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B
This is interesting.
So the US would be a separate entity from the world?
There does seem to be some thoughts in the manufacturing...
Jan 13, 2026
M
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
F
10nm failure was cobalt, that's why it was walked back in subsequent nodes.
Jan 13, 2026
F
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
I'm hoping that new megafabs will be mostly automated so the cost will not be huge but it will of course be more costly than Korea since...
Jan 13, 2026
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
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
Daniel Nenni replied to the thread Exclusive: Jensen Huang’s Remark Sparks Storage Rally—Phison CEO Responds from CES.I'm hoping that new megafabs will be mostly automated so the cost will not be huge but it will of course be more costly than Korea since...
Like.
Wat Huang zei, stak een lont aan onder de hele opslagsector. Hij wijst erop dat AI enorme, snelle datapijpleidingen nodig heeft, niet...
hist78 reacted to soAsian's post in the thread "AMD & NVIDIA Abandoned This Segment" | Intel Arc GPU Factory Tour with Sparkle with