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Who really believes that any acceleration of Fab21 3nm or 2nm or next node materially changes the US's reliance on Taiwan for advanced...
Oct 24, 2025
A
It is my personal opinion that Intel Foundry is working to change their operational model so that they can show this degree of...
Oct 24, 2025
O
What are some of the biggest differences between how Micron operates vs Intel Foundry? Is one key difference the fact that Micron does...
Oct 24, 2025
S
This is the second example of dumb AI initiatives I've seen in the past few days.
First it was that silly statement on a...
Oct 24, 2025
S
I completely agree that the embargo is DUMB, but what percentage of potential semiconductor sales to China are embargoed? Do you have...
Oct 24, 2025
S
I understand this is just margin transfer. But with the financials reported separately now for Products & Foundry, over time both...
Oct 24, 2025
O
If you were Pat, how would you have gone about pursuing the foundry business? What would you have done differently and what would you...
Oct 24, 2025
A
??? Why guess? Intel put High-K metal gate into production in 2007 and the tear downs made it clear right away it was gate last. I...
Oct 24, 2025
S
How is the US-China chip embargo going? China consumes an estimated 45% of the worlds semiconductors, revenue which is now being lost to...
Oct 24, 2025
S
Chinese AI chipmaker Cambricon Technologies, often dubbed “China’s Nvidia,” reported an extraordinary 14-fold revenue increase in its...
Oct 24, 2025
S
NGL, I was taken aback by the comment that 18A will not be margin accretive until end of 2026! I now think he was talking about the...
Oct 24, 2025
S
This is not just an Intel problem, it is a foundry problem for fabs that do not have the volumes TSMC does. Samsung has been plagued...
Oct 24, 2025
S
which is not true Intel finances are in part due to Outsourcing as well they don't have any products on their own node part of...
Oct 24, 2025
S
I probably don't qualify as someone who knows what they are talking about, but I'll share my impression anyway. :)
I suspect that...
Oct 24, 2025
S
Self-driving at least has a known path to resolution - if roads were actually consistently and properly marked correctly.. I think it...
Oct 24, 2025
BruceA replied to the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand.Who really believes that any acceleration of Fab21 3nm or 2nm or next node materially changes the US's reliance on Taiwan for advanced...
Like.
This is the second example of dumb AI initiatives I've seen in the past few days. First it was that silly statement on a...