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True but TSMC, Nvidia, and Apple have been at it for 30+ years. Intel and Samsung foundry are rising from the ashes so they will need to...
Aug 26, 2025
In my opinion, this action by the US government will have implications on Intel's access to Chinese markets. I would not be surprised if...
Aug 26, 2025
US government agencies do use old, sometimes very old, semiconductors due to long product development, manufacturing, testing...
Aug 26, 2025
A
In my opinion, this action by the US government will have implications on Intel's access to Chinese markets. I would not be surprised if...
Aug 26, 2025
M
We keep trying to find ways to make the Jets and Panthers competitive with the Chiefs.
Customers are free to bet on the Jets and...
Aug 26, 2025
K
Nokia had a huge installed base on Symbian OS. Symbian was great when it came out but hopelessly obsolete in the late 2000s. They tried...
Aug 26, 2025
I think there is a disruptive way to challenge TSMC, in fact I am counting on it, but the first order of business is to get Intel and...
Aug 26, 2025
X
Is there no disruptive way to challenge TSMC?
(Atomic Semi/peers, another novel way of building chips, building a world class...
Aug 26, 2025
B
No leading edge foundry will ever grow again without state backing. As you are well aware, the startup costs are astronomical (just ask...
Aug 26, 2025
P
Because the government disowned most of the industry by the early nineties, and was no longer doing outright wealth transfers to Chiang...
Aug 26, 2025
Interesting:
"The administration insisted on the provision as a type of “poison pill” meant to dissuade the company from fully exiting...
Aug 26, 2025
From the WSJ:
Inside Intel’s Tricky Dance With Trump
The Truth Social post, the White House meeting, the deal: How the struggling chip...
Aug 26, 2025
What is the correct decision?
Trust is key for the foundry business because fabless companies are literally trusting foundries with...
Aug 26, 2025
J
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...
Aug 26, 2025
M
I find it interesting how all these ideas are about how other companies should be regulated to save Intel. Those companies have looked...
Aug 26, 2025