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T
At least the difference is shrinking
Aug 20, 2025
T
There are no benefits to manufacturing semiconductors in the United States
Quietly give up your manufacturing capacity…
They should be...
Aug 20, 2025
T
Intel goes bankrupt...
Cancer that hinders the progress of the semiconductor industry
TSMC's monopoly on all semiconductor manufacturing...
Aug 20, 2025
T
This is the horror of analysts and ignorant financials...
Treat hoaxes and lies without hesitation...
Aug 20, 2025
T
Which news is this, and in what mass media? A reliable source or one which just repeats/misunderstands stuff picked up somewhere else...
Aug 20, 2025
T
It's easy to make a chip.
It's hard to make a one that can make money.
Aug 20, 2025
T
I started my chip design career in a fabless company (which used to have fabs) by working with two IDMs. LSI Logic and IBM...
Aug 20, 2025
T
IDM or Fabless is all about what makes economic and competitive sense.
For leading edge node I only see two companies where they have...
Aug 20, 2025
T
Unless you buy or invest more stocks, Softbank won't have the right to speak up.
Aug 20, 2025
T
The Softbank investment could be a trojan horse...
I doubt Softbank is making a passive investment. They likely want to push Intel to...
Aug 20, 2025
M
They're probably not that much worse than nanosheet devices, which are already worse then FinFETs for self-heating because they have...
Aug 20, 2025
T
That's right, I'm sorry
Except for political reasons, no advanced Fab is required except for TSMC
Incompetence is not required
As...
Aug 20, 2025
T
EXACTLY: Intel can have competitive products again. LBT will fix the issues. Plus not having to deal with churn caused by IFS capacity...
Aug 20, 2025
T
Interesting ideas! The shared investment and governance piece is probably more of a double-edged sword: Companies would need to invest...
Aug 20, 2025
Like.
Which news is this, and in what mass media? A reliable source or one which just repeats/misunderstands stuff picked up somewhere else...