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E
And so did I, I've worked with/for both fabless and IDM -- but those days are gone, because the cost of developing a leading-edge...
Aug 22, 2025
Great 45min movie by the Behind Asia Team (uploaded 25 June 2025) on the long battle between
Korea's Samsung-IDM and Taiwan's...
Aug 22, 2025
S
@Dan: did you ever read Softbank's 2025 annual report. If you would write something like that about SemiWiki's vision, your...
Aug 22, 2025
S
I'm about half way through (my son's insisting we watch this).
It's very well done and really interesting. In fact, it's like...
Aug 22, 2025
S
Happy to know that SemiWiki has some competent, compassionate and passionate, fair, open-minded, humble, diverse and global gatekeepers...
Aug 22, 2025
T
I'm about half way through (my son's insisting we watch this).
It's very well done and really interesting. In fact, it's like...
Aug 22, 2025
C
I have heard that TI has only raised prices for older generation products produced using the 8-inch process, while maintaining prices...
Aug 22, 2025
A
"TSMC executives have already had discussions about returning their subsidies if the administration asks to become a shareholder, the...
Aug 21, 2025
Happy to know that SemiWiki has some competent, compassionate and passionate, fair, open-minded, humble, diverse and global gatekeepers...
Aug 21, 2025
How do we judge if TSMC’s pricing is reasonable or justifiable?
I can compare a pound of Gala apples I bought and ate a year ago with...
Aug 21, 2025
S
No; the vertical order of layers in a packaged chip is as follows:
FSPD (conventional, die face down)
1. heatsink (top)
2. TIM
3. thick...
Aug 21, 2025
"TSMC executives have already had discussions about returning their subsidies if the administration asks to become a shareholder, the...
Aug 21, 2025
Interesting interview (a bit long). Bottom line:
Petter Törnberg: What I would say to that is that we are at a crisis point with the...
Aug 21, 2025
K
Ironically, big MACs (multiplier accumulator AI chips) are precisely what IFS needs to be producing ...
Aug 21, 2025
The WH people are clearly learning on the fly and trying to catch up by reading SemiWiki's newly formulated Mission/Vision and analyzing...
Aug 21, 2025