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Global Semiconductor Market Outlook: 2025 to 2034
The global semiconductor market is entering a transformative era, projected to grow...
Jul 29, 2025
Among TSMC, Samsung, Intel, and Rapidus, which company is best at addressing this issue?
Jul 29, 2025
The global pure-play semiconductor foundry industry’s revenue is projected to swell to a record $165 billion in 2025, up from $105...
Jul 29, 2025
S
Which is exactly why I started SemiWiki. I had never guessed that it would be this bad though. Hopefully AI will replace them soon.
I...
Jul 29, 2025
Don’t underestimate Elon Musk’s capabilities, he might push Samsung Taylor fab’s yield to 120%!
Jul 29, 2025
I am waiting for yields reached 100% due to musk watching the line and yield dropped when he stopped watching them.
Jul 29, 2025
So not for everyone then?
56% is 5nm and below 🤣🤣🤣
What is the point of this statistic?
Jul 29, 2025
The takeaway for me is that since TSMC owns the 3nm and 2nm nodes (90%+ market share) all they have to do is track TSMC revenue. TSMC...
Jul 29, 2025
Which is exactly why I started SemiWiki. I had never guessed that it would be this bad though. Hopefully AI will replace them soon.
I...
Jul 29, 2025
S
I am waiting for yields reached 100% due to musk watching the line and yield dropped when he stopped watching them.
Jul 29, 2025
B
These are indisputable facts of Musk Life: overconfidence and exaggeration.
Apply that to this announcement as you please.
But Musk...
Jul 29, 2025
S
I agree, this is the type of deal that Intel Foundry can do. It is more than just wafer sales, they really are joint development...
Jul 29, 2025
B
HW5 (made on TSMC) will start shipping in early 2026. I don't believe HW6 will replace HW5 in 2028, let alone in 2027.
Jul 29, 2025
B
This chip will be used in Tesla humanoid robots. Musk said the volume could be over 10 million annually in 2027. I don’t believe that at...
Jul 29, 2025
B
"$16.5B / 8 years = $206.25 million per year"
Should be $2.0625 billion or 2,062.5 million per year.
Jul 29, 2025