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A
But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...
Yesterday at 8:59 PM
A
The “NOT TSMC” market is shrinking or even disappearing day by day, partly thanks to Trump.
When Trump forced TSMC to commit $250...
Yesterday at 8:53 PM
A
Great analysis! Thanks. Do you have any thoughts on how Intel can get out of this downward spiral?
Dominant does not necessarily mean...
Yesterday at 8:49 PM
This is another mistake made by Google Gemini. It fabricated a claim that, in mid‑2025, Congress passed the BASIC Act (Building Advanced...
Yesterday at 8:48 PM
"At the same time TSMC can not complain: they got Chips-act money, cheap loan, 35% tax break and loan guarantees by the Taiwan...
Yesterday at 8:03 PM
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...
Yesterday at 8:03 PM
That's true for specialized ASICs, but many (most perhaps) of these custom chips are Arm-based CPUs using mostly Arm IP for functional...
Yesterday at 8:02 PM
I can assure you that if Intel or Intel Foundry Service needs this level of government intervention just to survive, similar to many...
Yesterday at 7:43 PM
S
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Yesterday at 7:36 PM
Do you think it will be big customers with small orders, or big customers with large orders?
Yesterday at 7:27 PM
M
Great analysis! Thanks. Do you have any thoughts on how Intel can get out of this downward spiral?
Dominant does not necessarily mean...
Yesterday at 7:07 PM
The “NOT TSMC” market is shrinking or even disappearing day by day, partly thanks to Trump.
When Trump forced TSMC to commit $250...
Yesterday at 7:05 PM
do you think Intel is stronger than ASE or Amkor in Packaging? If so, why is there no revenue from people using packaging
Yesterday at 6:25 PM
I've heard Intel claim EMIB-T should be a real differentiator for packaging as well. That is due out in the second half of this year.
Yesterday at 6:24 PM
Maybe Intel can help Elon build his Terafabs he mentioned today. Maybe Ohio ??
"You know, I mentioned this at the shareholder meeting...
Yesterday at 6:24 PM
Like.
But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...
hist78 replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.This is another mistake made by Google Gemini. It fabricated a claim that, in mid‑2025, Congress passed the BASIC Act (Building Advanced...
t2msemi2018 reacted to swka's post in the thread AI chip startup Ricursive has raised $300M at a $4B valuation, led by Lightspeed Venture Partners. with
Daniel Nenni reacted to MKWVentures's post in the thread Pumping the oil of the 21st century: TSMC versus INTEL with
Haha.
Maybe Intel can help Elon build his Terafabs he mentioned today. Maybe Ohio ?? "You know, I mentioned this at the shareholder meeting...