Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=106026
)
[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] => 2030970
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
S
agree on this is much more than an EDA tool play. As I mentioned, makes better sense to be able to tune out custom ASIC (XPU) in a much...
Jan 26, 2026
S
From an industry perspective, the valuation is less surprising than the implied execution plan behind it.
End-to-end EDA development is...
Jan 26, 2026
F
The temptation has been there for very long.
As Lai Ching-Te said, "Once Taiwan is annexed, China will gain greater strength to...
Jan 26, 2026
"The new facility is expected to be operational by the second half of 2028, creating 1,600 jobs and increasing cleanroom space by...
Jan 26, 2026
This is a classic case where capex discipline was necessary, but the lack of manufacturing optionality and poor demand timing caused...
Jan 26, 2026
Summary
Micron invests US$24 billion (S$30.5 billion) in Singapore to build a new Nand flash memory chip plant that supports AI-driven...
Jan 26, 2026
In today’s highly competitive and rapidly changing market, this is the unavoidable reality Intel faces as an IDM.
Jan 26, 2026
Once behind, everything becomes complicated/difficult. Then, need to compromise and be pragmatic/realistic.
If Customers do not commit...
Jan 26, 2026
Intel being the second largest foundry should not be a problem once they shift all Intel products back to Intel manufacturing. Samsung...
Jan 26, 2026
From my understanding, actually the gap is widening not narrowing. There are lots of revenue tricks for IDM in Foundry business and...
Jan 26, 2026
Couple items:
the 2nd largest foundry commitment in 2030 was made for external foundry. they said they would be number 2 overall...
Jan 26, 2026
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
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
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
Intel’s product division generates the majority of the company’s revenue and profit. Product competitiveness and market opportunity...
Jan 26, 2026
Like.
From an industry perspective, the valuation is less surprising than the implied execution plan behind it. End-to-end EDA development is...
hist78 replied to the thread Micron to invest $30.5 billion in Singapore to boost chip production, creating 1,600 jobs."The new facility is expected to be operational by the second half of 2028, creating 1,600 jobs and increasing cleanroom space by...
t2msemi2018 replied to the thread How Intel Came Crashing Back to Earth After Its Trump Bump.This is a classic case where capex discipline was necessary, but the lack of manufacturing optionality and poor demand timing caused...