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P
The semiconductor industry is cyclical
Tuesday at 1:39 AM
X
Executive Summary
Annualised growth rates retreated slightly in May, with Total Semiconductors growing 18.2 percent, down from last...
Tuesday at 1:29 AM
B
Search Labs | AI Overview
The Section 232 investigation on semiconductors is expected to conclude with a report to the President within...
Tuesday at 1:20 AM
P
Not being self-harming would be logical, but the politics is not. Engineers have hard time understanding people not driven by logic...
Tuesday at 12:36 AM
P
Except for economic side, the relationship between US and Taiwan are bad, and always were. It's an enormously long story of...
Tuesday at 12:23 AM
P
A lion share of fabless cannot pull a high-end FINFET project, a lot will prefer to stay at dry litho for the cheapness of masks for low...
Monday at 11:44 PM
For simplicity, let’s focus on net profit margin, which already reflects all major costs, such as equipment depreciation, materials...
Monday at 11:29 PM
B
N2 doesn't have BSPDN, A16 does -- which is basically N2P with BSPDN added...
A14 is then a shrunk A16 but with frontside power, A14P...
Monday at 10:19 PM
B
The UMC-Intel partnership on 12nm needs to overcome a serious financial obstacle: how to price 12nm foundry services low enough to...
Monday at 10:17 PM
B
But Intel was the first to introduce FinFET and should know a thing or two about how to adapt that. If this is a true joint venture and...
Monday at 10:17 PM
A
If Lip-Bu Tan is going to divest the fabs why drag this whole thing out? Why wouldn't he just dump the whole thing right away and be...
Monday at 9:50 PM
X
Doesn't this also imply a 50-50 split of the costs? I don't see how this would drop the margins if you cost drop proportionally to your...
Monday at 9:44 PM
A
Doesn't this also imply a 50-50 split of the costs? I don't see how this would drop the margins if you cost drop proportionally to your...
Monday at 9:29 PM
S
Or change the rues so you win.
While working for start-up companies the last 20+ years I have seen some amazing pivots. Lip-Bu is...
Monday at 8:19 PM
S
NVL already tape out before April this year In Q1 on 18AP but that was the Intel compute tile alongside Diamond Rapids not the TSMC one.
Monday at 8:19 PM
Like.
Executive Summary Annualised growth rates retreated slightly in May, with Total Semiconductors growing 18.2 percent, down from last...
hist78 replied to the thread Intel’s Pivot: Why It’s Betting on UMC—Not TSMC—in the Legacy Node Wars.For simplicity, let’s focus on net profit margin, which already reflects all major costs, such as equipment depreciation, materials...