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S
I wanted to add a few comments here, because I think 2006 was the pivot point for Intel in many ways. They had both 8 inch and 12 inch...
Jul 28, 2025
S
It is possible to build a fab in the US in 2-2.5 years.... intels original plans were for that. This assumes the plant is approved...
Jul 28, 2025
28 Jul 2025
Exceeded Q2 Guidance for Revenue & Non-GAAP EPS
Raising 2025 Revenue, Non-GAAP EPS & Cash Flow Outlook
SAN JOSE, Calif.—...
Jul 28, 2025
S
Because it’s the next best alternative, albeit far less efficient, especially when one can’t fit a GenAI model into a single...
Jul 28, 2025
X
(I know you have a lot of good info I don't have...)
There are a LOT of ways to screw up on contract bids..
Do you thnk Tesla...
Jul 28, 2025
X
That would be interesting if Samsung ends up using some Teslabots for the Texas factory..
Jul 28, 2025
X
Since when did Elon Musk or Tesla become a semiconductor manufacturing guru?
Jul 28, 2025
Hynix is usually first on the NAND layer count race, but their problem is they can't saturate the market early on, but Samsung can, and...
Jul 28, 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 28, 2025
M
I am struck by how people think that Intel "Missed" the opportunity.
Intel tied for this as hard as they could. Tesla chose Samsung...
Jul 28, 2025
Personally, I do not mind that Elon collaborates with Samsung in the future. Whatever comes out, Elon doesn't seem to mind burning cash...
Jul 28, 2025
T
No, Elon uses these words, but I guess it just feels like Tesla will be sponsored by factory automation.
For example, using Tesla's...
Jul 28, 2025
B
It is quite difficult to adapt Intel's old nodes for industry use. They have several collaborations going on (with UMC, for example)...
Jul 28, 2025
Since when did Elon Musk or Tesla become a semiconductor manufacturing guru?
Jul 28, 2025
This situation marks four wins and one loss:
(1) Tesla successfully diversified its supply chain, cutting costs;
(2) Samsung landed a...
Jul 28, 2025
Like.
It is possible to build a fab in the US in 2-2.5 years.... intels original plans were for that. This assumes the plant is approved...
28 Jul 2025 Exceeded Q2 Guidance for Revenue & Non-GAAP EPS Raising 2025 Revenue, Non-GAAP EPS & Cash Flow Outlook SAN JOSE, Calif.—...
hist78 reacted to Daniel Nenni's post in the thread Samsung delays HBM4 rollout to 2026 due to 1c yield challenges with