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Cost saving initiatives including capital spending reductions for 2025 were started under PG not LBT! Don't need to twist history to...
Jul 4, 2025
Not bad but for a boutique foundry but TSMC will grow 35-40% this year. Margins for UMC in 2024 were 32%, margins for TSMC in 2024 were...
Jul 4, 2025
TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales...
Jul 4, 2025
S
Interesting tidbit from the story (source is "industry analysts"):
"However, according to some industry analysts, the 18A process is...
Jul 4, 2025
S
So the problem is the PDK in the end but if they go with 14A with Industry standard PDK won't they loose performance and yield as well ?
Jul 4, 2025
S
I wonder about this. AMD is producing very competitive (many would say winning) x86 products using TSMC PDKs. So there certainly is...
Jul 4, 2025
300mm production started in 2002 in Rio Rancho, NM. Fab 11X cost $2B, a huge sum at the time.
Conversely, 200mm has lasted a long time...
Jul 4, 2025
S
Sourced from Navitas’ 8-K filing.
Positive
New foundry partnership: Navitas secured PSMC as an alternative GaN wafer source with mass...
Jul 4, 2025
M
I wonder about this. AMD is producing very competitive (many would say winning) x86 products using TSMC PDKs. So there certainly is...
Jul 4, 2025
B
https://www.digitimes.com/news/a20250626PD213/semi-ase-semiconductor-industry-revenue-taiwan.html
Jul 4, 2025
B
300mm production started in 2002 in Rio Rancho, NM. Fab 11X cost $2B, a huge sum at the time.
Conversely, 200mm has lasted a long time...
Jul 4, 2025
B
Interesting tidbit from the story (source is "industry analysts"):
"However, according to some industry analysts, the 18A process is...
Jul 4, 2025
B
I think people will definitely ask the question during the earning call. For Intel, they have to find one or two large customers to make...
Jul 4, 2025
B
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 4, 2025
Daniel Nenni replied to the thread UMC Reports Sales for June 2025.Not bad but for a boutique foundry but TSMC will grow 35-40% this year. Margins for UMC in 2024 were 32%, margins for TSMC in 2024 were...
Like.
Interesting tidbit from the story (source is "industry analysts"): "However, according to some industry analysts, the 18A process is...
