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S
I think to realize Substrate's goal (which by the way seems to encompass ASML and TSMC's market reach), you need at minimum:
1...
Nov 4, 2025
S
The Substrate story is becoming even more interesting. Below is an article from one of the Substrate's investors, a venture capital firm...
Nov 4, 2025
S
Dylan may have a good team now but he was alone for the first few years and he was selling snake oil (my opinion). We worked with him a...
Nov 4, 2025
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SemiAnalysis is an LLC registered to Dylan Patel, who also does not have academic or professional semiconductor experience so what...
Nov 4, 2025
S
It works, people looked at it, decided not to use it. They like TSMC....
TSMC is not out of capacity or limiting customers.....
Nov 4, 2025
S
The lack of IFS clients was due to the PDK and Intel's lack of customer collaboration. Lip-Bu will not make this mistake. Lip-Bu knows...
Nov 4, 2025
S
Is Intel no longer trying to sign customers onto 18A? Yes, it's delayed, but I can't imagine companies aren't looking to second source...
Nov 4, 2025
S
I assume the rushed process to get 18A out of the door explain the losses and lack of clients so far. But I'd assume by the point it was...
Nov 4, 2025
S
Why does everything Moor publishes read like it was written by the subject company's marketing group?
Nov 4, 2025
S
An Intel Xeon 6+ server chip, code-named Clearwater Forest (Credit: Anshel Sag)
There’s been no shortage of talk about Intel’s...
Nov 4, 2025
S
Calling it a dictatorship is a bit of a stretch. Soviet like regimes are republics. The main difference you have a de facto one party...
Nov 4, 2025
S
Intel has not laid off 20K employees since LBT. Intel has divested from Altera and other groups as well.
I believe Intel headcount, not...
Nov 4, 2025
S
What a messed up and loaded article.
It jumbles together Wingtech and CRRC.
Nov 4, 2025
Without Intel’s product divisions selling the right products (whether manufactured internally or externally) to bring in strong revenue...
Nov 4, 2025
Having worked on million-watt systems, you just learn to be careful and not do it on a bad day. I supervised crews in this area and...
Nov 4, 2025
Like.
I think to realize Substrate's goal (which by the way seems to encompass ASML and TSMC's market reach), you need at minimum: 1...
Haha.
The Substrate story is becoming even more interesting. Below is an article from one of the Substrate's investors, a venture capital firm...
hist78 replied to the thread THE SEMICONDUCTOR SURVIVAL BATTLE Part 1 of 5 Lip-Bu Tan (Intel) vs. C.C. Wei (TSMC).Without Intel’s product divisions selling the right products (whether manufactured internally or externally) to bring in strong revenue...
Xebec reacted to Arthur Hanson's post in the thread Nvidia’s 800V Push: How LITEON Is Poised to Leap Ahead in the AI Power Race with