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Everybody is a semiconductor expert now. :ROFLMAO:
Aug 28, 2025
The conversation revolves around the U.S. government's potential investment in Intel and MP Materials, with Winston Maas suggesting it...
Aug 28, 2025
[Business Post] Samsung Electronics Chairman Lee Jae -yong is visiting the United States as part of the economic delegation for the...
Aug 28, 2025
[Business Post] Samsung Electronics Chairman Lee Jae -yong is visiting the United States as part of the economic delegation for the...
Aug 28, 2025
The CEO gave an update at Hotchips, I need to go back and watch the replay.
Aug 28, 2025
M
Good data. I believe LBT plan is to get rid of a lot of "extras" and "Intel way" people. AND add new people with new ideas from...
Aug 28, 2025
Has Rapidus made any full wafers on its pilot line? SRAM? Cross sections? IEDM is coming up.
Aug 28, 2025
S
And people here are forgetting that the semiconductor industry is incredibly dynamic.
The changes are drastic
Can you imagine what TSMC...
Aug 28, 2025
V
You're really twisting yourself in knots trying double down on this argument huh?
Okay I'll play along. And we can even pick a company...
Aug 28, 2025
M
Has Rapidus made any full wafers on its pilot line? SRAM? Cross sections? IEDM is coming up.
Aug 28, 2025
As a top test company Keysight is a yield expert. Keysight is also an EDA company, with $5B+ in revenue. Keysight has thousands of...
Aug 28, 2025
S
Depends on location In korea Google is seldomly used they use Naver Maps it all comes down to location where you are selling the phone...
Aug 28, 2025
S
FWIW, I don't think N3B is really a node advantage over N4P.
Per TSMC:
N4P provides an 11% performance at the same power over N5
and...
Aug 28, 2025
S
I am more concerned about margin investments not in 10 years, but now, as the usual semiconductor cycles downturn is now 5-7 years...
Aug 28, 2025
X
FWIW, I don't think N3B is really a node advantage over N4P.
Per TSMC:
N4P provides an 11% performance at the same power over N5
and...
Aug 28, 2025
Daniel Nenni replied to the thread Kaiser: Intel is Too Big to Fail.Everybody is a semiconductor expert now. :ROFLMAO:
hist78 reacted to Daniel Nenni's post in the thread Samsung Electronics and Intel explore a foundry alliance, joining forces on everything from packaging to glass substrates to catch up with TSMC. with
Like.
[Business Post] Samsung Electronics Chairman Lee Jae -yong is visiting the United States as part of the economic delegation for the...