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M
I think the plan was pretty clear. 2 fabs in Arizona, 2 Fabs In Ohio.... then israel then Germany. They committed to have 4 new fabs by...
May 26, 2026
Yields aside, is 18A cheaper per transistor to produce than what was intended for 20A? or about the same?
May 26, 2026
Being at low yield, 9 months before PRQ is not really that shocking. The only shock was to people who believed PG when he said 20A was...
May 26, 2026
M
Being at low yield, 9 months before PRQ is not really that shocking. The only shock was to people who believed PG when he said 20A was...
May 26, 2026
M
That is quite a nice bit of hyperbole. Lets get to 2B in sales external (top 20 foundry/osat, 5% of Intel revenue) and go from there...
May 26, 2026
F
I see now, they plotted 2/(CPP*Cell Height). So this corresponds to ~114 MTr/mm2 if using the D_design formula, as expected for N+3. So...
May 26, 2026
F
I can't believe people fell for Huwaei marketing they changed how they calculated density metric. they are calculating it by 2/(CPP*CH)...
May 26, 2026
Honestly, this is really good news!
May 26, 2026
The Samsung Safe Conference is coming up. Maybe we will hear more than but it is hard to believe. I do know that the Samsung 2nm is...
May 26, 2026
Necessity is the mother of invention. Our gerontocracy gave the CCP a gift that otherwise could not have occurred organically if the US...
May 26, 2026
Not even regular EUV :)
May 26, 2026
- Huawei unveils chip design strategy to boost performance
- Focus on advanced packaging, rather than making transistors smaller
-...
May 26, 2026
The Samsung Safe Conference is coming up. Maybe we will hear more than but it is hard to believe. I do know that the Samsung 2nm is...
May 26, 2026
Last year, Intel CEO Li‑Bu Tan stated that Intel would need additional capital spending on 18A if external customers arrive, although...
May 26, 2026
I guess what I wonder is how much did Intel intend to spend in order to reach the 15B in external revenue? I am guessing that Intel can...
May 26, 2026
Xebec replied to the thread Intel's Lip-Bu Tan: "B0 you keep your job, anything about that you are fired".Yields aside, is 18A cheaper per transistor to produce than what was intended for 20A? or about the same?
Like.
Being at low yield, 9 months before PRQ is not really that shocking. The only shock was to people who believed PG when he said 20A was...
Daniel Nenni replied to the thread China's Huawei reveals chip design breakthrough amid US sanctions.The Samsung Safe Conference is coming up. Maybe we will hear more than but it is hard to believe. I do know that the Samsung 2nm is...