Array
(
    [content] => 
    [params] => Array
        (
            [0] => /forum/whats-new/latest-activity?before_id=96595
        )

    [addOns] => Array
        (
            [DL6/MLTP] => 13
            [Hampel/TimeZoneDebug] => 1000070
            [SV/ChangePostDate] => 2010200
            [SemiWiki/Newsletter] => 1000010
            [SemiWiki/WPMenu] => 1000010
            [SemiWiki/XPressExtend] => 1000010
            [ThemeHouse/XLink] => 1000970
            [ThemeHouse/XPress] => 1010570
            [XF] => 2030770
            [XFI] => 1060170
        )

    [wordpress] => /var/www/html
)

Latest activity

What's new Featured content New posts Latest activity

E

eding42 reacted to Daniel Nenni's post in the thread Intel approaches TSMC for investments or partnership, WSJ reports with Like.

Intel is a big TSMC customer and it would please the administration who has a 10% stake plus it is an investment, not a gift. Not unlike...

Sep 27, 2025
E

eding42 reacted to osnium's post in the thread Intel approaches TSMC for investments or partnership, WSJ reports with Like.

Why would it be in TSMC’s interest to invest in a competitor? If I were TSMC, I would tell Intel to politely pound sand unless if they...

Sep 27, 2025
S

soAsian replied to the thread Intel approaches TSMC for investments or partnership, WSJ reports.

The investment could pay off for TSMC, like Microsoft's investment in Apple when Steve Jobs return. Microsoft's development of IE and...

Sep 27, 2025
T

tomatoma reacted to samwilde's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

Google has been working on AI specific hardware for longer than NVIDIA. I know this for a fact.

Sep 26, 2025
T

tomatoma reacted to OneEng's post in the thread Intel splashes more cash on ASML’s magic machines with Haha.

Intel has been in the habit for quite some time now in over-promising and under-delivering. I haven't attended a class in business in...

Sep 26, 2025
T

tomatoma reacted to siliconbruh999's post in the thread Intel splashes more cash on ASML’s magic machines with Like.

Don't forget Intel's craze of the highest perf node got us to so many innovation in Nodes i would say let them cook.

Sep 26, 2025
T

tomatoma reacted to Daniel Nenni's post in the thread Intel splashes more cash on ASML’s magic machines with Sad.

I agree on the BoD, two is a waste of time and money. IFS is separated as a business unit. Once it is successful it can be spun out...

Sep 26, 2025
T

tomatoma reacted to blueone's post in the thread Intel splashes more cash on ASML’s magic machines with Haha.

I don't think a separate BoD will accomplish anything. In the US, most BoDs are populated by useless, non-expert members. Yes-people...

Sep 26, 2025
T

tomatoma reacted to Daniel Nenni's post in the thread Intel splashes more cash on ASML’s magic machines with Like.

According to what I was told one 5200 system has already been shipped, to Intel hopefully. Pat Gelsinger had said HNA-EUV will be...

Sep 26, 2025
T

tomatoma reacted to siliconbruh999's post in the thread Intel splashes more cash on ASML’s magic machines with Like.

Fred became Frank here 🤣🤣

Sep 26, 2025
S

siliconbruh999 replied to the thread US plans 1:1 chip production rule to curb overseas reliance, WSJ reports.

Yeah Intel should just can Israel Ireland is fixed to Intel 3 and it's variations.

Sep 26, 2025
S

siliconbruh999 reacted to benb's post in the thread US plans 1:1 chip production rule to curb overseas reliance, WSJ reports with Like.

I hope this policy (if implemented) works. The cost disadvantage is only about 10%. However, the crippling lack of scale--lack of...

Sep 26, 2025
F

Fred Chen reacted to siliconbruh999's post in the thread Intel splashes more cash on ASML’s magic machines with Like.

Don't forget Intel's craze of the highest perf node got us to so many innovation in Nodes i would say let them cook.

Sep 26, 2025
F

Fred Chen reacted to OneEng's post in the thread Intel splashes more cash on ASML’s magic machines with Like.

Intel has been in the habit for quite some time now in over-promising and under-delivering. I haven't attended a class in business in...

Sep 26, 2025
F

fatfat replied to the thread Intel approaches TSMC for investments or partnership, WSJ reports.

Mostly to please the administration. For them, investment is better than forming a JV or running some operations for Intel.

Sep 26, 2025

Show older items