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In today’s highly competitive and rapidly changing market, this is the unavoidable reality Intel faces as an IDM.
Tuesday at 7:27 AM
L
That would help, but being more expensive isn't really the biggest issue, it's that for lower-power chips with less dense power grids...
Tuesday at 7:25 AM
S
You mean add another not-really-big-enough-volume (and late to market!) process to the one they're already got -- plus you need...
Tuesday at 6:58 AM
S
That would help, but being more expensive isn't really the biggest issue, it's that for lower-power chips with less dense power grids...
Tuesday at 6:58 AM
E
You mean add another not-really-big-enough-volume (and late to market!) process to the one they're already got -- plus you need...
Tuesday at 5:39 AM
S
its trending on x.com.
ChatGPT is charging NFL rates. I appreciate Sam's hustle.
Tuesday at 5:12 AM
I
You mean add another not-really-big-enough-volume (and late to market!) process to the one they're already got -- plus you need...
Tuesday at 4:15 AM
I
That would help, but being more expensive isn't really the biggest issue, it's that for lower-power chips with less dense power grids...
Tuesday at 4:08 AM
I
I remember being in Shenzhen when the enormous Foxconn factory/complex there (100k workers, mostly living on-site?) had the spate of...
Tuesday at 3:57 AM
B
The new VSMC FAB in Singapore has absolutely rocketed up!
One thing here is they can get the labour in for construction fast!
Tuesday at 2:25 AM
S
the second option is to make BSPDN cost effective so they don't have to make two separate flows.
Tuesday at 1:42 AM
S
A Photomask Japan 2025 paper by Intel's Mask group pointed out that High-NA would bring more sensitivity to smaller defects, creating...
Tuesday at 1:40 AM
By Anton Shilov published January 23, 2026
Intel still has zero committed external customers for 14A.
Two potential customers are...
Monday at 10:51 PM
A Photomask Japan 2025 paper by Intel's Mask group pointed out that High-NA would bring more sensitivity to smaller defects, creating...
Monday at 10:51 PM
F
A Photomask Japan 2025 paper by Intel's Mask group pointed out that High-NA would bring more sensitivity to smaller defects, creating...
Monday at 9:50 PM
Xebec reacted to hist78's post in the thread How Intel Came Crashing Back to Earth After Its Trump Bump with
Like.
In today’s highly competitive and rapidly changing market, this is the unavoidable reality Intel faces as an IDM.
hist78 reacted to Fred Chen's post in the thread Intel says it has two prospective customers for 14A — expects to hear about commitments in second half of 2026 with