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"The company said that the industry is experiencing the “most severe imbalance between supply and demand in both DRAM and NAND in the last 13 years.”
Did Micron just pour cold water on the entire semiconductor industry? Cutting 10% of workforce, massive drop in demand, losing money and will...
https://www.wsj.com/articles/intel-near-roughly-6-billion-deal-to-buy-tower-semiconductor-11644876391
Intel Corp. INTC -0.10% is close to a deal to buy Israeli chip company Tower Semiconductor Ltd. TSEM -1.98% for nearly $6 billion, according to people familiar with the matter, in its latest...
Andy, your depreciation comment is just an artifact of an accounting change starting 2021 and not in any way based on any form of reality. Further, its not at all related to capex cuts. In fact capex was up massively in 2021 vs 2020 due to build out of capacity for demand.
Hint: Doubling...
What is the big surprise is they seem to be pricing their wafers below cost. The filing says the utilization rate was ~80% for last 3 years so its not underutilization. Either their yields are really poor, or their prices are too low versus the technology cost??
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I dont understand all the hate on GF. Its not the same GF as before and everyone here is looking in the rear view mirror which was certainly a mess. Today 100% focused on SOI/SiGe specialty processes and a clear value add to Intel or stand alone esp coupled with hybrid packaging.
At least...
GF buyout is actually a smart move. GF is all in on Si on insulator which is strong for IOT, RF, high power semis, etc. and is unique IP. Makes intel a broader play. After GF dumped trying to compete in leading they finally found a winning formula with multi billion design wins for anyone who...
7% better perf or 15% lower power is quite large for N5 to N5+.
If design rules are truly identical its going to be seamless to quickly migrate over from N5 to N5+....
TSMC is on a roll if they really start 5nm+ production in Q4.... just in time for new mobile phone launches at CES/WMC.
Supposedly AMD will be a fast follower on this node as well which bodes poorly for Intel's process game.
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Digitimes Article
TSMC to move 5nm Plus process to...
Looks like its reality now. 20k wspm in AZ on 5nm. Construction starts 2021.
Right in Intel's back yard. Wonder if that is for poaching purposes? Would have been more epic if they built it in Hillsboro , OR...
TSMC Announces Intention to Build and Operate an Advanced Semiconductor Fab in...
Taiwan Semiconductor Manufacturing Co., TSM 2.32% the world’s largest contract manufacturer of silicon chips, is set to announce plans to build an advanced chip factory in Arizona as U.S. concerns grow about dependence on Asia for the critical technology.
The plans come as the Trump...
