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There is definitely a lot of that going on. We used to call it all chiefs and no Indians but that is probably not politically correct now. One company I worked with said that if you are not laying off 5% a year you are not efficient. There is no such thing as a perfect hiring rate and the...
Yes Intel is stronger. Intel is in the lead with BSPD for example. Others are following but Intel is the leader. Packaging revenue will come but it will not be big margins. There really needs to be wafers packaged in there. Again, this is the NOT TSMC packaging market.
Remember, Intel is also strong in packaging. Intel Foundry can get a chiplet and packaging order since TSMC does not package foreign die. Hopefully IFS will get full chip orders but chiplets at IFS seem to be a no brainer especially if you need packaging to go with it.
After the surprise TSMC $56B 2026 CAPEX announcement this is not unexpected. The layoff however was. Maybe it is AI related? Amazon is cutting thousands of jobs. Robotics is definitely coming into play.
EINDHOVEN, Netherlands, Jan 28 (Reuters) - ASML reported record fourth-quarter orders and raised its 2026 outlook on Wednesday, although the giant chip equipment maker faced questions from analysts about whether it had the capacity to meet surging demand from AI chipmakers.
The Dutch company...
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...
