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The shipping of wafers to China is an interruption in an otherwise smooth flow; it would be much easier for them to have a non-EUV flow...
Jan 18, 2026
F
Date : 2026-01-14 14:14 Page : 2026-01-15
SK hynix has upgraded its Wuxi plant (fab) in China, a key base for DRAM production. It is...
Jan 18, 2026
Photo by Slejven Djurakovic on Unsplash
Intel Corporation (NASDAQ:INTC) is one of the stocks Jim Cramer shared his thoughts on. During...
Jan 18, 2026
D
I am just saying that If Intel Foundry charges market price for 18A wafers to Intel Products, there is not going to be any immediate...
Jan 18, 2026
Are we placing too much expectation on Li‑Bu Tan and hoping he is a “superman” who can turn Intel into the only advanced‑logic IDiM in...
Jan 18, 2026
J
Analyse tout à fait pertinente. Si les GPU ou les puces d'IA d'Intel étaient réellement compétitifs face à ceux de Nvidia en termes de...
Jan 18, 2026
So do you think Intel wafer cost is higher or lower than TSMC's, or at least be more competitive than TSMC?
Jan 18, 2026
K
Apple started with Samsung Foundry but did the exclusive TSMC partnership at 20nm. This was a big deal for TSMC and changed how they do...
Jan 18, 2026
K
Re: TSMC and Apple
Was that the real pivot, or was it when Steve Jobs was still around and bought PA Semi? Once Apple went down the...
Jan 18, 2026
K
Great read, thank you. It is interesting to give full credit to Tim Cook but as an insider I know it was his team who did it. The same...
Jan 18, 2026
S
Bob swan made the decision what was right according to him he can't fix Intel foundry so he decided to shut it down.
Well i am pretty...
Jan 18, 2026
K
They may, indeed, make that choice. However, I would caution against setting expectations based on Intel's past behavior. Intel has...
Jan 18, 2026
L
After the 10 nm debacle and particularly how it was handled internally it strikes me as entirely logical.
I believe CFO prior to the...
Jan 18, 2026
E
So if Ukraine had nukes would RU attack?
Jan 18, 2026
Taiwan was developing nukes in the 1970s and 1980s but the US opposed it. We probably regret that now. Taiwan having nukes could give...
Jan 18, 2026
Daniel Nenni posted the thread Jim Cramer Says “Once They Cleaned Up the Balance Sheet, Intel Instantly Became a Much Better Story” in SemiWiki Main Forum ( Ask the Experts! ).Photo by Slejven Djurakovic on Unsplash Intel Corporation (NASDAQ:INTC) is one of the stocks Jim Cramer shared his thoughts on. During...
hist78 replied to the thread Lip-Bu Tan Update on 18A and 14A.Are we placing too much expectation on Li‑Bu Tan and hoping he is a “superman” who can turn Intel into the only advanced‑logic IDiM in...
Like.
Apple started with Samsung Foundry but did the exclusive TSMC partnership at 20nm. This was a big deal for TSMC and changed how they do...
Taiwan was developing nukes in the 1970s and 1980s but the US opposed it. We probably regret that now. Taiwan having nukes could give...