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A
My semi-informed $0.02 as a process engineer and not integration or defmet. Though that does mean I've sat in plenty of meetings where...
Jul 4, 2025
X
If 14A is not high Na than they can do it in Arizona
Jul 4, 2025
X
Curious - after 10nm, there's only TSMC, Samsung, and Intel. Is TSMC using "industry standard" PDKs with 7nm, 5nm, 3nm, or are they...
Jul 4, 2025
M
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
B
TSMC is an exporter. Tariffs are for importers. TSMC's clients will pass tariffs onto the customers. Since there are no TSMC...
Jul 4, 2025
B
Tariffs are coming for TSMC Taiwan
Jul 4, 2025
B
TOKYO—Taiwan Semiconductor Manufacturing is delaying construction of a second plant in Japan partly because it is pouring funds more...
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
S
Curious - after 10nm, there's only TSMC, Samsung, and Intel. Is TSMC using "industry standard" PDKs with 7nm, 5nm, 3nm, or are they...
Jul 4, 2025
X
My semi-informed $0.02 as a process engineer and not integration or defmet. Though that does mean I've sat in plenty of meetings where...
Jul 4, 2025
X
Curious - after 10nm, there's only TSMC, Samsung, and Intel. Is TSMC using "industry standard" PDKs with 7nm, 5nm, 3nm, or are they...
Jul 4, 2025
D
If 14A is not high Na than they can do it in Arizona
Jul 4, 2025
S
If 14A is not high Na than they can do it in Arizona
Jul 4, 2025
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
C
My semi-informed $0.02 as a process engineer and not integration or defmet. Though that does mean I've sat in plenty of meetings where...
Jul 4, 2025
Like.
My semi-informed $0.02 as a process engineer and not integration or defmet. Though that does mean I've sat in plenty of meetings where...
hist78 reacted to MKWVentures's post in the thread Exclusive: Intel's new CEO explores big shift in chip manufacturing business with