idea of jail time and are not claiming they have...
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