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I
So in that case 20nm-24nm is not "green" for high-NA, contrary to what the slide suggests?
Jun 18, 2026
F
Intel had the tool since 2024 and i doubt Intel is dumb enough to do 10nm again they won't survive another 10nm...
Jun 18, 2026
F
So I went through the whole presentation just now. I am not sure why only one slide was posted originally by someone to make some...
Jun 18, 2026
I
oops my bad i misread that
Jun 18, 2026
S
oops my bad i misread that
Jun 18, 2026
I
I didn't say the price hike was 100%, I said that a price hike (of whatever size) was 100% certain to happen, compared to a much smaller...
Jun 18, 2026
S
agreed.
I think the assumption of 100% price increase of the chip is the problem and AMD has said the price is roughly 5-15% higher in...
Jun 18, 2026
I
No of course you can't -- all I was saying is that chip pricing matters more at the low end, at the high end you can charge more to...
Jun 18, 2026
S
at the top end of product can you justify having delays ? a 150-160mm2 chip would be better than a 400-500mm2 Chip for doing...
Jun 18, 2026
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
Like.
oops my bad i misread that
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...