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K
There always needs to be a race or some kind of competition to make things interesting. The politicians certainly love it. Instead of...
Jan 15, 2026
K
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
B
My impression is that Copy Exact! is the fatal flaw that ties Intel hands when the fabs take a transfer from Portland and it flops. And...
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
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
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
Like.
There always needs to be a race or some kind of competition to make things interesting. The politicians certainly love it. Instead of...
Daniel Nenni reacted to hist78's post in the thread TSMC 2025 Fourth Quarter Earnings Conference with
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