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M
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 3, 2025
The London-based design disruptor teams up with Ceva to power enhanced listening experiences across the Nothing and CMF sub-brand audio...
Jul 3, 2025
L
If somebody says Air Liquide, they don't have own neon separation, they were reselling Ukrainian and Russian neon (semi purity)
I...
Jul 3, 2025
D
Let bitcoin chips to be the benchmark for all process nodes
Jul 3, 2025
X
Becoming fabless and supplying legacy nodes are both alright. It is good that Lip-Bu is intercepting further capital spending. If it was...
Jul 3, 2025
P
If somebody says Air Liquide, they don't have own neon separation, they were reselling Ukrainian and Russian neon (semi purity)
I...
Jul 3, 2025
A
For any fabless to gain confidence in IFS requires four things
1) Accurate and Stable PDK
2) high yield
3) schedule confidence
4) track...
Jul 3, 2025
A
I am not sure Intel will give much of an update until any deals are finalized. My opinion/understanding is:
1) external foundry has...
Jul 3, 2025
F
No need to waste time on those rumours...
Jul 3, 2025
M
Intel planned on about 3x the number of wafers for 18A that they will actually run (assuming 18A continues). so that is a flop. Volume...
Jul 3, 2025
18A is not a flop. The 18A PDK flopped for external use, different thing. From what I am told 18A yield is good.
If 14A does not yield...
Jul 3, 2025
C
When 14A flops I’m sure the next CEO will come up with a new way to spin how Intel is still a leader.
Jul 3, 2025
C
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 3, 2025
3 weeks. Looking forward to it. Personally I think this call will be pivotal for Intel.
Jul 3, 2025
S
True. Last time that happened was our 40th anniversary and she did not back down but I did get a happy wife and happy life. Gotta pick...
Jul 3, 2025