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I
It's not that simple, the metal stack and processing and qualification and DK and extraction and layout and libraries and SRAMs and...
Jan 26, 2026
N
thanks to MKWVentures & IanD for "BSPD .. most customers do not want it at this time"
Intel Foundry, how about providing 2 versions for...
Jan 26, 2026
TSMC does not have spare N3 capacity but Intel signed up for a significant amount of wafers so I do not think TSMC is the bottleneck here.
Jan 26, 2026
Im just saying Intel is not constrained by TSMC, they are constrained by IFS ..... @siliconbruh999 may be correct on product issues...
Jan 26, 2026
M
great info.... very well put, thanks!
Jan 26, 2026
M
Depends what you mean by "most customers"... ;-)
TSMC have said the BSPD (A16 process as opposed to N2) is suitable for HPC chips with...
Jan 26, 2026
M
Im just saying Intel is not constrained by TSMC, they are constrained by IFS ..... @siliconbruh999 may be correct on product issues...
Jan 26, 2026
TSMC has spare N3 capacity that isn't spoken for this year?
Jan 26, 2026
Agreed. Taiwan would prefer to be independent. The entire world would prefer Taiwan be independent except for China. If they had to...
Jan 26, 2026
I’m not sure Puerto Rico has real representation in the US federal government. Do they have a vote in the senate and do they have a vote...
Jan 26, 2026
I think the world knows who/what is the single biggest threat to the world economy.
Jan 26, 2026
It's hard to say only because we don't know how much capacity Intel would have booked if they went full outsource instead of building...
Jan 26, 2026
S
Well i disagree the design is also a problem which were being carried by IFS for quite some time and even now
Jan 26, 2026
I
Depends what you mean by "most customers"... ;-)
TSMC have said the BSPD (A16 process as opposed to N2) is suitable for HPC chips with...
Jan 26, 2026
"A CoreWeave spokesperson told Reuters that the cash from the new investment will not be used to purchase Nvidia processors, but...
Jan 26, 2026
Daniel Nenni replied to the thread How Intel Came Crashing Back to Earth After Its Trump Bump.TSMC does not have spare N3 capacity but Intel signed up for a significant amount of wafers so I do not think TSMC is the bottleneck here.
Like.
Im just saying Intel is not constrained by TSMC, they are constrained by IFS ..... @siliconbruh999 may be correct on product issues...
Xebec replied to the thread How Intel Came Crashing Back to Earth After Its Trump Bump.TSMC has spare N3 capacity that isn't spoken for this year?
Haha.
I think the world knows who/what is the single biggest threat to the world economy.