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M
And so it begins......
Sep 4, 2025
M
UMC will just get plastered.
Half of their capacity or more is 200mm wafers. The Chinese have opened several 300mm gigafabs with...
Sep 4, 2025
M
The Intel UMC partnership was a great idea IMO. Not sure what all there are going to make, and there certainly is no shortage of foundry...
Sep 4, 2025
M
Has anyone ever made even a mini array/single cell 3D DRAM? The simulations are just coming up now.
Good input on back gate size impact
Sep 4, 2025
(Reuters) -The finance chief of Elon Musk's xAI, Mike Liberatore, has left the artificial intelligence startup after just a few months...
Sep 4, 2025
S
UMC will just get plastered.
Half of their capacity or more is 200mm wafers. The Chinese have opened several 300mm gigafabs with...
Sep 4, 2025
M
Panther lake teardown are/will be very interesting. Also Intel financials and wafer cost from 18A ramp and JV in Arizona.
Sep 4, 2025
S
For mature node logic manufacturers, whether new or existing, the future doesn’t look promising. They are competing in a limited market...
Sep 4, 2025
S
TSMC wanted to make the non-EUV 7nm process at Nanjing as well but the US government forbade them from doing it.
Anyway the point back...
Sep 4, 2025
M
As expected, the development of transistor density has slowed down...
Furthermore, there seems to be relatively little difference...
Sep 4, 2025
S
From what I have seen, huge, high bandwidth SSDs are a complement to HBMs, at least when it comes to data center level inference for...
Sep 4, 2025
The only one I can think of is the joint project with Intel on 12nm FinFET at Intel’s Arizona fab, with pilot production planned for...
Sep 4, 2025
Does UMC have any differentiators over TSMC at this point? Perhaps they're a little better at (legacy) automotive or something?
Sep 4, 2025
For mature node logic manufacturers, whether new or existing, the future doesn’t look promising. They are competing in a limited market...
Sep 4, 2025
And so it begins......
Sep 4, 2025
Like.
And so it begins......
hist78 posted the thread xAI's finance chief steps down after a few months on job, WSJ reports in SemiWiki Main Forum ( Ask the Experts! ).(Reuters) -The finance chief of Elon Musk's xAI, Mike Liberatore, has left the artificial intelligence startup after just a few months...