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Intel’s Former ‘Inventor of The Year’, Who Specialized In Glass Substrates, Has Now Joined Samsung, Showing that Team Blue is Ready to...
Aug 2, 2025
B
I have said for awhile there is no such thing as a "NOT market leader" market.
Yes companies like to have a second source, but the...
Aug 1, 2025
X
One thing you should know is that everything you share with AI is discoverable in a court of law. AI talking to the authorities AND...
Aug 1, 2025
X
"The recent uproar surrounding Anthropic’s Claude 4 Opus model – specifically, its tested ability to proactively notify authorities and...
Aug 1, 2025
X
But haven’t Samsung and Intel already screwed up or walked away from so many golden opportunities over the years? They’re not startups...
Aug 1, 2025
X
I heard Samsung SF2 yield improved.
This is true maybe only for bitcoin chips.
Aug 1, 2025
C
But haven’t Samsung and Intel already screwed up or walked away from so many golden opportunities over the years? They’re not startups...
Aug 1, 2025
Y
Hmm. I don’t think we should treat them as newcomers but the need for second source or perhaps more so, the wants to avoid monopoly is...
Aug 1, 2025
But haven’t Samsung and Intel already screwed up or walked away from so many golden opportunities over the years? They’re not startups...
Aug 1, 2025
S
I was also thinking Samsung seems on track to be in 4th place for a "good yield" 2nm node.. (Rapidus)
Aug 1, 2025
S
They started as a x86 second source even for the come back people bought Ryzen for x86 and it was cheaper and than it kept getting better.
Aug 1, 2025
A
I have said for awhile there is no such thing as a "NOT market leader" market.
Yes companies like to have a second source, but the...
Aug 1, 2025
A
I would be nice for customers if there was a leading foundry like TSMC. But TSMC moved ahead based on skill and execution, So you cannot...
Aug 1, 2025
A
"Samsung, with its comparable technologies, better cost structure and, more importantly, the support from a memory business and hence...
Aug 1, 2025
D
I heard Samsung SF2 yield improved.
This is true maybe only for bitcoin chips.
Aug 1, 2025
Like.
I have said for awhile there is no such thing as a "NOT market leader" market. Yes companies like to have a second source, but the...
hist78 replied to the thread Bernstein: World needs a TSMC alternative—and this name is best positioned.But haven’t Samsung and Intel already screwed up or walked away from so many golden opportunities over the years? They’re not startups...