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S
swka reacted to
siliconbruh999's post in the thread
PAX SILICA with
Like .
I think in rare Earth's the issue is more of extraction not the resources themselves it's dirty work
Dec 16, 2025
M
Wow. So Intel is now designing for others to not use IFS.
Dec 16, 2025
M
Here is the story:
HP had a big R&D group which spun out Agilent Technologies which became Avago. This was Hock Tan's doing. Avago had...
Dec 16, 2025
M
Holding inventory is a big advantage of working with an ASIC company. ASIC companies also manage packaging, do burn-in, test, etc...
Dec 16, 2025
S
siliconbruh999 replied to the thread
PAX SILICA .
I think in rare Earth's the issue is more of extraction not the resources themselves it's dirty work
Dec 16, 2025
C
The analyst Beth Kindig just published a piece saying that Broadcom sells these TPUs to Google for $13,000 a piece. (not bad for just...
Dec 16, 2025
B
benb replied to the thread
PAX SILICA .
The question I have, as the world turns on this news, is whether China is a monopoly in heavy rare earths or not. Or a...
Dec 16, 2025
B
If Intel design an SRAM that scales, they could regain the lead. But SRAM is like other memory, scaling seems to have ended. SRAM is...
Dec 16, 2025
B
I think Bigger Chips will be challenging cause High-NA will commercialize sooner or later which would cut your die size so it's better...
Dec 16, 2025
B
Probably not. Lip-Bu will transform Intel but they will no longer be as dominant. They will certainly be relevant and innovative but not...
Dec 16, 2025
December 15, 2025Published
SANTA CLARA, Calif., December 15, 2025 — Intel Corporation today announced senior leadership appointments...
Dec 16, 2025
We used to do a lot of that product for them 😢😢😢😢
Competition is fierce for Foundry supply
Dec 16, 2025
Daniel Nenni reacted to
Fred Chen's post in the thread
PAX SILICA with
Like .
The launch of Pax Silica ended the fragile trade truce established between President Trump and President Xi Jinping in November 2025...
Dec 16, 2025
Daniel Nenni reacted to
Fred Chen's post in the thread
PAX SILICA with
Like .
Taiwan’s status was one of the most closely watched aspects of the summit. As home to TSMC and a central player in the semiconductor...
Dec 16, 2025
D
TechInsights has completed an exploratory teardown and process analysis of the Huawei Kirin 9030 application processor used in the new...
Dec 16, 2025
Like.
Here is the story: HP had a big R&D group which spun out Agilent Technologies which became Avago. This was Hock Tan's doing. Avago had...
Daniel Nenni posted the thread Intel Announces Senior Leadership Appointments in Government Affairs, Marketing & Communications and Advanced Technology Strategy in SemiWiki Main Forum ( Ask the Experts! ).December 15, 2025Published SANTA CLARA, Calif., December 15, 2025 — Intel Corporation today announced senior leadership appointments...