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E
The Jets and Panthers (of Foundry) will share information on how to win a Superbowl.
Sarcasm aside: The is a actually a good...
Aug 29, 2025
S
"Intel is pushing its foundry segment, targeting volume production of its 18A process by 2028–2029"
I thought 18A was targeting volume...
Aug 29, 2025
E
Prompted by seeing a new article from Claus Aasholm at Semiconductor Business Intelligence (who deserves all the credit for this insight...
Aug 29, 2025
E
I thought it was already the Trump Administration’s guiding principle for the semiconductor industry?!
Aug 29, 2025
E
"We must build refinery capacity within our own country" !!! Keeps talking about "refining". Clearly knows something about fabs we...
Aug 29, 2025
T
Suggest you follow Xebec's advice and actually watch it before forming such definitive opinions.
Aug 29, 2025
S
This is due to one feature only one feature xDd
Aug 28, 2025
S
This is mainly due to them cutting one feature Hyper Threading Hyperscalers love It but it also has security issues they are in parity...
Aug 28, 2025
S
"We must build refinery capacity within our own country" !!! Keeps talking about "refining". Clearly knows something about fabs we...
Aug 28, 2025
S
Everybody is a semiconductor expert now. :ROFLMAO:
Aug 28, 2025
S
Two IDMs with foundry ambitions pretend to be brothers and sisters, all while wrestling with their own messy internal and external...
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
B
And on Product:
So, Diamond Rapids still not catching up (to AMD), and we have to wait for Coral Rapids to tackle the performance...
Aug 28, 2025
B
Neat tool. Some insights about Foundry that seemed interesting to me:
Aug 28, 2025
Here is the Google NotebookLM AI generated audio overview:
Audio overview...
Aug 28, 2025