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T
The term “mainstream” may not sit well with certain powerful people. :)
Aug 17, 2025
T
I disagree.
I have faith in LBT.
Top talents are overrated in fabs and design houses.
Plan and execution are the key factors. This is a...
Aug 17, 2025
T
I think it's different
In the first place, there is no problem because both sides have agreed to the technical leak.
Since it is made...
Aug 17, 2025
Perhaps some people like to disagree about the value of top talents. Read this story on one of TSMC's (and former INTEL's) top talents...
Aug 17, 2025
The term “mainstream” may not sit well with certain powerful people. :)
Aug 17, 2025
Yes, Texas Instruments is an IDM, but they don’t make CPUs, GPUs, or mobile SoCs. Their main business is in analog and mixed-signal...
Aug 17, 2025
Yes, Texas Instruments is an IDM, but they don’t make CPUs, GPUs, or mobile SoCs. Their main business is in analog and mixed-signal...
Aug 17, 2025
It is almost as though they grew up and prospered with the belief that the world revolved around Intel/x86 and have been too slow to...
Aug 17, 2025
Let me zoom in on the advanced logic/computing semiconductor segment of the IDM business that Intel operates in. Do you see another...
Aug 17, 2025
If Intel’s competitors are asked to participate in such a project to save Intel, they will have two prerequisites:
1. They can only...
Aug 17, 2025
Perhaps read this story:
https://cwnewsroom.substack.com/p/intel-foundry-gamble-umc-tsmc-taiwan
Why Did Intel Choose UMC?
Why would...
Aug 16, 2025
Intel didn't take the proposed $11 billion Chips Act loan.
Aug 16, 2025
The companion video interview is interesting and even a bit funny. I wish CNBC had asked Mr. Gil Luria, head of technology research at...
Aug 16, 2025
Perhaps some people like to disagree about the value of top talents. Read this story on one of TSMC's (and former INTEL's) top talents...
Aug 16, 2025
Morris Chang (張忠謀) once borrowed a line from Winston Churchill’s memoirs to describe TSMC’s two decades of dominance: “Before El Alamein...
Aug 16, 2025