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0.30 (initial yield) * 1.07^12 = 67.57%
0.35 (initial yield) * 1.07^12 = 78.83%
Can we assume that Intel's 18A yield has reached...
Monday at 12:21 PM
M
100% agree
the shortage gives them the leverage to push people off of 7 (there are people on 10 too). they we can see if they can make...
Monday at 12:19 PM
I'm honestly curious what these are going to do that the Co-Pilot+ PCs can't already do..
Monday at 12:15 PM
M
Interesting points on this. Couple items:
1) TSMC does put HBM packages assembled by others onto CoWoS. They do not put logic die from...
Monday at 12:09 PM
I'm honestly curious what these are going to do that the Co-Pilot+ PCs can't already do..
Monday at 12:06 PM
@hist78
Exactly: I can tell you that the yield in May 2026 was the yield (DPW) in May 2025 multiplied by 1.07^12.
After looking at...
Monday at 12:04 PM
i think it's measured relatively like x%x1.07%x1.07% so roughly yield at present x (rate of improvement ) raised to power number of months.
Monday at 12:04 PM
A big difference this time around is that Lip-Bu Tan brought in PDF Solutions to help with yield. They are experts and outside eyes...
Monday at 12:04 PM
M
@hist78
Exactly: I can tell you that the yield in May 2026 was the yield (DPW) in May 2025 multiplied by 1.07^12.
After looking at...
Monday at 11:48 AM
S
i think it's measured relatively like x%x1.07%x1.07% so roughly yield at present x (rate of improvement ) raised to power number of months.
Monday at 9:11 AM
The NOT TSMC Market is growing. Remember, TSMC does not package other foundry dies so if the design isn't 100% TSMC packaging goes...
Monday at 8:42 AM
someone posted this on twitter below the tweet
Monday at 8:39 AM
There was one news of 65% Yield as well
Monday at 8:39 AM
I am not sure how this 7% monthly yield improvement on 18A was calculated. However, 12 months after May 2025, shouldn't Intel 18A yield...
Monday at 8:36 AM
hist78 replied to the thread Morgan Stanley reports Intel 18A yield at 50%.0.30 (initial yield) * 1.07^12 = 67.57% 0.35 (initial yield) * 1.07^12 = 78.83% Can we assume that Intel's 18A yield has reached...
Daniel Nenni reacted to Xebec's post in the thread What are AI PCs that Nvidia's Jensen Huang is betting on? with
Like.
I'm honestly curious what these are going to do that the Co-Pilot+ PCs can't already do..
Haha.
someone posted this on twitter below the tweet