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I don't know where you get 18A being a competitor to N2 from -- 18A competes with N3, 14A competes with A16 which is the BSPD version of...
Jan 29, 2026
I
I don't know where you get 18A being a competitor to N2 from -- 18A competes with N3, 14A competes with A16 which is the BSPD version of...
Jan 29, 2026
Yes, the rumours are getting more detailed, here from Digitimes how IFS will be prevented by political pressures from starving to...
Jan 29, 2026
I
The other problem is Samsung selling leading edge wafers so cheaply. Being as good as TSMC and as cheap as Samsung is a rock and a hard...
Jan 29, 2026
I
People always talk about and compare the PPA (Power, Performance, and Area) in the semiconductor industry. In reality, it should be...
Jan 29, 2026
S
It's a bit ironic considering reason for TSMC existence is the strong support of the government in early years and even now they get...
Jan 29, 2026
I agree with you that the foundry market needs more competition. But does that automatically mean there is enough demand for a company...
Jan 29, 2026
F
Intel was like that. I agreed with the concept in principle, but as usual in big companies the implementation often produced the wrong...
Jan 28, 2026
F
seems very similar to what intel has been doing, cutting middle management, reduce level of hierarchy, enabling faster decision, at...
Jan 28, 2026
Yes, Gemini can sometimes "reason" correctly but give wrong details. But it seems it has quite advanced "knowledge" about lots of stuff...
Jan 28, 2026
Yes, you’re right. Thank you. The Investment Tax Credit was increased from 25% to 35% by the One Big Beautiful Bill Act. But this also...
Jan 28, 2026
Samsung Foundry is behind TSMC, trying to catch/mimic TSMC as much as possible but yield is still low
Intel 5N4Y = Intel 7, Intel 4/3...
Jan 28, 2026
Yes, you’re right. Thank you. The Investment Tax Credit was increased from 25% to 35% by the One Big Beautiful Bill Act. But this also...
Jan 28, 2026
F
The Tongluo fab is not DRAM: https://evertiq.com/news/55663
PSMC started construction of the USD 9.72 billion fab in 2021 in order to...
Jan 28, 2026
I'm no ITC tax lawyer specialist but it seems this 35% change was part of the OneBigBBillAct signed by Trump in July 2025...
Jan 28, 2026
user nl reacted to IanD's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with
Like.
I don't know where you get 18A being a competitor to N2 from -- 18A competes with N3, 14A competes with A16 which is the BSPD version of...
hist78 replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.I agree with you that the foundry market needs more competition. But does that automatically mean there is enough demand for a company...
t2msemi2018 reacted to NY_Sam2's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with