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F
By Anton Shilov published January 23, 2026
Intel still has zero committed external customers for 14A.
Two potential customers are...
Monday at 9:32 PM
B
And what of the NY mega site? More delays?
Monday at 9:19 PM
The TSMC 2026 CapEx estimate is probably already understated. If the $250 billion Taiwan–US fab investment agreement is carried out over...
Monday at 9:10 PM
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...
Monday at 9:06 PM
S
From an industry perspective, the valuation is less surprising than the implied execution plan behind it.
End-to-end EDA development is...
Monday at 9:04 PM
F
The temptation has been there for very long.
As Lai Ching-Te said, "Once Taiwan is annexed, China will gain greater strength to...
Monday at 8:56 PM
"The new facility is expected to be operational by the second half of 2028, creating 1,600 jobs and increasing cleanroom space by...
Monday at 8:44 PM
This is a classic case where capex discipline was necessary, but the lack of manufacturing optionality and poor demand timing caused...
Monday at 8:39 PM
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...
Monday at 8:37 PM
In today’s highly competitive and rapidly changing market, this is the unavoidable reality Intel faces as an IDM.
Monday at 8:27 PM
Once behind, everything becomes complicated/difficult. Then, need to compromise and be pragmatic/realistic.
If Customers do not commit...
Monday at 8:24 PM
Intel being the second largest foundry should not be a problem once they shift all Intel products back to Intel manufacturing. Samsung...
Monday at 8:24 PM
From my understanding, actually the gap is widening not narrowing. There are lots of revenue tricks for IDM in Foundry business and...
Monday at 8:24 PM
Couple items:
the 2nd largest foundry commitment in 2030 was made for external foundry. they said they would be number 2 overall...
Monday at 8:24 PM
Depends what you mean by "most customers"... ;-)
TSMC have said the BSPD (A16 process as opposed to N2) is suitable for HPC chips with...
Monday at 8:24 PM
hist78 replied to the thread Semiconductor Market Update January 2026 Future Horizons.The TSMC 2026 CapEx estimate is probably already understated. If the $250 billion Taiwan–US fab investment agreement is carried out over...
Like.
From an industry perspective, the valuation is less surprising than the implied execution plan behind it. End-to-end EDA development is...
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...