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Latest activity

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samwu1998 replied to the thread US makes it harder for SK Hynix, Samsung to make chips in China.

It is easy to make no base forecast than to make a sale, while I heard lot of complaints on the so called WFE localization from...

Sep 2, 2025
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samwilde replied to the thread US makes it harder for SK Hynix, Samsung to make chips in China.

AMEC still has limited production capacity so they focus etcher sales on the memory makers which are sanctioned to hell and back. And...

Sep 2, 2025
Daniel Nenni reacted to hist78's post in the thread China condemns US move to revoke semiconductor waivers for Intel China, Samsung, SK Hynix with Like.

Now TSMC's Nanjing fab has been removed from the US government's VEU list...

Sep 2, 2025
Daniel Nenni reacted to Jert's post in the thread China condemns US move to revoke semiconductor waivers for Intel China, Samsung, SK Hynix with Like.

Lots of delays after deal was done between Intel and Hynix. The actual transition (fab authority) from Intel to Hynix is only happening...

Sep 2, 2025
Daniel Nenni posted the thread TSMC and Technical University of Munich jointly establish AI chip R&D center in SemiWiki Main Forum ( Ask the Experts! ).

The Bavarian state government in Germany announced a partnership with TSMC to establish an AI chip R&D center at the Technical...
Sep 2, 2025
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MKWVentures replied to the thread Samsung Electronics and Intel explore a foundry alliance, joining forces on everything from packaging to glass substrates to catch up with TSMC..

Side note on Capacity. Side note on capacity and loadings. I believe Intels top selling Clients and DC CPU Is Intel 7. Arrow lake (some...

Sep 2, 2025
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tomatoma reacted to hist78's post in the thread Tracking the Intel turnaround - watching the hiring patterns with Like.

That’s probably true for top executives, but not for engineers. Senior executives received perks when they joined and separation...

Sep 2, 2025
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tomatoma reacted to Xebec's post in the thread Tracking the Intel turnaround - watching the hiring patterns with Like.

The wholesale cultural change is needed. I hope they can balance execution of near-term products with introducing new ways of thinking...

Sep 2, 2025
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MKWVentures reacted to tomatoma'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.

Well, even though I say this, I'm sure there are enough unused production lines to make up for the chipsets, lol. Still, I haven't...

Sep 2, 2025
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tomatoma replied to the thread How Intel's turnaround strategy could create a 'monopoly'.

What on earth are you talking about?

Sep 2, 2025
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tomatoma reacted to siliconbruh999's post in the thread How Intel's turnaround strategy could create a 'monopoly' with Like.

i thought Scott would do 18A tear down before retirement guess it's not possible

Sep 2, 2025
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tomatoma reacted to MKWVentures'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 Sad.

I happen to know this is true. But since you wish to know where Michelle publicly said it.... here you go BofA Global tech conference...

Sep 2, 2025
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tomatoma reacted to blueone'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.

Thanks for the reference. Very interesting. I'm not sure what I did to deserve this sarcasm. I wouldn't have asked you if I didn't...

Sep 2, 2025
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tomatoma replied to the thread Samsung Electronics and Intel explore a foundry alliance, joining forces on everything from packaging to glass substrates to catch up with TSMC..

Well, even though I say this, I'm sure there are enough unused production lines to make up for the chipsets, lol. Still, I haven't...

Sep 2, 2025
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tomatoma reacted to Xebec'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.

Glass half full -- A foundry alliance between Intel and Samsung: - Could allow more easy porting of external customer chips between...

Sep 2, 2025

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