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S
Reflecting, a destructive paranoia began around 1990 when Intel was under siege. AMD was attacking when they weren't licensed for the...
Jul 1, 2025
D
Charles Shi has a PhD in Material Science from Berkley and worked at Applied Materials. That is the kind of analyst I listen to:
“Using...
Jul 1, 2025
D
Summary
Needham sees TSMC harnessing more compute dies per package to hit a $90 billion AI revenue milestone by 2029
July 1 - Taiwan...
Jul 1, 2025
D
No idea really. I understand Intel 7 uses DUV multi-patterning and a 6nm class may need EUV to be economical (or repeat of 10nm debacle)...
Jul 1, 2025
Charles Shi has a PhD in Material Science from Berkley and worked at Applied Materials. That is the kind of analyst I listen to:
“Using...
Jul 1, 2025
Charles Shi has a PhD in Material Science from Berkley and worked at Applied Materials. That is the kind of analyst I listen to:
“Using...
Jul 1, 2025
Summary
Needham sees TSMC harnessing more compute dies per package to hit a $90 billion AI revenue milestone by 2029
July 1 - Taiwan...
Jul 1, 2025
M
Cmon UMC!!
You can do it!!
Jul 1, 2025
L
Another moment here: UMC clients will have much smaller dies, and they are less skittish about throwing dies out. No need for too much...
Jul 1, 2025
P
Another moment here: UMC clients will have much smaller dies, and they are less skittish about throwing dies out. No need for too much...
Jul 1, 2025
M
As I look at this report, it just show how fast the information changes.
for example,in the fab map, it simply show TSMC may have only 4...
Jul 1, 2025
M
If the partner with Intel on this, it is a great solution for both companies. Intel given leading edge capability to UMC or GF is a...
Jul 1, 2025
https://www.trendforce.com/news/news/2025/07/01/news-hongkongs-first-8-inch-sic-wafer-plant-got-approval/
On June 25, the Innovation...
Jul 1, 2025
P
I see creditors being very happy to sell the equipment (which will be inevitably scooped by second hand equipment vendors, who will...
Jul 1, 2025
P
UMC can just rent Intel's fab, with equipment and send their own engineers with their own recipes to cook chips using their own nodes.
Jul 1, 2025
Like.
Charles Shi has a PhD in Material Science from Berkley and worked at Applied Materials. That is the kind of analyst I listen to: “Using...
hist78 reacted to Daniel Nenni's post in the thread TSMC's AI Breakthrough: Path to a $90 Billion Windfall with
Daniel Nenni replied to the thread TSMC's AI Breakthrough: Path to a $90 Billion Windfall.Charles Shi has a PhD in Material Science from Berkley and worked at Applied Materials. That is the kind of analyst I listen to: “Using...