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Intel has the first BSPD process at 18A. TSMC N2 does not have it. TSMC is scheduled to support BSPD at A16 in 2026/2027. Unfortunately...
Aug 16, 2025
Intel has the first BSPD process at 18A. TSMC N2 does not have it. TSMC is scheduled to support BSPD at A16 in 2026/2027. Unfortunately...
Aug 16, 2025
F
The company will halt experienced hiring in the second half for its loss-making System LSI unit
By Jeong-Soo Hwang Published August 13...
Aug 16, 2025
A
Paul Otellini and Intel didn’t ignore the mobile opportunity. The problem was that he and Intel insisted on embracing mobile the Intel...
Aug 16, 2025
S
UMC is not us so i doubt also this is a recipe for disaster
Aug 16, 2025
F
Apparently, the specs can be checked at PuLin's site. 50 nm alignment won't work. Another system shows 30 WPH, a tenth of the current...
Aug 16, 2025
E
Intel has been trying foundry for some time. In the 2010s intel tried foundry under the ICF moniker and failed. IFS was then started...
Aug 16, 2025
F
I didnt get a response but it is not clear that Anyone wants volume in HBM4 anytime soon. Nvidia is not launching til 2H 2026 or maybe...
Aug 16, 2025
F
It is a cultural thing for Samsung. They must be first no matter what the yield is. Unfortunately in the foundry business being first...
Aug 16, 2025
T
At least TSMC has the full backing of their government:
https://www.taipeitimes.com/News/biz/archives/2025/08/14/2003841991
Let INTEL...
Aug 16, 2025
T
Well, PAT will continue to be ridiculed...
Aug 16, 2025
T
Well this doesn’t bode well for LBT either. Semiconductor leading edge fab is expensive and with no volume to hone it becomes futile...
Aug 16, 2025
T
I think PG had the right approach, but he failed at cost control. I still think they should have given him two more years though.
Aug 16, 2025
T
His path was also poison pilled by Swan previously negotiating N3 capacity. That reduced the amount of Intel products that could ever go...
Aug 16, 2025
A
Who decided that x86 would be Intel’s only path forward?
Isn’t Intel’s current crisis and difficulties clear evidence that Intel is on...
Aug 16, 2025
Like.
Intel has the first BSPD process at 18A. TSMC N2 does not have it. TSMC is scheduled to support BSPD at A16 in 2026/2027. Unfortunately...
Daniel Nenni replied to the thread How are the benefits of BSPD affected by 3D stacking?.Intel has the first BSPD process at 18A. TSMC N2 does not have it. TSMC is scheduled to support BSPD at A16 in 2026/2027. Unfortunately...