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B
Tariffs are coming for TSMC Taiwan
Jul 4, 2025
J
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 4, 2025
X
TOKYO—Taiwan Semiconductor Manufacturing is delaying construction of a second plant in Japan partly because it is pouring funds more...
Jul 4, 2025
Y
Let bitcoin chips to be the benchmark for all process nodes
Jul 4, 2025
I
Which is what I said -- to take over the mass market "new technology" solar cells (like perovskite-on-silicon) have to be competitive on...
Jul 4, 2025
S
Let bitcoin chips to be the benchmark for all process nodes
Jul 4, 2025
S
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 4, 2025
S
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 4, 2025
M
Not close. The latest perovskite cells suffer greatly from stability and environmental degradation issues. Along with using lead-based...
Jul 3, 2025
C
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
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
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
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
Munich, Germany – 2nd July 2025 - The Design and Verification Conference & Exhibition Europe (DVCon Europe), sponsored by Accellera...
Jul 3, 2025
M
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