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I am not aware of any 18A external tape-outs thus far and that includes Amazon and Microsoft. Maybe we will hear more real about...
Jul 2, 2025
Also how does 18A is getting killed for Nvidia and Apple this has to pass through AI multiple times 🤣
Jul 2, 2025
F
Probably 38 nm minimum metal pitch makes most sense (6 tracks 228 nm height). Intel shouldn't have to resort to pitch quartering. Pitch...
Jul 2, 2025
A
Exactly. 18A does not have customers and TSMC has many N2 customers. The 18A window is passing. So now the focus is 14A ("but the next...
Jul 2, 2025
A
Exclusive usually = hit piece. Unnamed sources etc... :sleep:
Lip-Bu is out talking to customers so the foundry strategy may change...
Jul 2, 2025
F
TSMC has the lowest cost manufacturing so yes they could price Intel and the rest of the foundries out of the market. Bad strategy...
Jul 2, 2025
M
You are correct.... they did announce customers so i may have exaggerated with "no customers" .... my bad :)
but even then, lets...
Jul 2, 2025
Exclusive usually = hit piece. Unnamed sources etc... :sleep:
Lip-Bu is out talking to customers so the foundry strategy may change...
Jul 2, 2025
S
Also how does 18A is getting killed for Nvidia and Apple this has to pass through AI multiple times 🤣
Jul 2, 2025
S
Texas Instruments’ annual revenue is not near $70 billion. With 2024 revenue at $15.64 billion and net profit at $4.78 billion, this...
Jul 2, 2025
S
What a ridiculous title. Intel Foundry never had a shot at Apple business.
Is this the same person? Or did AI steal an identity...
Jul 2, 2025
S
No it doesn't, comparatively to the applications where SiCs physical advantages make it the only alternative to silicon, IT SMPS is...
Jul 2, 2025
S
What if China blocks exports of neon gas to Taiwan?
Jul 2, 2025
S
The report says "foundry", so Kioxia correctly excluded, but then why Micron, Hynix, CXMT included?
Yole reports never fails to hype...
Jul 2, 2025
S
1. The term “fab” can mean different things. For example, TSMC is continuously building Fab 21 in Phoenix, Arizona, which consists of...
Jul 2, 2025
Daniel Nenni replied to the thread Exclusive: Intel's new CEO explores big shift in chip manufacturing business.I am not aware of any 18A external tape-outs thus far and that includes Amazon and Microsoft. Maybe we will hear more real about...
Like.
Also how does 18A is getting killed for Nvidia and Apple this has to pass through AI multiple times 🤣
kvas reacted to Daniel Nenni's post in the thread Exclusive: Intel's new CEO explores big shift in chip manufacturing business with