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Taipei, July 2, 2025 — Taiwan Semiconductor Manufacturing Co. (TSMC) has announced that it will eliminate the use of Chinese chipmaking...
Monday at 11:43 PM
B
$500 Billion investment in Semiwiki than?
Monday at 11:20 PM
B
Not true at all. The 10% stake today is by far superior to the CHIP Acts T&Cs of tomorrow. Money now versus money you may never get. It...
Monday at 11:19 PM
I think Lip-Bu addressed it in his letter...
Monday at 11:11 PM
Intel presented two chips at the Hot Chips Conference today. Great presentations, both presenters actually looked like their LinkedIn...
Monday at 10:47 PM
B
I honestly have no idea how many times you’ll have to repeat that last point before people get it.
Monday at 10:16 PM
B
They use outdated products, Sandia Labs and GlobalFoundries for example. Sandia labs is 350nm on 200mm wafers. The US government treats...
Monday at 10:16 PM
I don’t think this will happen before 2030. Gaudi 3 only sold $500 million, and Falcon Shores has been cancelled. The only product left...
Monday at 10:09 PM
They use outdated products, Sandia Labs and GlobalFoundries for example. Sandia labs is 350nm on 200mm wafers. The US government treats...
Monday at 10:00 PM
M
I don’t think this will happen before 2030. Gaudi 3 only sold $500 million, and Falcon Shores has been cancelled. The only product left...
Monday at 9:50 PM
First off, why did he not reference discussions on SemiWiki? Second, he did not mention how TSMC got to where they are today. Third, he...
Monday at 9:46 PM
I remember this quite well. Someone made an app that would tell you which chip your phone had in it :ROFLMAO:. I held onto my iPhone 6...
Monday at 9:43 PM
M
Now we need to get back to basic questions:
1) Will people commit to buy foundry wafers from Intel someday
2) How much will intel...
Monday at 9:28 PM
Funny to say, the US government itself, agencies like the DoD, DoE, NASA, and NSA, would never use inferior products to begin with. Can...
Monday at 8:42 PM
S
While I would like to believe this was all planned in advance I cannot. Either way I credit Li-Bu with being a top rated CEO that can...
Monday at 8:25 PM