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K
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 5, 2025
K
Elon Musk was sued by the SEC over his tweet regarding "funding secured" to take Telsa private at US$420 a share, leading to a combined...
Jul 5, 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 5, 2025
M
Yes, Tower is going to use Intel's 300mm capable fab space in New Mexico, tool it with equipment worth up to $300 mil and fab 65nm...
Jul 5, 2025
M
Very true. Having outside eyes looking in is valuable as well. UMC has VERY satisfied and loyal customers. Intel Foundry could learn...
Jul 5, 2025
M
Doing technology development with an eye towards ensuring robust PDKs and bringing customers is very valuable.
Jul 5, 2025
M
Maybe UMC can emerge as a critical 49% owner for Intel Foundry with US based PE firms and Intel products as a consolidated 51% owner...
Jul 5, 2025
M
I was saying Intel 6 through collaboration with UMC.
Jul 5, 2025
M
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 5, 2025
M
Since taking the company's helm in March, CEO Lip-Bu Tan has moved fast to cut costs and find a new path to revive the ailing U.S...
Jul 5, 2025
M
No bueno!
This news has me thinking that the restrictions on chip sales to China have a big knock-on effect on yield improvement (by...
Jul 5, 2025
D
I don't dispute there is a grain of truth to this, but Intel does work to improve their processes after TD is done. Failure to work on...
Jul 5, 2025
D
I have to disagree. A design rule is the result of a decision made during the design of the process flow that imposes restrictions on...
Jul 5, 2025
D
I believe that in terms of PDK's the "industry standard" refers to tools that are used to do the design. I've been told that Intel has...
Jul 5, 2025
X
I believe that in terms of PDK's the "industry standard" refers to tools that are used to do the design. I've been told that Intel has...
Jul 5, 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...