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T
22 nm and 28 nm are considered the same process node.
UMC tried 14nm so many times.
Jul 26, 2025
T
Yes, I did not include depreciation , but I do regard R&D as part of labor.
I stand by my point. I’m just doing a rough estimate.
IFS...
Jul 26, 2025
T
I think he knows what he is doing. Based on his comments on AI during the call, he understands it (but he did not explain his ideas...
Jul 26, 2025
T
This quote was interesting, (article dated May 13:)
"It's a fair assessment that Lip-Bu isn't thinking about massive changes," Zinsner...
Jul 26, 2025
T
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
There are some good people as well in those layoffs seeing those people and people working in core projects is my only concern last time...
Jul 26, 2025
T
FIrst that was not Jim Keller's 2nd it was a bad core from the rumors circulating it was going to be about 2X the IPC of Raptor Cove but...
Jul 26, 2025
T
I don't think Jim Keller has designed an architecture in the first place.
He was the vice president and gave advice and suggestions to...
Jul 26, 2025
S
Power and space constraints are less relevant in sectors like automotive or industrial applications. You also have base stations, home...
Jul 26, 2025
S
This quote was interesting, (article dated May 13:)
"It's a fair assessment that Lip-Bu isn't thinking about massive changes," Zinsner...
Jul 26, 2025
F
Samsung Electronics is reportedly pushing back the mass production of its next-gen high-bandwidth memory (HBM) chips to 2026, signaling...
Jul 26, 2025
M
https://www.intc.com/filings-reports/all-sec-filings/content/0000050863-25-000109/0000050863-25-000109.pdf
"As part of the...
Jul 26, 2025
M
It is a subtle warning to the entire semiconductor ecosystem. One which I will be repeating at every possibility. Are you hearing me...
Jul 26, 2025
M
This is what I called assert your competitive strength .
Bravo to LBT, at least he acknowledged the problem.
Jul 26, 2025
M
It's a subtle warning to US Government as well.
Jul 26, 2025
Like.
22 nm and 28 nm are considered the same process node. UMC tried 14nm so many times.