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S
Upto Intel where they want it to be.
Well for the first part of question it will be obvious answer of Intel 7 product being a better...
Jan 15, 2026
M
How does rapidus provide a economical process at 2nm to compete with this without going bankrupt? They don't have the scale to sustain...
Jan 15, 2026
S
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
S
Mobileye is yet to take off fully it's too soon to judge other than that I agree they have botched every M&A.
Jan 15, 2026
A
I think you are confounding two separate issues here. The negative effect of Copy Exact have to do with what happens after the...
Jan 15, 2026
S
The funny thing is, even if Intel knows that trying to do 'dibs and dabs' together is what made them stumble before, they still have to...
Jan 15, 2026
I just cannot believe the CAPEX!!!!!!
From $4B+ to $5B+ !??!?!?!?!? :ROFLMAO:
CC Wei is FEARLESS!
Jan 15, 2026
B
Or, so does a bubble!!
Jan 15, 2026
Not sure the separation of the Singapore fabs, but 7 and 7H? are the ones I am referring to.
For masks, it is my understanding that they...
Jan 15, 2026
Artificial intelligence/Machine Learning-driven modeling reduces time-to-market for faster Design Technology Co-Optimization development...
Jan 15, 2026
S
The funny thing is, even if Intel knows that trying to do 'dibs and dabs' together is what made them stumble before, they still have to...
Jan 15, 2026
HSINCHU, Taiwan, R.O.C., Jan. 15, 2026 -- TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$1,046.09 billion, net...
Jan 15, 2026
M
outstanding profitability . 54% OM, 62 GM..... amazing!
Scale does incredible things.
Jan 15, 2026
CAMPBELL, Calif. – January 14, 2026 – Arteris, Inc. (Nasdaq: AIP), a leading technology provider for accelerating semiconductor creation...
Jan 15, 2026
Daniel Nenni replied to the thread TSMC 2025 Fourth Quarter Earnings Conference.I just cannot believe the CAPEX!!!!!! From $4B+ to $5B+ !??!?!?!?!? :ROFLMAO: CC Wei is FEARLESS!
Haha.
Ouch
chipsntexas replied to the thread Another Reason for Intel to Acquire GlobalFoundries.Not sure the separation of the Singapore fabs, but 7 and 7H? are the ones I am referring to. For masks, it is my understanding that they...
AmandaK posted the thread Keysight Unveils Machine Learning Toolkit to Accelerate Device Modeling and PDK Development in Keysight EDA.Artificial intelligence/Machine Learning-driven modeling reduces time-to-market for faster Design Technology Co-Optimization development...
