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Latest activity

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samwilde reacted to Fred Chen's post in the thread SK hynix Presents Future DRAM Technology Roadmap at IEEE VLSI 2025 with Like.

Seoul, June 10, 2025 SK hynix Inc. (or “the company”, www.skhynix.com) announced today that it presented a new DRAM technology roadmap...

Aug 19, 2025
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Stan Chen reacted to Fred Chen's post in the thread How are the benefits of BSPD affected by 3D stacking? with Like.

https://tspasemiconductor.substack.com/p/the-thermal-frontier-of-bspdn-iitc At the 2025 IEEE ECTC, TSMC unveiled several advanced...

Aug 19, 2025
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Fred Chen replied to the thread How are the benefits of BSPD affected by 3D stacking?.

https://tspasemiconductor.substack.com/p/the-thermal-frontier-of-bspdn-iitc At the 2025 IEEE ECTC, TSMC unveiled several advanced...

Aug 19, 2025
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Stan Chen replied to the thread How are the benefits of BSPD affected by 3D stacking?.

Yes, since there is no real chip available for review the effects for BSPDN, we don't know for sure how it help for heat dispersion. But...

Aug 19, 2025
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E61M5Touring reacted to hist78's post in the thread Intel is getting a $2 billion investment from SoftBank with Like.

IMO, this cash investment is exactly what Intel urgently needs and is a step in the right direction. Intel must improve its financial...

Aug 19, 2025
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E61M5Touring reacted to user nl's post in the thread How Many Wafers Did Intel Produce in 2024 with Like.

Conclusion: Dan + SemiWiki + ChatGPT eliminate hundreds of Wall Street semi industry analysts' jobs! Dan, I think POTUS should demand...

Aug 19, 2025
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E61M5Touring reacted to hist78's post in the thread How Many Wafers Did Intel Produce in 2024 with Like.

Wow, my estimate is 0.65M to 1.3M. It’s so close to ChatGPT-5 AI’s result! I can go to McDonald’s tonight to celebrate my humble...

Aug 19, 2025
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E61M5Touring reacted to MKWVentures's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

@hist78 Intel has stated Margins are higher on Intel 7 than Intel 4.... and it is fully capacity limited. Intel 4, 3, 18A, etc are...

Aug 19, 2025
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E61M5Touring reacted to count's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

Cost competitiveness also depends on yield and volume.... it's possible that Intel 7 is cost competitive from unit cost standpoint if...

Aug 19, 2025
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E61M5Touring reacted to hist78's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

Pat Gelsinger used to say that Intel 7 is neither technology nor cost wise competitive. Now if Intel 7 gets so much production volume...

Aug 19, 2025
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E61M5Touring reacted to Daniel Nenni's post in the thread The White House reportedly discussing taking a stake in Intel, sending shares climbing with Like.

We have more than 1.4M active readers right now so it is possible.

Aug 19, 2025
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E61M5Touring reacted to hist78's post in the thread AMD’s billionaire CEO says AI is overwhelming right now—but she disagrees with former Google exec who predicts the tech will be a job-killer with Like.

Intel's financial situation won't allow Pat Gelsinger to be the Intel CEO for two more years. Intel has been in negative Free Cash Flow...

Aug 19, 2025
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E61M5Touring reacted to Michael Domnitei's post in the thread How Intel went from iconic chimaker to AI laggard with Like.

I was involved in designing the "board design guidelines" for mobile (1997/1998) for Pentium II when Intel launched simultaneously for...

Aug 19, 2025
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E61M5Touring reacted to Daniel Nenni's post in the thread How Intel went from iconic chimaker to AI laggard with Like.

The media is in a death spiral. I guess semiconductor chimaking is just too complex. :ROFLMAO: Dan Howley may be an award winning...

Aug 19, 2025
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E61M5Touring reacted to user nl's post in the thread Two Pivotal Battles That Cemented TSMC’s Lead — Inside the Career of Its Most Elusive Veteran, Wei-Jen Lo with Like.

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 19, 2025

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