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So we don't need Intel, and the US doesn't need semiconductor sovereignty.
All we need is TSMC's US factory.
Jan 31, 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 31, 2026
I'm sure that with all the conversations Lip-Bu Tan has had with customers he has become aware of the customers who want traditional...
Jan 31, 2026
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...
Jan 31, 2026
You mean add another not-really-big-enough-volume (and late to market!) process to the one they're already got -- plus you need...
Jan 31, 2026
Intel has 4x as many process options on 18A as they do customers interested in working with IFS LOL
Jan 31, 2026
100% agree. I was asked by a Client how to change a process from BSPD to FSPD and I said, "its a different animal. I dont even think I...
Jan 31, 2026
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 31, 2026
You don't need bspdn in the first place, it's garbage
Jan 31, 2026
F
When she was mouthing in the Trump White House AI honcho meeting, I wondered what was her credential. Sure enough, she got yanked as CEO...
Jan 31, 2026
Stock price update, 5 months later:
Jan 31, 2026
K
If I continue the line about what has happened 15 years ago in the fibre market as an analogy to today: 112G over single fibre will...
Jan 31, 2026
K
This makes sense. We could measure the utilization of many different kinds of accelerators, and we'd find that the accelerators are at...
Jan 31, 2026
P
Maybe... Many many companies built whole on premise private datacentres just to host a website, ERP, and a few file servers. Corporate...
Jan 31, 2026
P
If I continue the line about what has happened 15 years ago in the fibre market as an analogy to today: 112G over single fibre will...
Jan 31, 2026
tomatoma replied to the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030.So we don't need Intel, and the US doesn't need semiconductor sovereignty. All we need is TSMC's US factory.
Like.
But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...
Xebec replied to the thread Oracle stock soars as CEO says AI-fueled cloud revenue set to soar to $144 billion.Stock price update, 5 months later: