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Latest activity

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tomatoma reacted to Daniel Nenni's post in the thread Intel Reaffirms Ohio Chip Plant Despite Long Delay with Like.

Then-President Joe Biden speaks at the groundbreaking of the new Intel semiconductor manufacturing facility in Ohio in September 2022...

Oct 1, 2025
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siliconbruh999 replied to the thread Intel Reaffirms Ohio Chip Plant Despite Long Delay.

Fab 52/62 the Ireland alongside Intel 7 UMC 12nm should be enough for Intel's use if anything they should reduce reliance on TSMC and in...

Sep 30, 2025
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Fred Chen replied to the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally.

It might be moot if TSMC USA takes the load.

Sep 30, 2025
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horace replied to the thread Inside TSMC’s 278-Page Sustainability Report: Four Key Highlights.

I wonder how much of that 278 pages report is written by AI slop.

Sep 30, 2025
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horace replied to the thread US plans 1:1 chip production rule to curb overseas reliance, WSJ reports.

It would be easy for US just to annex Taiwan. There is a "theory" that US actually owns Taiwan. Japan surrendered Taiwan to US after...

Sep 30, 2025
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horace replied to the thread Intel approaches TSMC for investments or partnership, WSJ reports.

That's very true. The only viable long term solution is democracy in China

Sep 30, 2025
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Fred Chen reacted to hist78's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

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
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Fred Chen reacted to MKWVentures's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

a thought that I wonder about. IF security and confidence of Fab supply chain is the goal.... 1) Is having Intel USA be a sole...

Sep 30, 2025
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semiman reacted to Fred Chen's post in the thread The three major memory powerhouses are investing in 1c DRAM, targeting the AI and HBM markets with Like.

Yes, GAA is one option. Also actual word line on one side or both. Also one side might be a differently biased back gate.

Sep 30, 2025
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siliconbruh999 reacted to Daniel Nenni's post in the thread Altera Reborn: A Pure-Play FPGA Company with Like.

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
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siliconbruh999 reacted to hist78's post in the thread Altera Reborn: A Pure-Play FPGA Company with Like.

And Silver Lake probably secured an agreement with Intel allowing Altera to use non-Intel foundries after a certain period of time or...

Sep 30, 2025
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siliconbruh999 replied to the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally.

Even china blocking Taiwan strait is enough to considerably harm US economically much less taking Taiwan.

Sep 30, 2025
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siliconbruh999 reacted to blueone's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

No, not at all, unless the location is in Taiwan or China.

Sep 30, 2025
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siliconbruh999 reacted to Daniel Nenni's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Haha.

“My argument to them was, well, if you have 95% [chip production], how am I going to get it to protect you? You’re going to put it on a...

Sep 30, 2025
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siliconbruh999 reacted to hist78's post in the thread Intel Reaffirms Ohio Chip Plant Despite Long Delay with Like.

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

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