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I don't agree. Metal layer steppings are effective only when you can fix a problem just by altering interconnects. If you need to...
May 20, 2026
S
I have seen that "no B step" demand on and off for 30 years. it is hardly new
I can make a A-10 stepping (the things you can do edits...
May 20, 2026
I have seen that "no B step" demand on and off for 30 years. it is hardly new
I can make a A-10 stepping (the things you can do edits...
May 20, 2026
M
I have seen that "no B step" demand on and off for 30 years. it is hardly new
I can make a A-10 stepping (the things you can do edits...
May 20, 2026
O
In a way, yes - PC shipments did increase during Q1 2026. But:
"Year‑Over‑Year Growth Boosted by Inventory Builds Ahead of Expected Q2...
May 20, 2026
O
AMD's client business revenue was $2.9 billion in Q1 2026, up 26% year-over-year from $2.3 billion, driven by a 25% increase in unit...
May 20, 2026
M
Then you need to include all the packaging houses in the external foundry camp. In that case, IFS is not currently a top 20 source of...
May 20, 2026
I believe Apple and AMD are firmly in "Prisoner's Dilemma" territory.
They certainly have benefitted from the strategic partnership...
May 20, 2026
Are you looking for 10% foundry market share for Intel Foundry with profit, or without profit?
May 20, 2026
Isnt 5% of a lot better than 10% of something smaller.
INTEL insterested in increasing volume no?
May 20, 2026
Or pherhaps Samsung is saying if you want memory you gotta fab with us?
May 20, 2026
AMD has had squandered opportunities in the past by not second sourcing. They discussed second sourcing K8 production with Chartered...
May 20, 2026
Perhaps Samsung is just willing to eat the cost of low yields just to get the business, and on the hope they can improve. And AMD gets...
May 20, 2026
- Samsung Foundry Discusses Order for AMD 2nm Chips;
- Expected to Handle Production of AMD's Next-Generation AI Chip CPUs;
-...
May 20, 2026
S
Packing part of foundry so i see no reason to not include it packing.
or have more Internal revenue imo they should target a mix of...
May 20, 2026
Xebec reacted to blueone's post in the thread Intel's Lip-Bu Tan: "B0 you keep your job, anything about that you are fired" with
Like.
I don't agree. Metal layer steppings are effective only when you can fix a problem just by altering interconnects. If you need to...
Wow.
- Samsung Foundry Discusses Order for AMD 2nm Chips; - Expected to Handle Production of AMD's Next-Generation AI Chip CPUs; -...