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The move widens TSMC’s lead over Samsung, as Intel also presses into the foundry market
TSMC increases 2nm and 3nm production by 20%...
May 1, 2026
I also wonder about where the yields will be for these new processes at Intel with respect to AMD. Rumor is that AMD's desktop N2 chip...
May 1, 2026
O
Currently, Intel has 70% of the DC unit sales, but only 58% of the DC revenue. It seems like Intel is currently purchasing market...
May 1, 2026
O
I also wonder about where the yields will be for these new processes at Intel with respect to AMD. Rumor is that AMD's desktop N2 chip...
May 1, 2026
O
Intel 18A-P looks impressive - 9% more speed even at a lower voltage (0.76V --> 0.75V).
"Improved Thermal Conductivity by 50% sounds...
May 1, 2026
M
If Elon Musk doesn't like the rules and practices of the public stock market, he should keep his venture private.
May 1, 2026
The market is certainly free to invest or not :)
EDIT: FWIW, there are quite a few market companies in similar situations with respect...
May 1, 2026
I thought that too, until I saw the linked article and heard some of the recent murmurs about these companies approaching IPOs. I think...
May 1, 2026
K
If Elon Musk doesn't like the rules and practices of the public stock market, he should keep his venture private.
May 1, 2026
M
Cause Intel doesn't have a good product on Intel 3 for client purpose.
Intel needs to have products DC products on 18A/AP there is none...
May 1, 2026
K
I thought that too, until I saw the linked article and heard some of the recent murmurs about these companies approaching IPOs. I think...
May 1, 2026
S
Cause Intel doesn't have a good product on Intel 3 for client purpose.
Intel needs to have products DC products on 18A/AP there is none...
May 1, 2026
M
One other item:
In past comments, I said intel had this problem of people wanting 7nm product and not Intel 3 product. And Intel cannot...
May 1, 2026
If Elon Musk doesn't like the rules and practices of the public stock market, he should keep his venture private.
May 1, 2026
B
Some notes on foundry:
revenue went up 800M YOY based on higher wafer prices for 18A, Intel 3 wafers.
Costs went up 900M YOY based on...
May 1, 2026
Daniel Nenni posted the thread TSMC Widens Gap with Samsung by Expanding 2nm and 3nm Output by 20% in SemiWiki Main Forum ( Ask the Experts! ).The move widens TSMC’s lead over Samsung, as Intel also presses into the foundry market TSMC increases 2nm and 3nm production by 20%...
I also wonder about where the yields will be for these new processes at Intel with respect to AMD. Rumor is that AMD's desktop N2 chip...
Like.
If Elon Musk doesn't like the rules and practices of the public stock market, he should keep his venture private.
hist78 replied to the thread SpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy.If Elon Musk doesn't like the rules and practices of the public stock market, he should keep his venture private.