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M
I have been to the site a number of times. Lots of room to expand around there. I am a HUGE fan of what TSMC has done!.
Right now...
Jan 9, 2026
K
A single remark from Jensen Huang was enough to jolt the global storage market. During his CES keynote, the Nvidia CEO described a new...
Jan 9, 2026
M
No sure I agree. What intervention do you think Intel wants?
Jan 9, 2026
I think #2 is critical. Intel has some issues, very serious ones. Lip-Bu Tan and Intel want U.S. government intervention.
Jan 9, 2026
Company now owns more than 2,000 acres in Arizona to meet AI demand
Taiwan Semiconductor Manufacturing Co. won additional land south...
Jan 9, 2026
Don't know, we only use HD libraries -- HP libraries are faster but also less efficient (partly because density is lower so interconnect...
Jan 9, 2026
M
When you play the political game, you have these meetings to discuss
1) What does trump want from Intel: Committment to America First...
Jan 9, 2026
I'm wondering what Trump and Lip-Bu Tan were hoping to achieve through this meeting. A policy change? A mega merger or buyout to save...
Jan 9, 2026
D
Don't know, we only use HD libraries -- HP libraries are faster but also less efficient (partly because density is lower so interconnect...
Jan 9, 2026
There is no "another USG investment in Intel" that I saw? did i miss it???
LBT is the deal maker. Stock more than Doubled since he took...
Jan 9, 2026
D
From what we've seen the wafer cost increase with N2 is bigger than the die area saving compared to N3, so for the same function an N2...
Jan 9, 2026
C
I am pretty skeptical. I think it would be difficult to integrate a glass electrolyte with existing continuous roll to roll web...
Jan 9, 2026
K
Great report.
I really do not understand why Micron does not have grander expansion plans. Are they not as competitive as Samsung and...
Jan 9, 2026
K
There is no "another USG investment in Intel" that I saw? did i miss it???
LBT is the deal maker. Stock more than Doubled since he took...
Jan 9, 2026
M
There is no "another USG investment in Intel" that I saw? did i miss it???
LBT is the deal maker. Stock more than Doubled since he took...
Jan 9, 2026
Like.
A single remark from Jensen Huang was enough to jolt the global storage market. During his CES keynote, the Nvidia CEO described a new...
hist78 replied to the thread Yet another Trump - LBT meeting.I think #2 is critical. Intel has some issues, very serious ones. Lip-Bu Tan and Intel want U.S. government intervention.
Daniel Nenni posted the thread Chipmaker TSMC wins land auction to nearly double Phoenix real estate footprint in SemiWiki Main Forum ( Ask the Experts! ).Company now owns more than 2,000 acres in Arizona to meet AI demand Taiwan Semiconductor Manufacturing Co. won additional land south...
Xebec reacted to IanD's post in the thread TSMC's new 3nm project reportedly halted; industry insiders reveal underlying reasons and strategic considerations with