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Not even close to double. On par with Samsung with better yield. Let's face it, no foundry will come close to TSMC's margins, which is...
Aug 13, 2025
"In March, WSJ explained how a mistake Intel made in the mid-2000s snowballed into one of the biggest challenges now confronting CEO...
Aug 13, 2025
Hard to know what "the country" is these days......it seems part of "the other country" is just trying to survive the next 41...
Aug 13, 2025
Y
so could there be 4p(18A) and 4p(tsmc) to form a 8p unit ?
Aug 13, 2025
T
Well, is this story true?
Aug 13, 2025
S
4P and no to the last part
Aug 13, 2025
T
I doubt this cost difference
Aug 13, 2025
S
I doubt this cost difference
Aug 13, 2025
T
Silver lining -- if 18A outperforms N2 (and A16) then it could give Intel products a competitive advantage while they try to get their...
Aug 13, 2025
Last week, TSMC’s Board of Directors approved a $20.7B capital appropriation, a significant increase from $15.2B in the prior quarter...
Aug 13, 2025
D
I think performance-wise, 18A is similar to N3 ,but the cost is twice that of N3. Just a wide guess.
Aug 13, 2025
X
Silver lining -- if 18A outperforms N2 (and A16) then it could give Intel products a competitive advantage while they try to get their...
Aug 13, 2025
X
The key problem seems to be "that its latest chip manufacturing process called 18A is going to be mainly used for its own internal...
Aug 13, 2025
The chip maker’s future was dangling by a thread even before CEO controversy
By Asa Fitch and Dan Gallagher
Aug. 12, 2025 5:30 am ET
In...
Aug 13, 2025
B
I assume MLID is correct on the skus. My understanding is that the 18A decisions on Nova Lake are related to capacity and cost of...
Aug 13, 2025
Daniel Nenni replied to the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be..Not even close to double. On par with Samsung with better yield. Let's face it, no foundry will come close to TSMC's margins, which is...
user nl replied to the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be..Hard to know what "the country" is these days......it seems part of "the other country" is just trying to survive the next 41...
Like.
I doubt this cost difference