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Major OSATs can do all advanced packaging and have been proposing it for years.
They are doing subcontracting for some major players...
Dec 24, 2025
Databricks CEO Ali Ghodsi at Fortune Brainstorm AI in San Francisco.
In a typically candid assessment of the current artificial...
Dec 24, 2025
F
EUV spare parts shouldn't be floating around since the customers would need all they can get and ASML also has to keep track of them...
Dec 24, 2025
Almost immediately after Trump’s attack, Intel scrambled to lock down time with the president, two people with knowledge of the...
Dec 24, 2025
S
or perhaps Like 157nm Litho in 2000......
Dec 24, 2025
M
or perhaps Like 157nm Litho in 2000......
Dec 24, 2025
R
I believe that we are making a mistake by focusing on when China catches up with the "best in class" technology available in the west...
Dec 24, 2025
M
EMIB - nearly ALL Intel Xeons FROM 4th generation Xeon CPU except for monolithic one
CoWoS - AMD/NVIDIA GPU (MI 250/300/350) NVIDIA DC...
Dec 24, 2025
S
100% agree with this take. China doesn't need to be leading edge. If they get to N-1 or even N-2, it can also break the economics of...
Dec 24, 2025
C
100% agree with this take. China doesn't need to be leading edge. If they get to N-1 or even N-2, it can also break the economics of...
Dec 24, 2025
C
I believe that we are making a mistake by focusing on when China catches up with the "best in class" technology available in the west...
Dec 24, 2025
C
I think it's really impossible to prevent China from getting their hands on the technology. At this point EUV has been commercial for a...
Dec 24, 2025
A
I believe that we are making a mistake by focusing on when China catches up with the "best in class" technology available in the west...
Dec 24, 2025
S
Like EUV in early 2000s 🤣
Dec 24, 2025
S
EMIB - nearly ALL Intel Xeons FROM 4th generation Xeon CPU except for monolithic one
CoWoS - AMD/NVIDIA GPU (MI 250/300/350) NVIDIA DC...
Dec 24, 2025
Xebec reacted to MKWVentures's post in the thread Inside Intel’s new Arizona fab, where the chipmaker’s fate hangs in the balance with
Like.
Major OSATs can do all advanced packaging and have been proposing it for years. They are doing subcontracting for some major players...
Daniel Nenni posted the thread CEO of a $134 billion software giant blasts companies with billions in funding but zero revenue: ‘That’s clearly a bubble, right… it’s, like, insane’ in SemiWiki Main Forum ( Ask the Experts! ).Databricks CEO Ali Ghodsi at Fortune Brainstorm AI in San Francisco. In a typically candid assessment of the current artificial...