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M
I have a pretty good model for 18A wafer cost today and what it will be when fully loaded in Fab 52.
I do not have great model for...
Apr 1, 2026
N
. N2P (or N2) tape-out in 2025-Sep, MediaTek earlier than Qualcomm, a mobile processor chip = Dimensity 9600?
. A14 testchips in...
Apr 1, 2026
M
The only reason i can think of is the Demand for Server CPUs
that stuff is gonna continue with Diamond Rapids
Apr 1, 2026
M
The Path Forward: Reality Gap
The implementation success of SEGA™ is not measured only by whether a design eventually passes a gate; it...
Apr 1, 2026
M
As modern high-performance computing shifts toward heterogeneous AI platforms, the traditional fragmented engineering lifecycle has...
Apr 1, 2026
M
Apollo Made $3B in two years but intel got all the rights back and they don't have to share profit anymore and they scale the production...
Apr 1, 2026
B
The highlight of this "smart capital" was Intel changing their mind on Ireland capex timing shortly after signing off on the Apollo...
Apr 1, 2026
B
Apollo Made $3B in two years but intel got all the rights back and they don't have to share profit anymore and they scale the production...
Apr 1, 2026
T
Is there any Korean GPU？Never heard of
Apr 1, 2026
T
Washington also targets Korea’s Online Platform Act and other non-tariff barriers. Trade Pressure Intensifies
Despite South Korea’s...
Apr 1, 2026
S
The only reason i can think of is the Demand for Server CPUs
that stuff is gonna continue with Diamond Rapids
Apr 1, 2026
The NOT TSMC market has never been stronger and we can thank TSMC for that. Design starts have never been easier thanks to the TSMC...
Apr 1, 2026
S
They need to focus on what is happening in the next 2 years. Right now Rapidus is a research fab with not production on a highly...
Apr 1, 2026
M
It was not fully ramped last time I checked (December). According to IFS metrics (sell at market price to business unit), it was not...
Apr 1, 2026
5 June 2024 to 1 April 2026: not a bad deal for those "engineers" and advisors cashing their fees twice.
Anyone knows what the...
Apr 1, 2026
Like.
The only reason i can think of is the Demand for Server CPUs that stuff is gonna continue with Diamond Rapids
hist78 reacted to Daniel Nenni's post in the thread Global ‘Foundry 2.0’ Market Climb to a Record $320 Billion in Revenues in 2025, driven by AI boom with
user nl replied to the thread Intel to Repurchase 49% Equity Interest in Ireland Fab Joint Venture.5 June 2024 to 1 April 2026: not a bad deal for those "engineers" and advisors cashing their fees twice. Anyone knows what the...
