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People always talk about and compare the PPA (Power, Performance, and Area) in the semiconductor industry. In reality, it should be...
Jan 28, 2026
I
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Jan 28, 2026
D
Full-year 22nm revenue increases 93% YoY, reaching record high in Q4 2025
2025 earnings per share of NT$3.34
Fourth Quarter 2025...
Jan 28, 2026
But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...
Jan 28, 2026
Great analysis! Thanks. Do you have any thoughts on how Intel can get out of this downward spiral?
Dominant does not necessarily mean...
Jan 28, 2026
S
agree on the non-trivial effort supporting both options. As for the adequate resource, it comes down to whether intel really seriously...
Jan 28, 2026
S
But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...
Jan 28, 2026
I think their name will come up soon. Taiwan really is cracking down on IP theft. CC Wei seems to have a much harder line on IP theft...
Jan 28, 2026
I’m wondering to what extent Japan's Rapidus is involved in this scandal, if at all.
Jan 28, 2026
S
Not sure I agree with the logic here. Intel's biggest need right now is to fill the fabs. Choosing not to even try to serve a large...
Jan 28, 2026
It is so easy these days to have AI make some historic financial overview of business performances. Below is a table generated by...
Jan 28, 2026
M
But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...
Jan 28, 2026
Full-year 22nm revenue increases 93% YoY, reaching record high in Q4 2025
2025 earnings per share of NT$3.34
Fourth Quarter 2025...
Jan 28, 2026
M
I wouldnt over complicate it. Micron makes the best decision at the time based on the ROI. Micron has had Development and limited...
Jan 28, 2026
Andrew ChenAndrew Chen
Taken individually, Micron Technology’s recent moves look like routine capacity expansion. Seen together, they...
Jan 28, 2026
hist78 replied to the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030.People always talk about and compare the PPA (Power, Performance, and Area) in the semiconductor industry. In reality, it should be...
Like.
Full-year 22nm revenue increases 93% YoY, reaching record high in Q4 2025 2025 earnings per share of NT$3.34 Fourth Quarter 2025...
Daniel Nenni replied to the thread Taiwan Prosecutors Announce First Major Semiconductor Indictments under New National Security Framework.I think their name will come up soon. Taiwan really is cracking down on IP theft. CC Wei seems to have a much harder line on IP theft...