Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=86851
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2030770
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
M
I am sure they are looking at all options. We will publish some likely scenarios on our website
Jul 24, 2025
M
All SoC packaging is currently handled by TSMC using InFO (Integrated Fan-Out) technology, like you said, which integrates DRAM and...
Jul 24, 2025
This is very true. You also have to consider NDAs. If your team is designing to TSMC N2 it is not allowed to design to 18A or SF2. So...
Jul 24, 2025
Y
So if 18A is the last node, will a break up still happens?
Jul 24, 2025
"The increase in capital cost at Intel 14A makes it clear that we need both Intel products and a meaningful external customer to drive...
Jul 24, 2025
M
Intel CEO Lip-Bu Tan responded to a UBS analyst's question about the possibility of 14A being canceled. He stated that unless he sees...
Jul 24, 2025
M
You say you have a great next node. No one wants it. you cannot fund it so you stop work (you buy chips from a different foundry). You...
Jul 24, 2025
Intel CEO Lip-Bu Tan responded to a UBS analyst's question about the possibility of 14A being canceled. He stated that unless he sees...
Jul 24, 2025
B
Agreed; however insane it might sound not to have a second source to TSMC, if it's not making money, it has to go. Private investors...
Jul 24, 2025
B
It's a very easy path for TSMC to make Intel an offer they can't refuse on 14A, converting a large customer to the vast, unbeatable...
Jul 24, 2025
B
What is the point of stuff like this?
Do shareholders pay back anything if the Company pump "value" with fake numbers and make out like...
Jul 24, 2025
B
I hope the plaintiff has to pay defendants costs! Here is an AI summary of the complaint:
The document is a class action complaint...
Jul 24, 2025
Y
Sorry but how would that ends ?
Jul 24, 2025
M
If 14A doesnt get committed volume in the next 1 year. 18A is the last node. We have seen this story before and we know how it ends.
Jul 24, 2025
M
If I was another nation I would not be trying to subsidize an American company .... between trump 1, biden, trump 2..... the US is not...
Jul 24, 2025
hist78 reacted to Daniel Nenni's post in the thread The Next Modest Chapter in the TSMC Chronicles, Towards the half-trillion US Dollar in Revenue with
Like.
This is very true. You also have to consider NDAs. If your team is designing to TSMC N2 it is not allowed to design to 18A or SF2. So...
Haha.
Agreed; however insane it might sound not to have a second source to TSMC, if it's not making money, it has to go. Private investors...