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S
Thanks! I had it in my head that advanced packaging must be complex/expensive enough these days that only the top foundries had the...
Dec 24, 2025
A
The AI/ML revolution is still in its very early stages, just like the computer industry of years ago. There will be numerous failures...
Dec 24, 2025
The prosecution has uncovered the full extent of a case involving the leak of Samsung Electronics’ state-designated core technology for...
Dec 24, 2025
Thanks! I had it in my head that advanced packaging must be complex/expensive enough these days that only the top foundries had the...
Dec 24, 2025
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
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