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M
The plan is the plan until the plan changes (ancient Intel saying)
Intel does not need new Fabs for several years. Lets see how Intel...
Sep 30, 2025
K
The belief in the "not foolish" rule is the cause of most man made major world disasters.
The higher one climbs in the bureaucracy, the...
Sep 30, 2025
X
I really hope Intel will continue to reaffirm its intention to build fabs in Ohio, but avoid doing anything major there for as long as...
Sep 30, 2025
S
The 4F2 vertical channel scheme is still continued scaling of bit line pitch (which increases its capacitance relative to capacitor) but...
Sep 30, 2025
The proposal is achievable, though at a high cost to TSMC, its customers, and ultimately the general public. What TSMC and Taiwan are...
Sep 30, 2025
S
Major memory companies are accelerating their investments in 1c (6th-generation 10nm-class) DRAM. Samsung Electronics has already begun...
Sep 30, 2025
I really hope Intel will continue to reaffirm its intention to build fabs in Ohio, but avoid doing anything major there for as long as...
Sep 30, 2025
Then-President Joe Biden speaks at the groundbreaking of the new Intel semiconductor manufacturing facility in Ohio in September 2022...
Sep 30, 2025
Key Points:
- Washington has held discussions with Taipei about a “50-50” split in the production of chips for the U.S. market...
Sep 30, 2025
The valuations are definitely off. Anything to do with AI...
Sep 30, 2025
I think that the last line sums it up rather succintly, assuming some irony intended..."According to Grok"
It's hard to imagine this...
Sep 30, 2025
X
(Reuters) -Citigroup (C) has raised its forecast for AI-related infrastructure spending by tech giants to surpass $2.8 trillion through...
Sep 30, 2025
X
The dot-com boom (roughly 1995–2000) and the AI boom (2010s–present) are transformative periods driven by technological innovation, but...
Sep 30, 2025
This is my guess too but I seriously doubt Altera will beat AMD/Xilinx in the process node race at TSMC. Cost is a very big deal with...
Sep 30, 2025
(Reuters) -Citigroup (C) has raised its forecast for AI-related infrastructure spending by tech giants to surpass $2.8 trillion through...
Sep 30, 2025
Like.
The belief in the "not foolish" rule is the cause of most man made major world disasters. The higher one climbs in the bureaucracy, the...
hist78 replied to the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally.The proposal is achievable, though at a high cost to TSMC, its customers, and ultimately the general public. What TSMC and Taiwan are...
Daniel Nenni posted the thread Intel Reaffirms Ohio Chip Plant Despite Long Delay in SemiWiki Main Forum ( Ask the Experts! ).Then-President Joe Biden speaks at the groundbreaking of the new Intel semiconductor manufacturing facility in Ohio in September 2022...
chipsntexas replied to the thread Citigroup forecasts Big Tech's AI spending to cross $2.8 trillion by 2029.I think that the last line sums it up rather succintly, assuming some irony intended..."According to Grok" It's hard to imagine this...