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TSMC’s Arizona fab is producing “4nm” semiconductors, part of the N5/N4 family. By most standards, this qualifies as a leading edge...
Jul 24, 2025
S
I am preparing for 18nm+++++ btw since he said 18A will be a looooong node
Jul 24, 2025
S
Dan is one of the few optimists thus far😂. So far, from most comment I read, everyone seems somewhat downcast with the potential end of...
Jul 24, 2025
S
Customers really do need to step up, and LBT said it straight up: join us in designing and making 14A a successful node -- like you...
Jul 24, 2025
If a customer thought they could have a competitive edge by working with Intel Foundry they would. But you are right, altruistic they...
Jul 24, 2025
J
I believe he did, which is a very honest answer. He clearly said it was not a Field of Dreams situation where you build capacity and...
Jul 24, 2025
J
IBM’s semiconductor story is far from over. After a legal battle in which IBM and GlobalFoundries sued each other for breach of...
Jul 24, 2025
Y
Dan is one of the few optimists thus far😂. So far, from most comment I read, everyone seems somewhat downcast with the potential end of...
Jul 24, 2025
Could be, Lip-Bu and Hock Tan run in the same circles. MediaTek would be interesting. The CEO is Rick Tsai who was tossed from TSMC by...
Jul 24, 2025
Y
Honestly, do customers truly care about having a monopoly? It sure seems like it's a good statement to put out but it don't actually...
Jul 24, 2025
Customers really do need to step up, and LBT said it straight up: join us in designing and making 14A a successful node -- like you...
Jul 24, 2025
B
Customers really do need to step up, and LBT said it straight up: join us in designing and making 14A a successful node -- like you...
Jul 24, 2025
B
I am very happy with cancellation of German Expansion should never have been started
Jul 24, 2025
B
I believe he did, which is a very honest answer. He clearly said it was not a Field of Dreams situation where you build capacity and...
Jul 24, 2025
B
IBM’s semiconductor story is far from over. After a legal battle in which IBM and GlobalFoundries sued each other for breach of...
Jul 24, 2025
hist78 replied to the thread Intel Reports Second-Quarter 2025 Financial Results.TSMC’s Arizona fab is producing “4nm” semiconductors, part of the N5/N4 family. By most standards, this qualifies as a leading edge...
Haha.
Dan is one of the few optimists thus far😂. So far, from most comment I read, everyone seems somewhat downcast with the potential end of...
Like.
Customers really do need to step up, and LBT said it straight up: join us in designing and making 14A a successful node -- like you...
Daniel Nenni replied to the thread Intel Reports Second-Quarter 2025 Financial Results.If a customer thought they could have a competitive edge by working with Intel Foundry they would. But you are right, altruistic they...