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J
Complete nonsense. I was wondering where this came from but I now see it was from Trendfarce.
It is not clear to me that fabless...
Dec 23, 2025
M
Complete nonsense. I was wondering where this came from but I now see it was from Trendfarce.
It is not clear to me that fabless...
Dec 23, 2025
TSMC is not the only company that can provide advanced packaging. Intel is not the only company with EMIB like process.
But the GPU is...
Dec 23, 2025
The internal volume still counts for something. Not external revenues, obviously, but it might be indicative of the capacity...
Dec 23, 2025
Intel needs more wafer starts plain and simple, either external customers or internal pulling more wafer starts back from the other...
Dec 23, 2025
Foundry is external business. Intel External wafer foundry is not top 15 today. Intel external packaging is not top 10 today. The data...
Dec 23, 2025
The Intel AZ site, fully equipped is certainly capable of 10k per week. Fab52 alone? Not remotely possible.
Dec 23, 2025
Demand i guess or Customer want a second alternative
Dec 23, 2025
If I understand EMIB sufficiently, it’s a solution that’s fairly “simple” compared to say Foveros and its variants. It’s also highly...
Dec 23, 2025
The fact that it takes time to build infrastructure is a common problem not only in the United States but in every country.
Even China...
Dec 23, 2025
In the US, it takes a long time to get infrastructure improvements approved and built.
The primary impediment to infrastructure...
Dec 23, 2025
What happen to the market driven capacity increases?
What was holding back the improvements in the infrastructure in the US?
Dec 23, 2025
Totally disagree with Pat on selling chips to China. Cleary China has gotten chips through black or grey markets and now they are making...
Dec 23, 2025
Former Intel CEO Pat Gelsinger discusses the U.S.-China race for A.I. chip dominance, the proposed Safe Chips Act and more on 'Maria...
Dec 23, 2025
I do as well. I am unsure about it having HNA-EUV but they can do a layer or two and still claim first to HNA-EUV. 18A was certainly a...
Dec 23, 2025
Like.
Complete nonsense. I was wondering where this came from but I now see it was from Trendfarce. It is not clear to me that fabless...
tomatoma reacted to MKWVentures's post in the thread Inside Intel’s new Arizona fab, where the chipmaker’s fate hangs in the balance with