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I
Still doesn't work though does it, using a more expensive process for the cheapest product?
(at the top end you can justify premium...
Jun 18, 2026
I
Isn't that your post at the top of the thread? That's where I got the quote from.
If the text isn't yours you need to make this clear...
Jun 18, 2026
S
I do not recall saying 3x cost, it certainly is not. If you are going to compare cost it should be TSMC AZ cost vs Intel cost at...
Jun 18, 2026
S
should have clarified i meant from like Apple's lineup point of view like lowest end M series
Jun 18, 2026
I do not recall saying 3x cost, it certainly is not. If you are going to compare cost it should be TSMC AZ cost vs Intel cost at...
Jun 18, 2026
I
Why cheap, when Daniel said "Intel’s cost per chip runs around three times TSMC’s, and its yields trail well behind"?
Jun 18, 2026
F
Intel at SPIE-Feb, from 2024 to 2026, which team is talking, Dev or Prd?
Jun 18, 2026
Intel at SPIE-Feb, from 2024 to 2026, which team is talking, Dev or Prd?
Jun 18, 2026
Indeed -- but my point was that in N2 TSMC *already* have a smaller M0 pitch than single-exposure high-NA can deliver, as you said: "No...
Jun 18, 2026
S
Intel have had a pre-production tool since 2024.
That's not the same as having multiple production tools running on a production line...
Jun 18, 2026
S
Yeah it can be a cheap M series variant
Jun 18, 2026
N
Intel at SPIE-Feb, from 2024 to 2026, which team is talking, Dev or Prd?
Jun 18, 2026
Exciting times in the semioconductor industry.
I would still bet it is not iPhone production. Cost and power will be a problem. The M...
Jun 18, 2026
I
Intel have had a pre-production tool since 2024.
That's not the same as having multiple production tools running on a production line...
Jun 18, 2026
TRUMP confirmed the announcement lol Intel and Apple can't deny
Jun 18, 2026
Like.
I do not recall saying 3x cost, it certainly is not. If you are going to compare cost it should be TSMC AZ cost vs Intel cost at...
Daniel Nenni replied to the thread Trump says Apple will build chips with Intel in the US.I do not recall saying 3x cost, it certainly is not. If you are going to compare cost it should be TSMC AZ cost vs Intel cost at...
Intel at SPIE-Feb, from 2024 to 2026, which team is talking, Dev or Prd?
Haha.
TRUMP confirmed the announcement lol Intel and Apple can't deny