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K
My take on the current moats:
* Gaming / Professional Graphics - limited chip capacity - AMD would rather spend limited allocation on AI...
Apr 29, 2026
K
Intel 18A-P looks impressive - 9% more speed even at a lower voltage (0.76V --> 0.75V).
"Improved Thermal Conductivity by 50% sounds...
Apr 29, 2026
News about Intel 18AP from VLSI_2026 Paper T1.2
- Intel 18AP will offer 9% perf or 18% power over 18A
- New VT pairs, low and high power...
Apr 29, 2026
Business traction on 22nm continues to gain momentum, accounting for 14% of Q1 revenue
Expect Q2 wafer shipments to grow by high single...
Apr 29, 2026
S
News about Intel 18AP from VLSI_2026 Paper T1.2
- Intel 18AP will offer 9% perf or 18% power over 18A
- New VT pairs, low and high power...
Apr 29, 2026
Yes - Sorry I was just thinking in the context of thermal density (and conductivity) per transistor it'll be interesting to compare the...
Apr 29, 2026
Yeah by a decent bit can't recall the exact number but around 30% for the 18A HD Cell vs TSMC 2-1 NanoFlex
Apr 29, 2026
N2 is already denser than 18A right?
Apr 29, 2026
Business traction on 22nm continues to gain momentum, accounting for 14% of Q1 revenue
Expect Q2 wafer shipments to grow by high single...
Apr 29, 2026
S
Yeah by a decent bit can't recall the exact number but around 30% for the 18A HD Cell vs TSMC 2-1 NanoFlex
Apr 29, 2026
M
N2 is already denser than 18A right?
Apr 29, 2026
M
This is a new economy..... Its not about Revenue or earnings or free cash flow .... its about aspirations and affirmations. Terafab is...
Apr 29, 2026
Industry hopes that Intel 18A can alleviate CPU shortages
The world isn’t just facing a memory shortage; it’s also facing a CPU...
Apr 29, 2026
Intel 18A-P looks impressive - 9% more speed even at a lower voltage (0.76V --> 0.75V).
"Improved Thermal Conductivity by 50% sounds...
Apr 29, 2026
News about Intel 18AP from VLSI_2026 Paper T1.2
- Intel 18AP will offer 9% perf or 18% power over 18A
- New VT pairs, low and high power...
Apr 29, 2026
hist78 reacted to siliconbruh999's post in the thread VLSI 2026 Preview TSMC A16/ Intel 18AP with
Like.
News about Intel 18AP from VLSI_2026 Paper T1.2 - Intel 18AP will offer 9% perf or 18% power over 18A - New VT pairs, low and high power...
Xebec replied to the thread VLSI 2026 Preview TSMC A16/ Intel 18AP.Yes - Sorry I was just thinking in the context of thermal density (and conductivity) per transistor it'll be interesting to compare the...
Daniel Nenni posted the thread UMC Reports First Quarter 2026 Results in SemiWiki Main Forum ( Ask the Experts! ).Business traction on 22nm continues to gain momentum, accounting for 14% of Q1 revenue Expect Q2 wafer shipments to grow by high single...
