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T
Happy to know that SemiWiki has some competent, compassionate and passionate, fair, open-minded, humble, diverse and global gatekeepers...
Aug 22, 2025
T
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
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
T
Lip-Bu is making it rain....... Next we need to hear about Hero Customers!
Aug 22, 2025
T
well i think this is a better bet take equity in Intel for like your deal. Take $2-3 Billion Equity give 2-3Billion$ worth of order when...
Aug 22, 2025
T
That's right, let's win trust first
In this foundry business, there are a certain number of customers who, from an outsider's...
Aug 22, 2025
E
"TSMC executives have already had discussions about returning their subsidies if the administration asks to become a shareholder, the...
Aug 22, 2025
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I think that is the old Intel Campus ..... I worked at that place 30 years ago .... Look for Ocatillo (Price Rd)
I was lucky enough to...
Aug 22, 2025
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Yep, pretty amazing what CC Wei's team is doing there building a fantastic GigaFab; that's really a very different contribution to the...
Aug 22, 2025
E
TSMC Arizona is the best thing to happen to US Silicon in 20 years. Even trump knows that. Lets see what happens.
BTW: I talked to a...
Aug 22, 2025
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People can always choose other companies foundry.... Including Intel and Samsung. And yet they do not. Seems like they are happy with...
Aug 22, 2025
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We heard this before back in 2021 2022 etc. Prepayment, whales, commitments. Upon further review, they were not commitments. they were...
Aug 22, 2025
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Versus an imaginary customer? :ROFLMAO: Yes they are two companies I have actually heard of that are not the US Government. Not huge...
Aug 22, 2025
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The 14A PDK .5 is out and from what I hear Intel has secured two 14A customers thus far, one HPC and one mobile. Hopefully we hear more...
Aug 22, 2025
E
Works for me.
Aug 22, 2025