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Latest activity

What's new Featured content New posts Latest activity

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KevinK reacted to Daniel Nenni's post in the thread Exclusive-ASML unveils EUV light source advance that could yield 50% more chips by 2030 with Like.

ASML reports Q4 earnings, in Veldhoven · Reuters SAN DIEGO, California, Feb 23 (Reuters) - Researchers at ASML Holding say they have...

Feb 23, 2026
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KevinK reacted to hist78's post in the thread Samsung’s Exynos 2700 Mass Production Set to Shake Up Flagship Chip Market, Challenging Snapdragon’s Dominance in 2026 with Like.

TSMC’s leading edge nodes have always had a small number of customers at the beginning of high volume manufacturing due to the cost...

Feb 23, 2026
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KevinK reacted to christian.esser@infineon.'s post in the thread Samsung’s Exynos 2700 Mass Production Set to Shake Up Flagship Chip Market, Challenging Snapdragon’s Dominance in 2026 with Like.

As - I believe - Chris Mack once wrote: Moore's Law is not about time, it's about volume. A pivotal reason for TSMCs success.

Feb 23, 2026
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KevinK reacted to IanD's post in the thread Samsung’s Exynos 2700 Mass Production Set to Shake Up Flagship Chip Market, Challenging Snapdragon’s Dominance in 2026 with Like.

IDM product flow, or large volume customer product flow -- either will do... ;-) I do agree 100% with what you're saying though, big...

Feb 23, 2026
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KevinK reacted to benb's post in the thread Samsung’s Exynos 2700 Mass Production Set to Shake Up Flagship Chip Market, Challenging Snapdragon’s Dominance in 2026 with Like.

This is an accurate report. I'll add one more point why 2700 is important: Yields cannot be improved without a high runner volume...

Feb 23, 2026
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KevinK reacted to Daniel Nenni's post in the thread Samsung’s Exynos 2700 Mass Production Set to Shake Up Flagship Chip Market, Challenging Snapdragon’s Dominance in 2026 with Like.

Samsung is gearing up for a major shift in its mobile processor strategy with the upcoming Exynos 2700. According to The Korea Economic...

Feb 23, 2026
Daniel Nenni reacted to KevinK's post in the thread Inside Apple's Multibillion-Dollar Push to Make Chips in the U.S. | WSJ with Like.

Foxconn Wisconsin has mostly been converted to Microsoft “token factories” that employ far fewer people, than the originally envisioned...

Feb 23, 2026
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KevinK reacted to Barnsley's post in the thread The U.S. Supreme Court struck down Trump’s global tariffs with Like.

Indeed what is the push to reduce prices when the people are apparently paying the higher prices willingly if the media is to be...

Feb 23, 2026
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KevinK replied to the thread Inside Apple's Multibillion-Dollar Push to Make Chips in the U.S. | WSJ.

Foxconn Wisconsin has mostly been converted to Microsoft “token factories” that employ far fewer people, than the originally envisioned...

Feb 23, 2026
Daniel Nenni replied to the thread Inside Apple's Multibillion-Dollar Push to Make Chips in the U.S. | WSJ.

How about Japan?

Feb 23, 2026
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Barnsley replied to the thread Inside Apple's Multibillion-Dollar Push to Make Chips in the U.S. | WSJ.

Valid point , whether its real or not. Only Trump as even given lip service to it. I dont think any country that lost its mass...

Feb 23, 2026
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KevinK reacted to Brady's post in the thread Inside Apple's Multibillion-Dollar Push to Make Chips in the U.S. | WSJ with Like.

After reading Apple in China - The Capture of the World's Greatest Company I’m extraordinarily skeptical of the US’ ability to compete...

Feb 23, 2026
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Maximus reacted to Xebec's post in the thread Panther Lake design rules revealed, no HD cells with Like.

Hi there -- folks like IanD on here are actual professionals working in the field - with a lot more hands on knowledge than anyone...

Feb 23, 2026
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Maximus reacted to MKWVentures's post in the thread Panther Lake design rules revealed, no HD cells with Like.

N2 fabs are different than N5 fabs. they are not necessarily interchangable. I used to tell investors "Picture the most complicated...

Feb 23, 2026
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Brady replied to the thread Inside Apple's Multibillion-Dollar Push to Make Chips in the U.S. | WSJ.

Question: is the span of time since the Industrial Revolution and/or Information Age too short to make this provable?

Feb 23, 2026

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