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It’s interesting that the chart title indicates 18A production has begun at two U.S. fabs.
Is demand truly strong enough for Intel to...
Oct 11, 2025
China dramatically expanded its rare earths export controls on Thursday, adding five new elements and extra scrutiny for semiconductor...
Oct 11, 2025
China is now investigating Qualcomm for antitrust violations...
Oct 11, 2025
It is who chokes whom. China just banned RE for 14nm and below.
How about some long term damage to US agriculture?
Does Orange TACO...
Oct 11, 2025
Just want to echo blueone's comments/experiences;
I've worked at Vanguard (the one where the founder invented mutual funds, and the...
Oct 11, 2025
You really should get your facts straight before you post.
The stories about investment banks expecting employees to work 100+ hours...
Oct 11, 2025
Only folks over 55 are the VPs and above, all the others are high energy nose to the grindstone younger ones where I work.
You always...
Oct 11, 2025
You can really tell who's over 50 in this thread. Smart Americans haven't been going into semiconductors since Reagan, they've been...
Oct 11, 2025
S
someone made a edited version it's pretty nice yield
on a side not why semi companies don't label their graphs like do they have...
Oct 11, 2025
S
Well, maybe 18A yield doesn't need press interpretation, Intel presented D0 trend chart here...
Oct 11, 2025
S
Existing and Planned Facilities
Trump's strategy emphasizes public-private deals to de-risk investments, focusing on hubs in states...
Oct 11, 2025
B
Betting most heavily on this one.
Oct 11, 2025
B
Going by 0.2 at Q1'25, I would have added 0.02 to the estimates afterwards:
Q2'25: 0.17
Q3'25: 0.15
Q4'25-Q1'26: 0.13
But 0.15 still...
Oct 11, 2025
B
someone made a edited version it's pretty nice yield
on a side not why semi companies don't label their graphs like do they have...
Oct 11, 2025
B
Correct!
It is very much the same in Singapore , it is neither a young mans game nor a well paid game.
Oct 11, 2025
hist78 replied to the thread Intel Unveils Panther Lake Architecture: First AI PC Platform Built on 18A.It’s interesting that the chart title indicates 18A production has begun at two U.S. fabs. Is demand truly strong enough for Intel to...
Xebec reacted to Fred Chen's post in the thread The U.S.-China rare earths gambit: Who blinks first? with
Like.
China dramatically expanded its rare earths export controls on Thursday, adding five new elements and extra scrutiny for semiconductor...