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K
It is a subtle warning to the entire semiconductor ecosystem. One which I will be repeating at every possibility. Are you hearing me...
Jul 25, 2025
K
I believe this picture is related to the Intel Foundry Direct event held in May 2025.
If this Intel diagram is accurate, it reveals a...
Jul 25, 2025
K
i think yes based on this
Jul 25, 2025
K
It's a subtle warning to US Government as well.
Jul 25, 2025
K
Welcome clarity. Though increasingly obvious that Intel products just don't have the volume to justify many more future nodes, it needed...
Jul 25, 2025
Mixel is the industry’s first pure play silicon IP provider to support ASA-ML SerDes
San Jose, CA – (BUSINESS WIRE, July 23, 2025) –...
Jul 25, 2025
Best question of the Q&A:
Stacy Raskin, Analyst, Bernstein Research: Hi, guys. Thanks for taking my questions. So the first one, I...
Jul 25, 2025
K
There are two parts to IFS, one is filling existing fabs and two is partnering with big a customer on new fabs. If a big customer does...
Jul 25, 2025
There are two parts to IFS, one is filling existing fabs and two is partnering with big a customer on new fabs. If a big customer does...
Jul 25, 2025
B
This will be the ultimate test to your theory....
Jul 25, 2025
B
I guess that Apples and Nvidias do not give a shxt about monopoly prices, as long as their competitors are paying the same prices. Also...
Jul 25, 2025
B
It is a subtle warning to the entire semiconductor ecosystem. One which I will be repeating at every possibility. Are you hearing me...
Jul 25, 2025
B
I really agree with you
As a Japanese, I've seen the Japanese semiconductor industry stay away from semiconductor manufacturing for a...
Jul 25, 2025
D
To save everyone's time, she uses '0.2nm' for the A2 node on the IMEC roadmap. The video discusses IMEC's vision for the A2 node.
Jul 25, 2025
D
TSMC, of course, but not if Taiwan is invaded. I trust China to execute on a threat more than I do the US (like about Greenland). It...
Jul 25, 2025
Like.
It is a subtle warning to the entire semiconductor ecosystem. One which I will be repeating at every possibility. Are you hearing me...
Daniel Nenni posted the thread Mixel Supports Automotive SerDes Alliance (ASA) Motion Link SerDes IP in Mixel.Mixel is the industry’s first pure play silicon IP provider to support ASA-ML SerDes San Jose, CA – (BUSINESS WIRE, July 23, 2025) –...