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F
I (and many media people) total missed that. thank you.
So terafab is all things, everywhere, all at once..... but it doesnt exist...
Apr 13, 2026
Couple Items:
The Fab 34 Apollo deal does not change Intel capacity. Intel was the only customer. Intel is given cash to Apollo to go...
Apr 13, 2026
It's back to a fundamental question: is there any reason that the IDM business model will rise again, despite more than three decades of...
Apr 13, 2026
There are several conferences this month, including the TSMC Symposium, so I expect to learn more about Terafab in the coming weeks. It...
Apr 13, 2026
UMC probably feels the same way.
Apr 13, 2026
There are several conferences this month, including the TSMC Symposium, so I expect to learn more about Terafab in the coming weeks. It...
Apr 13, 2026
M
Again with the assumptions on Intel role. Is there ANY Indicator that says wafers will be started at Intel factories? Is there a reason...
Apr 13, 2026
M
When will IFS break even should be the question. DZ has answered this and what happens if IFS gets customers for 14A.
Maybe the stock...
Apr 13, 2026
M
IBM has a reputation for Process technologies. Very expensive and not very manufacturable. This is what GF saw. GF could not afford to...
Apr 13, 2026
S
Couple Items:
The Fab 34 Apollo deal does not change Intel capacity. Intel was the only customer. Intel is given cash to Apollo to go...
Apr 13, 2026
M
IBM has a reputation for Process technologies. Very expensive and not very manufacturable. This is what GF saw. GF could not afford to...
Apr 13, 2026
M
Has anyone seen a 1.0 PDK or even 0.5? Have they even produced a test chip? 20 months isn't very long for process development if they...
Apr 13, 2026
M
When will IFS break even should be the question. DZ has answered this and what happens if IFS gets customers for 14A.
Maybe the stock...
Apr 13, 2026
M
Again with the assumptions on Intel role. Is there ANY Indicator that says wafers will be started at Intel factories? Is there a reason...
Apr 13, 2026
M
Couple Items:
The Fab 34 Apollo deal does not change Intel capacity. Intel was the only customer. Intel is given cash to Apollo to go...
Apr 13, 2026
Like.
I (and many media people) total missed that. thank you. So terafab is all things, everywhere, all at once..... but it doesnt exist...
hist78 reacted to MKWVentures's post in the thread Intel reinvesting in semiconductor manufacturing, a likely good sign for Ohio with
Daniel Nenni replied to the thread "Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology".There are several conferences this month, including the TSMC Symposium, so I expect to learn more about Terafab in the coming weeks. It...
Haha.
Again with the assumptions on Intel role. Is there ANY Indicator that says wafers will be started at Intel factories? Is there a reason...