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B
What if they bag an elephant?
Also, It is kind of a catch 22. If they don't have a big customer, they don't need the capacity; but...
Oct 1, 2025
如果譚立波還在掌舵，那就不可能了！
Oct 1, 2025
M
Given the fact that Lutnik did not mention the semiconductor supply chain, just manufacturing, I feel that this is a political sound...
Oct 1, 2025
M
I think LBT is doing some amazing things to fix Intel (in just Six months). I get the feeling there are some LBT projects in the works...
Oct 1, 2025
Hard not to be a Jensen Fan Boy after watching this. Puts a whole new perspective on the AI Bubble.
Oct 1, 2025
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...
Oct 1, 2025
No, not at all, unless the location is in Taiwan or China.
Oct 1, 2025
You are assuming that this dude has basic comprehension of the background and issues.
Oct 1, 2025
AI writing quality will soon surpass the media slop if it hasn't already. I would include corporate slop as well...
Oct 1, 2025
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and...
Oct 1, 2025
There's some more on the differences among the N7 processes here: https://www.eettaiwan.com/20200115nt61-7nm-comparision/ although N6...
Oct 1, 2025
IIRC N7 DUV process used 4P4E while N7+/N6 used 1P1E. But it's a big misunderstanding to equalize the cost and yield of DUV 1P1E and EUV...
Oct 1, 2025
Indeed -- but the other key point is how many layers EUV is used on, and in newer processes how many separate EUV masks are used...
Oct 1, 2025
Just like "5nm" and "4nm" and "3nm" and "2nm" then... ;-)
Oct 1, 2025
Yes, but it's still fictional isn't it?
In N2 you can draw a 3nm gate but we know the physical gate length needed to control the GAA...
Oct 1, 2025
Daniel Nenni replied to the thread Intel Reaffirms Ohio Chip Plant Despite Long Delay.如果譚立波還在掌舵，那就不可能了！
Like.
Given the fact that Lutnik did not mention the semiconductor supply chain, just manufacturing, I feel that this is a political sound...
Haha.
You are assuming that this dude has basic comprehension of the background and issues.