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M
The track record of Internal M&A has not been great ...
Nov 1, 2025
Ebeam lithography and multi-beam has been in existence for years (maybe decades) but they are used to make masks not chips.
If the...
Nov 1, 2025
The CHIPS Act and Congress’ intention are to provide subsidies, loans, and tax credits as incentives for companies to build factories...
Nov 1, 2025
Did I understand this correctly, is Dylan Patel of Semianalysis part of the fraud? I can't wait until part II.
Nov 1, 2025
Part 1 of an investigation into Substrate, a semiconductor firm that has garnered a lot of attention in recent weeks.
Fox Chapel...
Nov 1, 2025
Part 1 of an investigation into Substrate, a semiconductor firm that has garnered a lot of attention in recent weeks.
Fox Chapel...
Nov 1, 2025
"American startup Substrate promises 2nm-class chipmaking with particle accelerators, at a tenth of the cost of EUV"
... That makes me...
Nov 1, 2025
E
Part 1 of an investigation into Substrate, a semiconductor firm that has garnered a lot of attention in recent weeks.
Fox Chapel...
Nov 1, 2025
Part 1 of an investigation into Substrate, a semiconductor firm that has garnered a lot of attention in recent weeks.
Fox Chapel...
Nov 1, 2025
S
Makes sense. Costa Rica is a small, sub-scale manufacturing site. Volume can likely be absorbed in Vietnam with minimal if any headcount...
Nov 1, 2025
D
That very well could be the reason. But we have already started seeing perf leaks like we saw prior to LNL EEP launch between TechTour...
Nov 1, 2025
E
Disagree. The fab construction binge had its roots in a hyper-optimistic misunderstanding of how much and how fast foundry business...
Nov 1, 2025
E
Or AI generated. a lot of fiction for sure, but entertaining
Nov 1, 2025
E
This sounds like it's written by someone who lives Marvel comics/movies as a lifestyle. Intel's comeback is far from certain, but this...
Nov 1, 2025
E
A complete work of fiction, I would stream it if it was free.
Nov 1, 2025
Like.
The track record of Internal M&A has not been great ...
Xebec reacted to Jert's post in the thread I think Substrate is a $1 Billion Fraud: Part 1 with
hist78 replied to the thread THE SEMICONDUCTOR SURVIVAL BATTLE Part 1 of 5 Lip-Bu Tan (Intel) vs. C.C. Wei (TSMC).The CHIPS Act and Congress’ intention are to provide subsidies, loans, and tax credits as incentives for companies to build factories...
Daniel Nenni replied to the thread I think Substrate is a $1 Billion Fraud: Part 1.Did I understand this correctly, is Dylan Patel of Semianalysis part of the fraud? I can't wait until part II.
Wow.
Part 1 of an investigation into Substrate, a semiconductor firm that has garnered a lot of attention in recent weeks. Fox Chapel...