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M
Wat Huang zei, stak een lont aan onder de hele opslagsector. Hij wijst erop dat AI enorme, snelle datapijpleidingen nodig heeft, niet...
Jan 13, 2026
01/13/2026 04:56 PM
CNA photo Jan. 13, 2025
Taipei, Jan. 13 (CNA) If Taiwan Semiconductor Manufacturing Co. (TSMC) increases its...
Jan 13, 2026
L
As I, very much not a fab guy, understand it, Intel's 10 nm was very roughly equivalent to TSMC's N7 in what it targeted, but a bit more...
Jan 13, 2026
L
Pat did agree to reverse a possible design only course Swan opened and so tried to rescue the company as an IDM+Foundry. Besides...
Jan 13, 2026
L
The “Not TSMC” foundry market does give Intel some potential breathing room. But that market is not reserved for Intel alone.
On mature...
Jan 13, 2026
L
Intel is in the process lead today with 18A in HVM and 14A fast following. Unfortunately, for the foundry business it is not all about...
Jan 13, 2026
M
Perhaps. But some thoughts
1) Intel looked at EUV before most other companies. They had it in development for a long time
2) the 10nm...
Jan 13, 2026
lets be real. if Intel's GPU/AI chip is in demand like Nvidia. Intel will totally go all in on it like Nvidia but Intel's offering for...
Jan 13, 2026
C
Intel fumbled the ball related to EUV.
Jan 13, 2026
S
My take from `close to the coal face` is, there is still not a lot of practical results from the big 3 CAD companies` ai powered...
Jan 13, 2026
Intel spent more than any company.... regardless of profit.
the issue historically is that Intel is slow to deliver, and has a high R&D...
Jan 13, 2026
M
Intel CEO Lip-Bu Tan is welcoming 2026 with a great product lineup and a bright future for Intel Foundry. Listen to what he’s most...
Jan 13, 2026
M
Intel spent more than any company.... regardless of profit.
the issue historically is that Intel is slow to deliver, and has a high R&D...
Jan 13, 2026
S
lets be real. if Intel's GPU/AI chip is in demand like Nvidia. Intel will totally go all in on it like Nvidia but Intel's offering for...
Jan 13, 2026
E
About d@mn time we heard announcements like this, is my first thought. It is a super smart pivot by Jensen, and serves to remind...
Jan 13, 2026
Daniel Nenni posted the thread More TSMC investment in US would mean dual production hubs: Economist in SemiWiki Main Forum ( Ask the Experts! ).01/13/2026 04:56 PM CNA photo Jan. 13, 2025 Taipei, Jan. 13 (CNA) If Taiwan Semiconductor Manufacturing Co. (TSMC) increases its...
hist78 reacted to soAsian's post in the thread "AMD & NVIDIA Abandoned This Segment" | Intel Arc GPU Factory Tour with Sparkle with
Like.
lets be real. if Intel's GPU/AI chip is in demand like Nvidia. Intel will totally go all in on it like Nvidia but Intel's offering for...