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Summary:
~ Government Grants: Intel received $5.7 billion from the U.S. government, under the CHIPS Act, now being converted into a...
Aug 28, 2025
If not for the mega Tesla deal I had little hopes Samsung would continue to develop advanced logic processes. TSMC completely locked...
Aug 28, 2025
Prompted by seeing a new article from Claus Aasholm at Semiconductor Business Intelligence (who deserves all the credit for this insight...
Aug 28, 2025
S
It's sad to see Samsung cannot execute any strategic initiative. I recall last year in their SAFE event, adv package is one of their top...
Aug 28, 2025
S
Samsung has a very weak packaging story and TSMC will not package Samsung die so what choice did they have? Intel has a great packaging...
Aug 28, 2025
M
I thought it was already the Trump Administration’s guiding principle for the semiconductor industry?!
Aug 28, 2025
P
Frontier Semiconductor is a nominally American company manufacturing tools for wafer topography, and thin film metrology. Their tools...
Aug 28, 2025
P
I know Bengali companies who would take on a PDK task for 1/10th price
Aug 28, 2025
D
I am not a fan of so called KOL documentary.
There's at least two red flags on this:
1, why choose 5090, this is a consumer product ...
Aug 28, 2025
They will definitely offer their knowledge in helping Raipdus to develop its PDK, But Synopsys, IBM, and IMEC all have labs but no...
Aug 28, 2025
Do you know why they’re partnering with Keysight of all companies on the PDK? Are they not capable of making it alone? Why not work with...
Aug 28, 2025
I thought it was already the Trump Administration’s guiding principle for the semiconductor industry?!
Aug 28, 2025
Is the goal to find the least successful companies and then back them?
Aug 28, 2025
Two IDMs with foundry ambitions pretend to be brothers and sisters, all while wrestling with their own messy internal and external...
Aug 28, 2025
M
OSATS can package Samsung stuff ... but the OSATS do not like Samsung (bad history).
Intel has a great packaging story. They do not...
Aug 28, 2025