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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 26, 2025
S
I like this breakdown of his biography.
Why does Jensen get credit in the industry for 'worlds first GPU'?
There are so many prior...
Jul 26, 2025
S
Intel could have been fabbing FinFET RISC-V chips for SiFive but they pulled the plug when they already had working silicon. Intel is...
Jul 26, 2025
T
China hired ASMLs former head of technology and have been aggressively been poaching people from ASML. They had some breakthroughs...
Jul 26, 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 26, 2025
S
The US could build its own lithography machine if necessary. The pre-requisite laser and optics expertise is available in the country.
Jul 26, 2025
S
Pat Gelsinger on LinkedIn
After decades in the semiconductor industry, I’ve learned that foundational breakthroughs don’t come often...
Jul 26, 2025
S
Leaders of the U.S. startup xLight, which is developing a chip manufacturing laser, Vice President of Accelerator Systems Bruce Dunham...
Jul 26, 2025
F
Well, CFO had also mentioned that with the 18A test chips they had lost some customers...
Jul 26, 2025
S
Kinda wish there was more discussion on other roadmaps outside of IMEC forecasts such as the recently released “IEEE 2024 more Moore”...
Jul 26, 2025
S
It is 75% instead of 60% because a lot of Chinese fabless semiconductor players are not allowed to fab at TSMC anymore. Like Huawei or...
Jul 26, 2025
F
Yeah, I feel like this is the kiss of death for Intel.
If I'm a customer looking at who I want to fab my chips, why would I spend a...
Jul 26, 2025
F
This implies they may offer little to the 12nm joint venture with Intel.
Jul 26, 2025
F
As long as they're not confidently executing SAQP, I doubt they can advance quickly. SAQP is about how well they can leverage existing...
Jul 26, 2025
F
People always think china once has EUV tool then they can catch up leading edge node.
Cmon, semiconductor is not only LITH or ETCH...
Jul 26, 2025
user nl reacted to hist78's post in the thread Intel 10Q filing - We may cancel 14A if we do not win a large external customer with
Like.
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...