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But they (will) have a working EUV tool by 2030....such rubbish. Making 1 chip is cool - making 10 million quite another feat entirely...
Jan 15, 2026
You have a good point. This deal only makes sense to me either if the IP is legacy, low end business for trailing edge nodes, or (as you...
Jan 15, 2026
(Bloomberg) -- ASML Holding NV became only the third European company to surpass $500 billion in market value after key customer Taiwan...
Jan 15, 2026
When I mentioned whether any Intel acquisitions achieved “big success,” I was thinking those that delivered big and measurable results...
Jan 15, 2026
"Based on our planning framework, we raise our forecast for the revenue growth from AI accelerator to approach a mid to high 50s% CAGR...
Jan 15, 2026
HSINCHU, Taiwan, R.O.C. – Jan. 9, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for December 2025: On a...
Jan 15, 2026
S
In addition, it is my understanding there were cultural issues where anyone who tried to point out issues and/or offer alternative...
Jan 15, 2026
A
In addition, it is my understanding there were cultural issues where anyone who tried to point out issues and/or offer alternative...
Jan 15, 2026
A
My understanding was that there wasn't just one problem, it was a combination of aggressive design rules (physical and electrical) plus...
Jan 15, 2026
A
This is the fundamental problem. Times change. people need to adapt. Intel did not (well they did in 2020 but Pat reversed the...
Jan 15, 2026
A
The “Not TSMC” foundry market does give Intel some potential breathing room. But that market is not reserved for Intel alone.
On mature...
Jan 15, 2026
A
No matter who leads Intel, Bob Swan, Pat Gelsinger, or Li-Bu Tan, they all face the same fundamental challenge: under the IDM business...
Jan 15, 2026
B
Is that the original FAB7 or the mirror FAB across the road?
What about FAB2 and FAB5?
Who is making the masks for GF these days?
Jan 15, 2026
While loading at Fab 8 in Malta is weak, Fabs 1 and 7 are fully loaded and both expanding capacity.
It's been my thinking since GF was...
Jan 15, 2026
A
This kind of discussion about whether a software advancement is really significant is always fascinating because context matters so...
Jan 15, 2026
chipsntexas replied to the thread China is closing in on US technology lead despite constraints, AI researchers say.But they (will) have a working EUV tool by 2030....such rubbish. Making 1 chip is cool - making 10 million quite another feat entirely...
hist78 reacted to tooLongInEDA's post in the thread Another Reason for Intel to Acquire GlobalFoundries with
Like.
You have a good point. This deal only makes sense to me either if the IP is legacy, low end business for trailing edge nodes, or (as you...
Daniel Nenni posted the thread ASML Soars Above $500 Billion Value on TSMC’s Upbeat Outlook in SemiWiki Main Forum ( Ask the Experts! ).(Bloomberg) -- ASML Holding NV became only the third European company to surpass $500 billion in market value after key customer Taiwan...