Array
(
    [content] => 
    [params] => Array
        (
            [0] => /forum/whats-new/latest-activity?before_id=105588
        )

    [addOns] => Array
        (
            [DL6/MLTP] => 13
            [Hampel/TimeZoneDebug] => 1000070
            [SV/ChangePostDate] => 2010200
            [SemiWiki/Newsletter] => 1000010
            [SemiWiki/WPMenu] => 1000010
            [SemiWiki/XPressExtend] => 1000010
            [ThemeHouse/XLink] => 1000970
            [ThemeHouse/XPress] => 1010570
            [XF] => 2030871
            [XFI] => 1060170
        )

    [wordpress] => /var/www/html
)

Latest activity

What's new Featured content New posts Latest activity

S

siliconbruh999 replied to the thread Samsung’s U.S. Taylor Facility Reportedly Becomes Top Choice for Customers Looking Beyond TSMC, as Intel Struggles with “Execution Challenges”.

Nvidia is the most likely to work with Samsung out of the three

Jan 21, 2026
Daniel Nenni replied to the thread Samsung’s U.S. Taylor Facility Reportedly Becomes Top Choice for Customers Looking Beyond TSMC, as Intel Struggles with “Execution Challenges”.

Samsung Foundry is well known for horrible yield and broken promises. Since Intel 18A is already in HVM and Samsung 2nm HVM is...

Jan 21, 2026
M

MKWVentures replied to the thread Samsung’s U.S. Taylor Facility Reportedly Becomes Top Choice for Customers Looking Beyond TSMC, as Intel Struggles with “Execution Challenges”.

I know Samsung is cutting deals to get customers. I am wondering if Intel will as well. and then whether customers will look to have...

Jan 21, 2026
B

Barnsley replied to the thread Samsung’s U.S. Taylor Facility Reportedly Becomes Top Choice for Customers Looking Beyond TSMC, as Intel Struggles with “Execution Challenges”.

Fingers crossed this is good news for Texas Semicon!!! Share the wealth Samsung 😃😃😃

Jan 21, 2026
A

ai268 reacted to blueone's post in the thread Jim Cramer Says “Once They Cleaned Up the Balance Sheet, Intel Instantly Became a Much Better Story” with Like.

783? Where did that come from? INTC's PE is 4,429 as of the NASDAQ close on Jan 16.

Jan 21, 2026
A

ai268 reacted to Brady's post in the thread Jim Cramer Says “Once They Cleaned Up the Balance Sheet, Intel Instantly Became a Much Better Story” with Haha.

Undervalued at 783 P/E! Give me some more of that Cramer optimism, baby!

Jan 21, 2026
A

ai268 reacted to hist78's post in the thread TSMC faces a capacity shortage, leading six major foundries to choose Samsung over Intel for manufacturing? with Like.

With TSMC’s planned $250 billion investment in Arizona and additional billions in Capex to be spent in Taiwan, it’s hard to see what...

Jan 21, 2026
A

ai268 reacted to MKWVentures's post in the thread TSMC faces a capacity shortage, leading six major foundries to choose Samsung over Intel for manufacturing? with Like.

I agree on the other timeline comments 100%... that my point I dont think that having american company build in america with government...

Jan 21, 2026
A

ai268 reacted to MKWVentures's post in the thread TSMC faces a capacity shortage, leading six major foundries to choose Samsung over Intel for manufacturing? with Like.

I am doing a report on these shortages.... trying to get the numbers to make sense... please chime in to correct me. 1) If you are...

Jan 21, 2026
A

ai268 reacted to hist78's post in the thread Two signs that Intel 14A will be a winner with Like.

But it takes even longer for Intel to build a fab and bring it into high volume manufacturing (HVM) with a good yield. It took TSMC 3...

Jan 21, 2026
A

ai268 reacted to hist78's post in the thread Two signs that Intel 14A will be a winner with Like.

I doubt that availability will be one of Intel’s strengths. With the $250 billion that TSMC is required to invest in its Arizona fabs...

Jan 21, 2026
A

ai268 reacted to hist78's post in the thread Two signs that Intel 14A will be a winner with Like.

Unfortunately, Trump and Commerce Secretary Howard Lutnick have already sealed Intel’s fate. They killed Intel. Under the recently...

Jan 21, 2026
F

Fred Chen replied to the thread Samsung’s U.S. Taylor Facility Reportedly Becomes Top Choice for Customers Looking Beyond TSMC, as Intel Struggles with “Execution Challenges”.

I could not find the reference to "execution challenges", but it seems a couple of reasons Samsung would be currently preferred over...

Jan 21, 2026
S

siliconbruh999 replied to the thread Lip-Bu Tan Update on 18A and 14A.

I think he meant high na is expensive not sold out for XPS

Jan 21, 2026
F

Fred Chen posted the thread Samsung’s U.S. Taylor Facility Reportedly Becomes Top Choice for Customers Looking Beyond TSMC, as Intel Struggles with “Execution Challenges” in SemiWiki Main Forum ( Ask the Experts! ).

Muhammad Zuhair Jan 19, 2026 at 11:59am EST Samsung's chip operations in the US are now gaining the spotlight, as a report reveals the...

Jan 21, 2026

Show older items