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S
Well Intel themselves said 18A will be internal only node
Dec 26, 2025
P
Happy holidays, everyone!
It's been a while but wanted to contribute something small to this forum I read practically everyday! 😅...
Dec 26, 2025
A
As the only maker of HBM in the US, can Micron expand fast enough to meet domestic demand, let alone any foreign demand? Will Micron...
Dec 26, 2025
T
I think it is compounded. Should be well above 50% now given the rumor of ~30% in early 2025 and 7% yield improvement per month. We have...
Dec 26, 2025
T
we don't know their binning strategy as well and MP has already started in Fab 52
Dec 26, 2025
T
In my experience yield is more likely to asymptotically approach 100% (usually more like 95-98% for a mature process) than increase...
Dec 26, 2025
I wonder if there are a few 'simple' "architecture" tweaks that might provide high yields.
Examples: 1. A better caching strategy to...
Dec 26, 2025
Just saw this blog this week - best specific predictions on where the power/performance/cost breakthroughs will come for the current...
Dec 26, 2025
S
In my experience yield is more likely to asymptotically approach 100% (usually more like 95-98% for a mature process) than increase...
Dec 25, 2025
K
They can't for what they need from California.
For maximum effect, you want to launch in two directions, east for near-equatorial orbit...
Dec 25, 2025
Lip-Bu TanLip-Bu Tan CEO of Intel Corporation, Chairman of Walden International, Founding Managing Partner of Walden Catalyst Ventures...
Dec 25, 2025
L
They can't for what they need from California.
For maximum effect, you want to launch in two directions, east for near-equatorial orbit...
Dec 25, 2025
K
Just saw this blog this week - best specific predictions on where the power/performance/cost breakthroughs will come for the current...
Dec 25, 2025
K
In my experience yield is more likely to asymptotically approach 100% (usually more like 95-98% for a mature process) than increase...
Dec 25, 2025
K
Compounded makes more sense actually. Otherwise it would be negative more than two months ago.
Dec 25, 2025
Like.
I think it is compounded. Should be well above 50% now given the rumor of ~30% in early 2025 and 7% yield improvement per month. We have...
Xebec replied to the thread Where are the semiconductor breakthroughs for AI?.I wonder if there are a few 'simple' "architecture" tweaks that might provide high yields. Examples: 1. A better caching strategy to...
Daniel Nenni posted the thread Lip-Bu Tan Seasons Greetings in SemiWiki Main Forum ( Ask the Experts! ).Lip-Bu TanLip-Bu Tan CEO of Intel Corporation, Chairman of Walden International, Founding Managing Partner of Walden Catalyst Ventures...