Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=87223
)
[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 .
Y
Thanks. I didn’t know that
Jul 25, 2025
Y
Hmm. There should be enough of these. After all they produce 11% of the world’s chip.
Jul 25, 2025
K
Qualcomm and broadcom are more likely external customers. And if I heard it correctly, LB mentioned "two customers".
Actually apple...
Jul 25, 2025
K
Y.H, this analyst (Jeff Pu, who has an OK track record on Mac Rumors - he's in Hong Kong) believes that Apple is engaging with
Intel on...
Jul 25, 2025
K
Worst case is 14A abandoned milk 18A+++ mix and match using advanced packing.
Jul 25, 2025
B
Chinese scientists have developed a novel method for the mass production of high-quality "golden semiconductor" indium selenide, paving...
Jul 25, 2025
T
I don't worry about Internal if they see meaningful external commitment they will force Intel Product to move around a bit.
Jul 25, 2025
T
Apple does full chip SoCs so they would be a great partner. Nvidia has designs with chiplets which would be an easy fit for Intel 14A...
Jul 25, 2025
T
Daniel, good points. But I was hoping that regrets don't continue in heaven - Paul
left us in 2017.
Jul 25, 2025
T
Y.H, this analyst (Jeff Pu, who has an OK track record on Mac Rumors - he's in Hong Kong) believes that Apple is engaging with
Intel on...
Jul 25, 2025
T
Qualcomm would be a good partner, they have an excellent foundry team. Lip-Bu knows Apple from his Cadence days. Apple would be the best...
Jul 25, 2025
T
China hired ASMLs former head of technology and have been aggressively been poaching people from ASML. They had some breakthroughs...
Jul 25, 2025
T
TSMC won’t have a monopoly for very long. China will figure out EUV in the next 3-5 years and catch up.
Jul 25, 2025
T
Worst case is 14A abandoned milk 18A+++ mix and match using advanced packing.
Jul 25, 2025
T
Let's not forget TSMC is already demonstrating monopoly behaviors here. "If you go outside TSMC you're no longer in our inner circle"...
Jul 25, 2025
Like.
Y.H, this analyst (Jeff Pu, who has an OK track record on Mac Rumors - he's in Hong Kong) believes that Apple is engaging with Intel on...
Sad.
Daniel, good points. But I was hoping that regrets don't continue in heaven - Paul left us in 2017.