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  1. B

    TSMC Launches Massive Expansion With 24 New Factories

    From the Internet: In 2024, Taiwan Semiconductor Manufacturing Company (TSMC) was managing nine 300mm wafer fabs. As a global semiconductor market leader, TSMC's wafer manufacturing capacity exceeded 17 million twelve-inch equivalent wafers that year. My rule of thumb is, 100KWSPM = 1million...
  2. B

    TSMC Launches Massive Expansion With 24 New Factories

    1. Fab 12 (Taiwan, 12-inch, Hsinchu) 2. Fab 14 (Taiwan, 12-inch, Tainan) 3. Fab 15 (Taiwan, 12-inch, Taichung) 4. Fab 18 (Taiwan, 12-inch, Tainan) These all have 7-8 phases. Each phase a 10-20B USD investment. TSMC fab/phase count is near 50. Intel and Samsung, together, will have 5 leading...
  3. B

    Intel to announce plans this week to cut more than 20% of staff

    Good list, I liked this. My 2 cents 18. ***Second XYang2023*** Must at least attempt to make a H100-type high end AI product. 19. Bring in a Tiger Mom/Tiger Dad HR director, possibly this guy if he's available: 20. Shut down the 20+ year old fabs: F20, F12, F22, F11X, F14, F28. 21. Expand...
  4. B

    Lip-Bu Tan: Our Path Forward

    I second this. This is not leading edge but it is volume business, and US-based.
  5. B

    White House Says Taiwan Tariffs Won’t Apply to Chips

    No, at least on the AMD chip below, diffused in USA and diffused in Taiwan are both clearly labeled. Because there are multiple chips under the heat spreader. Assuming this is a standard industry practice, then the value-added from the fab in Taiwan and the value added from the fab in USA...
  6. B

    Intel announces 18A process node has entered risk production

    With a new production line, wafer starts are very low, and the line is long, and initially there are gaps in the line, so more starts fill the gaps until you have a decent coverage. This is why 1K-5K per month is a guesstimate, and not necessarily predictive of health. Many wafers get...
  7. B

    In the news today - Intel/TSMC JV

    I think the rumors emerge when INTC stock price needs defending. INTC was up today (4/3/25), a bloodbath day for the stock market in general. So it worked. Rumors get rewards.
  8. B

    Intel CEO Lip-Bu Tan’s Letter – 2024 Annual Report to Security Holders

    Is one of the problems with the AI server market that Intel basically expects to supply silicon to Supermicro or Dell or HP or whoever? Once you cross the rubicon into making the servers themselves, competing with your core customer base, it is a big change in competitive strategy. I'm not...
  9. B

    Tesla Must Be Protected

    TSLA at least partly benefits from the same China effects as BYD. I wonder if the forum knows you can't just buy an ICE car and get a license plate in China; most license plates are reserved for BEVs. China's infrastructure, 240 V outlets in the home is double the US standard 120 V 15 A. They...
  10. B

    Global Top 10 IC Design Houses See 49% YoY Growth in 2024, NVIDIA Commands Half the Market, Says TrendForce

    The definition "IC Design House" seems to exclude many major players, like Intel, or Apple. I get that an IDM or OEM is a different animal from a pure fabless entity. Some Nvidia bulls may have concocted this list to make Nvidia look grander.
  11. B

    Samsung Electronics CEO Says It Will Pursue Meaningful MA This Year

    While there haven't been any reports of Samsung acquiring AMD, Samsung and AMD have a strategic partnership where Samsung Foundry supplies AMD with HBM3E memory for their new MI350 data center chip, and in return, Samsung Electronics will purchase AMD GPUs. Here's a more detailed breakdown...
  12. B

    Samsung Electronics CEO Says It Will Pursue Meaningful MA This Year

    Any fabless design house would potentially be better off as part of an IDM. Since it eliminates a layer of fees. I think we'll see Samsung acquire a design house in the top 10. That will strengthen S.LSI and Foundry both.
  13. B

    Samsung Electronics CEO Says It Will Pursue Meaningful MA This Year

    Samsung CEO says company will pursue deals as it struggles for growth By Hyunjoo Jin and Heekyong Yang March 19, 20256:20 AM CDTUpdated 2 days ago Summary Companies Samsung is looking at major deals this year to drive growth Vows to regain its chip competitiveness this year Samsung shares up...
  14. B

    Intel shakes up manufacturing leadership as key Oregon executive sets retirement

    This doesn't refute the idea that TD will be replaced with an external source.
  15. B

    Taiwan suggests $100bn Trump semiconductor deal is not guaranteed

    It's Taiwanese R&D that makes the fabs in TW, JP and AZ go. That won't change. So as long as R&D remains good, there is no ASML or sacred mountain worry. That is worth repeating, it's the R&D that matters, period. The operation of a fab is the arms and legs while R&D is the brain.
  16. B

    China Develops Domestic EUV Tool, ASML Monopoly in Trouble

    China is pretty strong in electrochemistry (PV, battery) that's probably why the LDP with the electrode is attractive to them. Agree this announcement does seem 2008ish. 10 more years of hard work ahead. I wouldn't bet against them getting there eventually though.
  17. B

    Breaking down computer chip giant's $100 billion expansion in Arizona

    It's a big achievement to successfully ramp a new fab up to 20K production. The fact that the initial phase was slow is to expected. The fact that the node is a little behind the leading edge is to be expected. 20K is a small mustard seed. As the parable goes, the tiny mustard seed can...
  18. B

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

    Intel AZ consists of Fabs 12, 22, 32, 42 with 52/62 (on their way). 6 fabs. It tooks 25 years in round figures to get close to 6 fabs operating at once. TSMC AZ consists of 1 fab, with 4 more on the way relatively soon. That's 5 fabs in about 10 years. There's this industrial concept, SMED...
  19. B

    [News] Samsung Reportedly Reviews Chip Business, Considers Halting Pyeongtaek and U.S. Taylor Investments

    Samsung Foundry operates in the US in Austin with a single high volume 100,000 WSPM fab. Leveraging first gen 14nm FINFETs as well as older planar technologies. There is a dividing line in the foundry market with Samsung Austin, and Samsung generally, on the low-volume, niche side. A...
  20. B

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

    My impression, not statistical, is that most papers in JECS or ECS JSSS&T in my field, CMP, are coming out of Chinese labs these days. They're good papers, sort of modest, filling in the gaps in the second or third generation since the originators of CMP. They are written in English. It...
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