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S
Complete Wallstreet nonsense or has the AI bubble started to weaken? I will write about this on Friday.
Sep 10, 2025
TSMC repurposed Fab 3 for pellicle production last year. Fred will know more about this but TSMC did not use pellicles at 7nm but you...
Sep 10, 2025
S
great analysis.
Cadence IP footprint is much smaller than Synopsys. Used to be a disadvantage as IP growth is always much higher than...
Sep 10, 2025
It’s no surprise that newer nodes tend to be more expensive than older ones—so the fact that 14A is costlier than 18A isn’t unexpected...
Sep 10, 2025
Is TSMC outsourcing the pellicle production to external companies right now?
Sep 10, 2025
S
TSMC is repurposing its old, wound-down, 8-inch Fab 3 in Hsinchu Science Park to produce extreme ultraviolet pellicles, bringing this...
Sep 10, 2025
F
TSMC is repurposing its old, wound-down, 8-inch Fab 3 in Hsinchu Science Park to produce extreme ultraviolet pellicles, bringing this...
Sep 10, 2025
TSMC is repurposing its old, wound-down, 8-inch Fab 3 in Hsinchu Science Park to produce extreme ultraviolet pellicles, bringing this...
Sep 10, 2025
Larry Ellison and Elon Musk often speak about bold, huge things. As long as they achieve one or two successes people usually overlook...
Sep 10, 2025
Reality check here -
"We expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year — and then increase to...
Sep 10, 2025
Bubbles? What bubbles?
Sep 10, 2025
S
Read or listen to the first couple of Q&A questions. It's mostly about IP.
* China - the 6 week licensing revocation window due to...
Sep 10, 2025
Several years ago, I had the chance to listen to a major newspaper’s advertising chief give a speech at an event. He asked the audience...
Sep 10, 2025
Reality check here -
"We expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year — and then increase to...
Sep 10, 2025
Does this forum have a "remind me in 3 years" feature? :)
Sep 10, 2025
Like.
Complete Wallstreet nonsense or has the AI bubble started to weaken? I will write about this on Friday.
Daniel Nenni replied to the thread TSMC Repurposing Old Fabs to Bring EUV Pellicle Production In-House.TSMC repurposed Fab 3 for pellicle production last year. Fred will know more about this but TSMC did not use pellicles at 7nm but you...
hist78 reacted to Maximus's post in the thread Intel CFO confirms that 14A will be more expensive than 18A due to High-NA EUV tool with