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I know Chi Foon from Synopsys. He really knows his wine! Lip-Bu also joined the Intel board in 2022 so there is a connection.
Jun 16, 2026
M
Atomic simulation is not just modeling. It is becoming realization evidence.
By Dr. Moh Kolbehdari
As semiconductor scaling moves...
Jun 16, 2026
B
I think when there is slack in the system, units and ASP will go up together because utilization will go up and inventory will be burned...
Jun 16, 2026
E
Anshul Saxena
Product Strategy, Planning & Portfolio Management | Ecosystem Engagement | Engineering
June 11, 2026
Every silicon...
Jun 16, 2026
B
My point is not everybody in the supply chain is "feeling the benefits"
So its always misleading when the entire industry is lumped...
Jun 16, 2026
O
Yes, indeed. Though, my point is, that the overlooked demand drivers are not inconsequential if you start adding the numbers and take...
Jun 16, 2026
O
Except that every military application of semiconductors put together -- drones in Ukraine included -- is orders of magnitude smaller...
Jun 16, 2026
I fell you overestimate Intel's business and way-underestimate tsmc. My personal forecast is that Intel will have only 6 HNA by end of...
Jun 16, 2026
F
i am pretty sure they have both High-NA and Non High-Na variant
Jun 16, 2026
B
One would think when your richest customers have to start beefing up their balance sheets, the end is nigh.
However, the flip side of...
Jun 16, 2026
I
Except that every military application of semiconductors put together -- drones in Ukraine included -- is orders of magnitude smaller...
Jun 16, 2026
B
Indeed! Of course they have a point, that the current pricing environment will not last forever, but their reasoning is rather peculiar...
Jun 16, 2026
O
Indeed! Of course they have a point, that the current pricing environment will not last forever, but their reasoning is rather peculiar...
Jun 16, 2026
"Multipass or multiexposure flows" were supposed to be avoided for High-NA, or so goes the marketing. Apparently still necessary for <40...
Jun 16, 2026
B
If you are the top of the food chain. The good times should stay for a while yet.
However for those further down the food chain , life...
Jun 16, 2026