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M
That’s a interesting point and it does make some sense. However, I can see how others—particularly many in China—might argue that SMIC...
Jul 18, 2025
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...
Jul 18, 2025
No real surprise here. At the BoA Technology Conference back on June 3rd Michelle Johnston-Holthaus said: "And so, I've been very...
Jul 18, 2025
Disagreement is okay, unless we are in mainland China or North Korea, where people must agree 100% with what the “great leaders” say...
Jul 17, 2025
A
Everything I've seen from LBT resembles revenge more than a plan for success.
Jul 17, 2025
A
Don't ask me how I know, but this is just another IBM techno-ponzi scheme gone awry. It's pretty amazing how they monetize and obfuscate...
Jul 17, 2025
S
I am from China.
The grass is always greener on the other side of the fence.
If sovereign capital is played purely as a financial...
Jul 17, 2025
A
I am from China.
The grass is always greener on the other side of the fence.
If sovereign capital is played purely as a financial...
Jul 17, 2025
A
When TSMC was founded in 1987, its initial capital was US$145 million. The Taiwanese government’s National Development Fund held 48.3%...
Jul 17, 2025
A
Many governments and companies around the world have tried to copy the success of TSMC and Taiwan (ROC) in the semiconductor industry...
Jul 17, 2025
M
Dual sourcing is good for some areas and for flexibility. but the fundamental Intel problem from 2020 was:
Intel cannot afford to do...
Jul 17, 2025
A
It's not Apple's Investment tbh that's just marketing it's the entire ecosystem investment Apple doesn't do any manufacturing
Jul 17, 2025
S
I think sovereign fund is an excellent idea. But should not be the only idea. It should be another tool in the toolbox, in addition...
Jul 17, 2025
S
Compare to 2020's Intel financial situation, Intel today has much worse financial strength to do anything .
Intel Free Cash Flow...
Jul 17, 2025
S
Dual sourcing is good for some areas and for flexibility. but the fundamental Intel problem from 2020 was:
Intel cannot afford to do...
Jul 17, 2025
user nl reacted to IanD's post in the thread Intel Nova Lake-S uses TSMC N2 process Tape-Out with
Like.
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...
hist78 replied to the thread Ex-Intel CEO backs Trump's sovereign wealth fund plan — and says it can help the US keep up with China in the tech race.Disagreement is okay, unless we are in mainland China or North Korea, where people must agree 100% with what the “great leaders” say...
Haha.
Everything I've seen from LBT resembles revenge more than a plan for success.