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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
Samsung and yield do not seem to go together. Given that Samsung competes with customers on a full range of products SK Hynix is the...
Jul 26, 2025
HBM4 volume will not kick in until at least this time next year and won't fully ramp until 2027, so Samsung have time.
That said they...
Jul 26, 2025
V
10mm2 is quite large for a single core. But if it really could achieve 2X IPC and still hit decent clock rates, that would be insane...
Jul 26, 2025
V
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
E
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
E
This is what I called assert your competitive strength .
Bravo to LBT, at least he acknowledged the problem.
Jul 26, 2025
E
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
E
TSMC's gross margain is ~ 60%. and the operating margin was 49.6%.
This indicates that labor costs account for roughly 10%.
Assume...
Jul 26, 2025
are u kidding me ?
No way you can compete with others in AI and mobile chips with 14/7 nm.
"I choose to smuggle at double the price."
Jul 26, 2025
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
S
Everything I've seen from LBT resembles revenge more than a plan for success.
Jul 26, 2025
Samsung Electronics is reportedly pushing back the mass production of its next-gen high-bandwidth memory (HBM) chips to 2026, signaling...
Jul 26, 2025
X
HBM4 volume will not kick in until at least this time next year and won't fully ramp until 2027, so Samsung have time.
That said they...
Jul 26, 2025
F
HBM4 volume will not kick in until at least this time next year and won't fully ramp until 2027, so Samsung have time.
That said they...
Jul 26, 2025
Daniel Nenni reacted to Xebec's post in the thread Intel 10Q filing - We may cancel 14A if we do not win a large external customer with
Haha.
This quote was interesting, (article dated May 13:) "It's a fair assessment that Lip-Bu isn't thinking about massive changes," Zinsner...
Like.
HBM4 volume will not kick in until at least this time next year and won't fully ramp until 2027, so Samsung have time. That said they...