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Could this be one of the key reasons Tesla shifted from TSMC to Samsung? TSMC is well known for its accounts receivable operations that...
Aug 2, 2025
There are both opportunities and challenges associated with such joint ventures. A significant hurdle lies in the ownership structure of...
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I'm thinking about the false alarm. Not long ago the PRC government tried to implement a nationwide antivirus/anti immoral material...
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China’s leading DRAM maker, ChangXin Memory Technologies (CXMT) finally revealed 16Gb DDR5 chips to the market. The Gloway 16GBx2...
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Isn’t that rumor been around for some time already ? Or is it a different one.
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Samsung hasn't had a good yielding process since like 8nm? that was the last time i saw them ship large dies in volume.
Aug 2, 2025
@Daniel Nenni, I privately share the same thought as yours.
There has been a rumor this weekend, “someone instructed a plan for IFS to...
Aug 2, 2025
A
But haven’t Samsung and Intel already screwed up or walked away from so many golden opportunities over the years? They’re not startups...
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A
So a lot of people think Intel has an execution issue, and they do. But they also currently have the wrong strategy.
When Steve Jobs...
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Or can we ask an equally important question: Can Intel survive as an IDM in a semiconductor industry that has embraced the...
Aug 2, 2025
M
@Daniel Nenni, I privately share the same thought as yours.
There has been a rumor this weekend, “someone instructed a plan for IFS to...
Aug 2, 2025
M
I did support Pat G and his IDM 2.0 100%. That was short lived however due to Pat's rantings. I still think IDM 2.0 can succeed but...
Aug 2, 2025
M
Catchy title for sure. In my opinion the great Intel hope is to get manufacturing back integrated with design. Can Intel really compete...
Aug 2, 2025
M
"PG seems to bet too much on relying on government support. He is right that Asian government are, to a point , unfairly supporting...
Aug 2, 2025
X
Intel’s Former ‘Inventor of The Year’, Who Specialized In Glass Substrates, Has Now Joined Samsung, Showing that Team Blue is Ready to...
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