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D
Well, talking about the government-supported investment, Cambricon has a market value of 600 billion yuan with 6 billion yuan in sales.
Oct 23, 2025
I was going to ask how long this has been prevelant. I remember following the "standard" node naming conventions of Intel, and AMD...
Oct 23, 2025
We have been doing half node for many years. High volume fabless companies demanded it. Now we call it a family of processes but they...
Oct 23, 2025
The half-node and small-step approach improves on time product delivery. Predictability in product delivery is extremely important to...
Oct 23, 2025
This isn't very optimistic for 18A short term - they're saying that yields will only be "good margin" in 2027, with a small chance at...
Oct 23, 2025
Some interesting comments on 18A and when it becomes competitive.
No one has asked the question I recommended "is 18A ramp helping or...
Oct 23, 2025
Intel reported better-than-expected financial results for the third quarter of 2025, signaling progress in its ongoing turnaround...
Oct 23, 2025
T
Intel is losing
Oct 23, 2025
D
Intel basically shot itself in the foot otherwise TSMC wouldn't have the tech crown and getting foundry customer would have been lot...
Oct 23, 2025
T
Intel reported better-than-expected financial results for the third quarter of 2025, signaling progress in its ongoing turnaround...
Oct 23, 2025
M
Some interesting comments on 18A and when it becomes competitive.
No one has asked the question I recommended "is 18A ramp helping or...
Oct 23, 2025
We have been doing half node for many years. High volume fabless companies demanded it. Now we call it a family of processes but they...
Oct 23, 2025
TSMC guessed right on 28nm (gate last, HKMG) and iterated steadily from there. They also got Apple from 20nm onward. Pulling Apple...
Oct 23, 2025
S
Intel reported better-than-expected financial results for the third quarter of 2025, signaling progress in its ongoing turnaround...
Oct 23, 2025
Intel reported better-than-expected financial results for the third quarter of 2025, signaling progress in its ongoing turnaround...
Oct 23, 2025
Xebec replied to the thread Not Just Numbers: How TSMC’s “Small-Step, Fast-Run” Strategy Became Its Secret Weapon Against Samsung and Intel.I was going to ask how long this has been prevelant. I remember following the "standard" node naming conventions of Intel, and AMD...
Like.
We have been doing half node for many years. High volume fabless companies demanded it. Now we call it a family of processes but they...
Daniel Nenni replied to the thread Not Just Numbers: How TSMC’s “Small-Step, Fast-Run” Strategy Became Its Secret Weapon Against Samsung and Intel.We have been doing half node for many years. High volume fabless companies demanded it. Now we call it a family of processes but they...
Love.
Intel reported better-than-expected financial results for the third quarter of 2025, signaling progress in its ongoing turnaround...