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!
This - your read of Trump's view (which may or may not be correct) - reflects a deluded zero sum game view of the world. The US has made a massive net gain from Taiwan and TSMC's tech industries - what the fabless companies and their customers gained vastly outweighs anything companies like...
With that grasp on reality, she really needs to go into politics.
In the same sentence she confirms that Intel strategy is to sell Altera (IPO in 2026) and claims it isn't !
Is this the same Sanda Rivera who was Intel's "Chief People Officer" (ref recent discussion here of Intel job titles)...
IP theft is still theft, regardless of whether the Chinese company succeeded.
And the fact that the Chinese companies failed is not necessarily a result of these individuals (correlation != causation). Equally, in failing it's possible they changed the market dynamics and cost Samsung profits...
It's a canned press release. He'd say exactly the same whether it was going better than expected or a bit worse. That's how these things work.
He makes no comment or recommendation on whether designers should actually use IFS. And nor should he. It's the same when they talk about TSMC, Samsung...
You can make exactly the same argument in reverse.
If you were the current combined (design + fabs) Intel and had the best tech, why would you offer it to competitors of Intel (design) [on the same terms, costs and schedules] ?
Equally, how much better would Intel foundry need to be vs TSMC...
Of course Cadence and Synopys are backing every [viable] horse in the foundry race. Not least since Intel are paying them significant amounts to do this enablement work. And this sort of development work increases their EDA licence usage (and revenues) whether it results in production silicon or...
Surely (your point #2) this is not great news for Intel in terms of filling 18A capacity if they can only run small[er] tiles for power/yield/cost reasons ? May also lead to more/continued use of TSMC ?
He already has a great compensation package. Would have been spectacular if the stock price hadn't dived under his charge.
Come on, we're engineers. We know it's really 3N4Y at best. Intel 4/3 are really one node with a shrink, as are 20A/18A. And some of these will hardly be used. And it may...
Just don't see it. Gut instinct is that this is a mad idea. The whole industry trend has been to fabless. And Broadcom has done very well from this - indeed the article raves about Broadcom's semi business gross margins, which it estimated at 70%.
Beyond this, I don't see how this moves the...
It might be far more cost effective for the US taxpayer though.
After all, Japan has a far better success record of government backing for industry than the US does. And a pretty good record in manufactuing and fabs. And the stomach for this sort of all-in long term investment (generally...
Reviewing some of these Intel announcements about where it is fabbing its latest products, I get the distsinct sense that TSMC usage is still increasing. And that designs are migrating from Intel foundry plan to TSMC fab.
Perhaps there's not enough data - or enough reliable data - to plot the...
I'm not sure you really understand the purpose and goals of this discussion forum and how it operates.
Or appreciate the fact that there are many people here who charge way north of $100 for 2 hours who are freely contributing expert insights and expertise. And don't do so for ego-driven or...
The whole point is that we can and do leave slightly broken and biased comments ! That way we get to share our expertise and increase our insights and understanding of complex and evolving situations where none of us have the complete picture.
And that - just my view - is the key strength of...
I agree.
I'd be staggered if the average home size in China is as large as 90m^2 (these are almost all tower block apartments, aren't they ?). That's a big flat for 2.76 people in China ! You see smaller 3 bedroom houses than that in the UK.
So it's probably 10 million excess homes rather than...
I can't believe you've repeated this complete nonsense about US work culture. I let it go last time (this being a professional semiconductor discussion site and not wishing to get sucked into your tirades of personal abuse).
I seriously wonder exactly where you're getting all this from. My...
It's very difficult to build capacity to order, isn't it ? Not least because of the time lag between planning capacity and bringing it on line. You can ultimately only build to forecast. The reason why semis has historically been such a cyclical boom and bust industry.
The fact that semis...
Indeed, I think he hired some of those people to lead the foundry effort. They're on at least their second leader there. The obvious question is "did he hire the right people" ? But you're right, there are plenty of external sources of information - EDA partners, potential customers - who could...
Slightly off the main topic. Has anyone noticed just how often Pat starts his sentences with "And ..." ? Almost a 50% hit rate in this extract. Relentlessly banged into us at school never to start with "and" or "but". But I still do it ...
But encouraging that he's almost completely migrated...
