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B
Culture and management structure (one can argue it's part of culture) is definitely a key factor for Samsung's issues.
The rigid...
Tuesday at 5:37 PM
K
In the first graph, mixing memory manufacturers' capacity with that of logic chip manufacturers doesn't make sense. In most cases...
Tuesday at 5:16 PM
Yes, with chiplets. Big monolithic designs 2-3 years. Apple does SoCs every year but they are generally incremental rather than a...
Tuesday at 5:08 PM
M
On Nova Lake CPU. Are they using N2 or 18A? or N3
I am not sure how (because people keep saying it takes 3+ years to change...
Tuesday at 5:06 PM
X
It also depends on how many politicians can actually tell the difference between AI and A1 (A-one).
Tuesday at 4:40 PM
F
Intel already had more EUV resources.
Tuesday at 4:30 PM
P
I completely forgot to also mention that Lee Jr. is a complete opposite of Lee Sr. in matters of vertical integration. In his chase of...
Tuesday at 4:15 PM
F
How many people are currently working at this research center? Thanks.
Tuesday at 4:08 PM
F
The practice of internal competition (where losing side is not penalized) is good.
Tuesday at 4:07 PM
absolutely. When any company/segment becomes large enough, it's no longer a private company's decision anymore.
As for NV CEO...
Tuesday at 4:02 PM
F
Culture and management structure (one can argue it's part of culture) is definitely a key factor for Samsung's issues.
The rigid...
Tuesday at 3:30 PM
It also depends on how many politicians can actually tell the difference between AI and A1 (A-one).
Tuesday at 3:15 PM
X
TSMC, $1.228 Trillion, ranked #9 in the world by market capitalization. July 15, 2025
Tuesday at 3:12 PM
A little bit off on timing....but I get it. It was 500B for about a day in 2000 under Barrett. then y2k
Intel was worth 260B (top 5 in...
Tuesday at 3:03 PM
I remember when it was $500B (thanks to Andy Grove the best Intel CEO ever) and that was back when $500B was a lot of money. :ROFLMAO:
Tuesday at 3:03 PM
Like.
Culture and management structure (one can argue it's part of culture) is definitely a key factor for Samsung's issues. The rigid...
Daniel Nenni replied to the thread Intel Nova Lake-S uses TSMC N2 process Tape-Out.Yes, with chiplets. Big monolithic designs 2-3 years. Apple does SoCs every year but they are generally incremental rather than a...
hist78 replied to the thread Semiconductor Fundamentals Are All Weak.It also depends on how many politicians can actually tell the difference between AI and A1 (A-one).