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200nm have lower MOQ, and are suitable for mainland client who don't have volumes in millions. That of course excludes almost everything...
Sep 4, 2025
UMC from Q2 2025 earnings report
They also have by region (~ 20% NA, 67% Asia-Pacific, 8% Europe, 5% Japan)
and
Revenue by Customer...
Sep 4, 2025
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
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
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
P
200nm have lower MOQ, and are suitable for mainland client who don't have volumes in millions. That of course excludes almost everything...
Sep 4, 2025
X
In theory their tech should give them the best perf/watt -- which should let them scale down cost per token in a large environment...
Sep 4, 2025
X
Amdahl, Amdahl, Amdahl was indeed the absolute star, and hype champion of the era, and we know how he ended. You could indeed have a...
Sep 4, 2025
X
Of course, it depends on the application, but performance matters in the usual metrics: latency (time to first token), and throughput...
Sep 4, 2025
X
UMC from Q2 2025 earnings report
They also have by region (~ 20% NA, 67% Asia-Pacific, 8% Europe, 5% Japan)
and
Revenue by Customer...
Sep 4, 2025
X
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
X
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
S
I agree - they have found a way to build wafer scale chips that have killed many companies before them and harness the WSE-3 / CSE-3 on...
Sep 4, 2025
P
Amdahl, Amdahl, Amdahl was indeed the absolute star, and hype champion of the era, and we know how he ended. You could indeed have a...
Sep 4, 2025
K
I agree - they have found a way to build wafer scale chips that have killed many companies before them and harness the WSE-3 / CSE-3 on...
Sep 4, 2025
200nm have lower MOQ, and are suitable for mainland client who don't have volumes in millions. That of course excludes almost everything...
Like.
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...
