Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=87251
)
[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] => 2021770
[XFI] => 1050270
)
[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 .
T
That’s true. I’m sure the Singapore govt has that money. But they are sonewhat frugal and won’t spent 10 billion incentives unless there...
Jul 25, 2025
A
Not all companies treat BCP very seriously. I guess they can always argue TSMC has many fabs outside Taiwan. Monopoly pricing or...
Jul 25, 2025
T
I suppose the idea here is trying to not just bet on one name only
Jul 25, 2025
T
Qualcomm and broadcom are more likely external customers. And if I heard it correctly, LB mentioned "two customers".
Actually apple...
Jul 25, 2025
It's a subtle warning to US Government as well.
Jul 25, 2025
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
This is practically a discontinuation of 14A
Jul 25, 2025
A
I don’t see customers shelling out 10s of billions to Intel to build them a fab when Intel has no track record of success when it comes...
Jul 25, 2025
S
@sonchoy
His TSMC's 10% labor cost assumption is probably incorrect. See my post...
Jul 25, 2025
A
TSMC has cleverly out-manuevered Intel's US national interests play by moving into AZ.
After this statement -- which is extremely...
Jul 25, 2025
A
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 25, 2025
A
Every company even the trillion dollar ones or superscalar have limited resources. Do you allocate people and money to enable sa...
Jul 25, 2025
A
Daniel, good points. But I was hoping that regrets don't continue in heaven - Paul
left us in 2017.
Jul 25, 2025
@sonchoy
His TSMC's 10% labor cost assumption is probably incorrect. See my post...
Jul 25, 2025
A
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
Like.
That’s true. I’m sure the Singapore govt has that money. But they are sonewhat frugal and won’t spent 10 billion incentives unless there...
user nl reacted to siliconbruh999's post in the thread Intel 10Q filing - We may cancel 14A if we do not win a large external customer with
hist78 replied to the thread Intel Reports Second-Quarter 2025 Financial Results.@sonchoy His TSMC's 10% labor cost assumption is probably incorrect. See my post...