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D
typical example of winner (re)writting history I think
Jul 20, 2025
S
The day TSMC starts worrying about their logo is the day the broader industry should get worried about a loss of focus on the part of TSMC.
Jul 20, 2025
S
I see zero chance for Intel 14A to be HNA-EUV with HVM prior to 2030, as Pat G promised. Maybe they can run some HNA-EUV wafers with...
Jul 20, 2025
The day TSMC starts worrying about their logo is the day the broader industry should get worried about a loss of focus on the part of TSMC.
Jul 20, 2025
O
The day TSMC starts worrying about their logo is the day the broader industry should get worried about a loss of focus on the part of TSMC.
Jul 20, 2025
M
I remember this comic:
Jul 20, 2025
K
I'm worried that Tim Cook, Lisa Su, Jensen Huang, Hock Tan, Lip-Bu Tan, Cristiano Amon, or C.C. Wei won’t spend more than two seconds...
Jul 20, 2025
I'm worried that Tim Cook, Lisa Su, Jensen Huang, Hock Tan, Lip-Bu Tan, Cristiano Amon, or C.C. Wei won’t spend more than two seconds...
Jul 20, 2025
"So when TSMC’s massive new manufacturing plant (or “fab,” as those in the semiconductor business like to call it) arose recently in the...
Jul 20, 2025
D
Huang’s view is spot-on—it just tells only half the story.
For example Huawei is beloved by the general public, but is loathed and...
Jul 20, 2025
S
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 20, 2025
S
typical example of winner (re)writting history I think
Jul 20, 2025
J
ASML is supposedly shipping first EXE:5200 tool to Intel. This would be third high NA tool for Intel, if I didn't mix something up. If...
Jul 20, 2025
L
It does make some sense to me. Suppose Sandisk was planning to pay for the new site through cash flow and/or loans collateralized...
Jul 20, 2025
I see zero chance for Intel 14A to be HNA-EUV with HVM prior to 2030, as Pat G promised. Maybe they can run some HNA-EUV wafers with...
Jul 20, 2025