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S
The world is moving so fast with semiconductors and AI. Call centers will be a thing of the past. Software development will be AI...
Sep 5, 2025
M
There is still a shortage of electricity, capitals, talents, and water.
Sep 5, 2025
M
The Chips act is not a subsidy for the company. it was never intended for that. It was to get factories in the US. They could have...
Sep 5, 2025
India needs to speed up. The India Semiconductor Mission (ISM), launched in 2021, has approved about 10 projects, yet only one packaging...
Sep 5, 2025
M
Good summary, I would read the transcript to get a little better feel for what was actually said.
On foundry a couple items:
1) Will...
Sep 5, 2025
Standing next to a king is like standing next to a tiger.
Sep 5, 2025
India supposedly is working with Taiwan's PSMC to setup a chip fab I think. But most of the announced projects are for chip packaging...
Sep 5, 2025
One time, I brought cookies I had made to a lunch gathering. Everyone looked at them and told me they were ‘interesting,’ but no one...
Sep 5, 2025
S
If you spinoff Intel Foundry it won't help things but make them worse. They are totally dependent on Intel as a customer and their PDKs...
Sep 5, 2025
S
It’s come full circle back to IDM 1.0. :-{
Sep 5, 2025
S
Making those cheap mass market disposable drones means making batteries and permanent magnet electric motors cheaply. Plus the chips for...
Sep 5, 2025
S
Foundry is not customer facing so the brand is not relevant. It could be TrumpFoundries and it would not matter to foundry customers...
Sep 5, 2025
S
Lack of any advanced node options. They have zero capability of producing AI chips where even Intel 7 could produce decent ones.
Sep 5, 2025
About Intel Foundry Spinoff:
Christopher Danely
Citigroup Inc. Exchange Research
Could other semi companies joined the investment...
Sep 5, 2025
M
Thanks.... is that 5 cells in the picture or a one cell with a 5 layer capacity..... what is the size for the 5 cells? thanks!
Sep 5, 2025
Like.
The world is moving so fast with semiconductors and AI. Call centers will be a thing of the past. Software development will be AI...
hist78 replied to the thread India most promising destination for semiconductor manufacturing, PM tells CEOs.India needs to speed up. The India Semiconductor Mission (ISM), launched in 2021, has approved about 10 projects, yet only one packaging...
Daniel Nenni reacted to samwilde's post in the thread India most promising destination for semiconductor manufacturing, PM tells CEOs with