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Intel offered it heavily to any and all takers in 2021-2024. Why were there not takers? what has changed? Why is Intel still planning to...
Mar 7, 2026
C
Any technology not yet running in production is always a great technology ahead of schedule with perfect PPA. Its when we start making...
Mar 7, 2026
Worldwide chip sales increase 46.1% year-to-year
WASHINGTON—March 6, 2025—The Semiconductor Industry Association (SIA) today...
Mar 7, 2026
S
don't think intel or AMD stock is in bubble category
Mar 7, 2026
The article briefly mentioned that Shanghai Microelectronics Equipment (Group) Co., Ltd.'s 28nm lithography machine (ArF, Immersion)...
Mar 7, 2026
D
Until the stock bubble bursts.
Mar 7, 2026
Thank you for sharing -- I appreciate the insight into the Intel machine.
Question from your article:
"Apparently, they did remove...
Mar 7, 2026
I published an update on what caused the shortages, where they are and how they can .... or cannot be fixed.
www.mkwventures.com or...
Mar 7, 2026
F
The article briefly mentioned that Shanghai Microelectronics Equipment (Group) Co., Ltd.'s 28nm lithography machine (ArF, Immersion)...
Mar 7, 2026
F
Originally, I had posted their development goals directly from the auto-translation, but the translation contained misleading errors...
Mar 7, 2026
My impression is that China doesn't need to compete (commercially) with ASML. There will probably be no EUV-tool buyers outside China...
Mar 7, 2026
In this Youtube interview with Dan Gelbart "Solving Impossible Problems for Fun and Profit: Dan Gelbart"
at 27:11 to 32:30 he talks...
Mar 7, 2026
F
In this Youtube interview with Dan Gelbart "Solving Impossible Problems for Fun and Profit: Dan Gelbart"
at 27:11 to 32:30 he talks...
Mar 7, 2026
S
I think the main driver for customers to use Intel's packaging solution is to strengthen the supply chain. Today TSMC will not package...
Mar 7, 2026
Yes, that is exactly what I meant above. No internal competition in China, but collaboration, coordination and integration at the...
Mar 7, 2026