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S
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 5, 2025
S
SK Hynix did 5 layers for VLSI 2024: https://www.businesskorea.co.kr/news/articleView.html?idxno=219741
Sep 5, 2025
B
So not any benefit to fire up FAB shells then in the hope that random company will come and take over?
Sep 5, 2025
E
I used to just go with @Scotten Jones says. Not sure it techinsights will offer free summaries.
broken record: Rapidus needs to present...
Sep 5, 2025
E
This is very vauge afaik these are the logic densities.
Intel
Intel 7 HP -> 60 Mxtor(H408G60)
Intel 4/3 3-3 Fin -> 123...
Sep 5, 2025
E
They are too small.
They will be Huawei’s challengers in five years.
As an example, Cambricon has a revenue of 1.1B in 2024 while Huawei...
Sep 5, 2025
E
Removing TSMC’s Nanjing fab from the U.S. VEU list has nothing to do with advanced nodes or advanced technology. China’s semiconductor...
Sep 5, 2025
E
Samsung, GF, and TSMC already have 12nm in HVM with very high yields. Where is the market for UMC/Intel 12nm? I'm still not clear on that.
Sep 5, 2025
Refit a facility to meet different semiconductor production requirements and those specific company fab designs won't be cheaper or faster.
Sep 5, 2025
Just a question on FAB construction , 200m away is the shell of the old AUO FAB that close a couple of years , is it easier to build on...
Sep 5, 2025
Y
My SSD has 4 trillion transistors flash chips
Sep 4, 2025
Refit a facility to meet different semiconductor production requirements and those specific company fab designs won't be cheaper or faster.
Sep 4, 2025
Just a question on FAB construction , 200m away is the shell of the old AUO FAB that close a couple of years , is it easier to build on...
Sep 4, 2025
B
Just a question on FAB construction , 200m away is the shell of the old AUO FAB that close a couple of years , is it easier to build on...
Sep 4, 2025
M
Samsung, GF, and TSMC already have 12nm in HVM with very high yields. Where is the market for UMC/Intel 12nm? I'm still not clear on that.
Sep 4, 2025
Like.
SK Hynix did 5 layers for VLSI 2024: https://www.businesskorea.co.kr/news/articleView.html?idxno=219741
Daniel Nenni reacted to hist78's post in the thread VSMC - New FAB going up in Singapore [Video] with
hist78 replied to the thread VSMC - New FAB going up in Singapore [Video].Refit a facility to meet different semiconductor production requirements and those specific company fab designs won't be cheaper or faster.