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Latest activity

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samwilde reacted to benb's post in the thread Intel swings the axe again as it looks to lose 5,000 staff with Like.

The Intel Texas cuts are former Altera, the fabless chip designer of FPGAs. That doesn't sound like support functions but rather...

Jul 19, 2025
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Xebec reacted to Fred Chen's post in the thread ASML Lowers 2025 H2 Revenue Forecasts as Q2 Results Surpass Analyst Expectations with Like.

The world’s largest computer chip manufacturing equipment vendor, ASML, has said that it might fall short of its 2026 growth targets...

Jul 19, 2025
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Fred Chen posted the thread ASML Lowers 2025 H2 Revenue Forecasts as Q2 Results Surpass Analyst Expectations in SemiWiki Main Forum ( Ask the Experts! ).

The world’s largest computer chip manufacturing equipment vendor, ASML, has said that it might fall short of its 2026 growth targets...

Jul 19, 2025
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samwilde replied to the thread Times Chip Memory's restructuring failed: The "savior" defaulted, causing the 13 billion 12-inch wafer factory to fall into the abyss again.

Well PCM is a failed technology, it does not have a niche to sit in even, it falls in between DRAM and NAND. They probably did produce...

Jul 19, 2025
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samwilde reacted to KevinK's post in the thread Times Chip Memory's restructuring failed: The "savior" defaulted, causing the 13 billion 12-inch wafer factory to fall into the abyss again with Haha.

That would totally sink Gilroy - it would take hundreds of years of garlic sales to recover ;)

Jul 19, 2025
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samwilde reacted to coldsolder215's post in the thread Times Chip Memory's restructuring failed: The "savior" defaulted, causing the 13 billion 12-inch wafer factory to fall into the abyss again with Like.

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 19, 2025
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samwilde reacted to Daniel Nenni's post in the thread Times Chip Memory's restructuring failed: The "savior" defaulted, causing the 13 billion 12-inch wafer factory to fall into the abyss again with Like.

Recently, the administrator of Jiangsu Advanced Memory Semiconductor Co., Ltd. (hereinafter referred to as "Advanced Memory") issued an...

Jul 19, 2025
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samwilde reacted to siliconbruh999's post in the thread Intel Nova Lake-S uses TSMC N2 process Tape-Out with Like.

Also make bad products that are going to suck so TSMC can't even save them. Yeah Michelle and DZ sorry to say this is no different...

Jul 19, 2025
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samwilde reacted to siliconbruh999's post in the thread Intel Nova Lake-S uses TSMC N2 process Tape-Out with Like.

18AP and this was update given in foundry event with two products running in the fabs for 18AP(NVL/DMR) Regarding Nova Lake except for...

Jul 19, 2025
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samwilde reacted to Maximus's post in 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 with Like.

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 19, 2025
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siliconbruh999 replied to the thread Rapidus Achieves Significant Milestone at its State-of-the-Art Foundry with Prototyping of Leading-Edge 2nm GAA Transistors.

isn't 1M+ WPM too much for N3? TSMC produced 16 Million Wafers(All process combined) last year total at 1M+ wafer it would be 12M for N3...

Jul 19, 2025
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siliconbruh999 reacted to Daniel Nenni's post in the thread Rapidus Achieves Significant Milestone at its State-of-the-Art Foundry with Prototyping of Leading-Edge 2nm GAA Transistors with Like.

Broadcom is running test chips with no big red flags thus far. Toyota, Sony, Denso, Kioxia, and NEC are investors so they are probably...

Jul 19, 2025
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Fred Chen replied to the thread Rapidus Achieves Significant Milestone at its State-of-the-Art Foundry with Prototyping of Leading-Edge 2nm GAA Transistors.

"prototyping of 2nm GAA transistors and attaining electrical characteristics" sounds like very basic, low sample size, like they're just...

Jul 19, 2025
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Fred Chen reacted to MKWVentures's post in the thread Rapidus Achieves Significant Milestone at its State-of-the-Art Foundry with Prototyping of Leading-Edge 2nm GAA Transistors with Like.

I am surprised they have made it this far. But to see if a technology works, I want to see a SRAM test chip data and details on entire...

Jul 19, 2025
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Paul2 replied to the thread Nvidia CEO meets China’s commerce minister to discuss AI cooperation, foreign investment.

Nvidia videocards are still being manufactured in China, despite the bans, through the exploitation of literal reading of the previous...

Jul 19, 2025

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