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A Photomask Japan 2025 paper by Intel's Mask group pointed out that High-NA would bring more sensitivity to smaller defects, creating...
Jan 26, 2026
F
By Anton Shilov published January 23, 2026
Intel still has zero committed external customers for 14A.
Two potential customers are...
Jan 26, 2026
B
And what of the NY mega site? More delays?
Jan 26, 2026
The TSMC 2026 CapEx estimate is probably already understated. If the $250 billion Taiwan–US fab investment agreement is carried out over...
Jan 26, 2026
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
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...