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I do not see Intel reclaiming the glory days of the x86 monopoly but I do see the possibility of them being a thriving business. x86, foundry, and ASIC business. It would be nice if Intel can get in on the AI gold rush but the window is closing for that.
Can Intel Foundry succeed? Yes...
I think their name will come up soon. Taiwan really is cracking down on IP theft. CC Wei seems to have a much harder line on IP theft than Morris Chang did, and rightly so.
Andrew ChenAndrew Chen
Taken individually, Micron Technology’s recent moves look like routine capacity expansion. Seen together, they show something more deliberate: memory manufacturing is being reorganized by risk layer, not geography.
Micron is no longer asking where it can build the...
I highly doubt Microsoft or any other company will put a high volume chip through through Intel or any other new foundry on the first run. That would be a pretty high risk decision. I do believe Intel Foundry will get 4-6 big name customers but it will not be on a high volume mission critical...
The "copper cliff" is the biggest bottleneck in the data center today, but a new startup with a weird name thinks they’ve found a way to bridge the gap between heavy copper and expensive optics. In this video, we’re looking at Point2 Technologies and their E-Tube system—a hybrid interconnect...
On December 2, 2025, the Taiwan’s High Prosecutor’s Office announced criminal indictments against a subsidiary of Japanese company Tokyo Electron (TEL) and several associated individuals for alleged theft of advanced Taiwan Semiconductor Manufacturing Company (TSMC) process technology. This case...
If you want to talk about AI bubbles, the valuations of these AI chip VC investments are Deja Vue of the Dot Com era.
AI and EDA is a great match. I feel a really big disruption coming. I am already seeing it in verification. AI was prominent at the last DVCon. This year's even more so. Take a...
Managing its expansion and existing operations has been a key test.
United Microelectronics Corp. (UMC) is grappling with rising costs and tighter talent requirements at its Singapore operations, even as demand for mature-node chips stays firm, underscoring the trade-offs facing manufacturers...
I agree completely. Apple set this all in motion, what I call fabless systems companies. Off the shelf computing has been dying a slow death for years now. With billions of dollars at stake, domain specific chips are well worth the effort. It also looks better on Wall Street if you control your...
Agreed. Taiwan would prefer to be independent. The entire world would prefer Taiwan be independent except for China. If they had to choose however I think it would be the US versus China.
"A CoreWeave spokesperson told Reuters that the cash from the new investment will not be used to purchase Nvidia processors, but directed toward accelerating other data center investments, research and development, and scaling its workforce."
Seriously? What a stupid thing to say. That $2B...
Nvidia invests $2 billion in CoreWeave to boost data center build-out
Jan 26 (Reuters) - Nvidia has invested $2 billion in CoreWeave becoming the AI infrastructure provider's second-largest shareholder, as the companies expand their partnership to boost data center capacity in the United States...
Yield if definitely a magical number and very manipulated. SRAM yield is a big benchmark for foundries but that does not mean that your complex chip is going to yield. I worked for an SRAM company so I know this by experience. We would do test chips then see conference papers by our customers...
I feel that same way. American culture is big in Taiwan. When Starbucks opened up in Asia I did not see the attraction of a novelty coffee house in a tea culture. Boy was I wrong, there were lines around the block and they still are popular. TSMC even has Starbucks like coffee shops in the fabs...
Intel being the second largest foundry should not be a problem once they shift all Intel products back to Intel manufacturing. Samsung Foundry counts internal products as revenue so this is business as usual for IDM foundries.
Intel or Samsung catching up to TSMC is years away if ever. The...
