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X
This is market share in $$ presumably rather than units. My guess is their growth was less ‘rich’ than TSMC and other foundries. TSMC...
Today at 2:03 PM
X
Well deserved and it is only up from here. TSMC N3 and N2 will be very dominant nodes. AI is really pushing the leading edge wafers for...
Today at 2:01 PM
S
We were pleased to announce Microsoft as our fifth Intel 18A customer. We also updated our lifetime deal value to greater than 15...
Today at 11:49 AM
N
I hope Apple has been talking to content creators in movie and animation industries. You know, video content creators. These people...
Today at 8:42 AM
N
My concern is the Rapidus design ecosystem. Companies with internal tools and IP can port them over to a one-off IBM process but the...
Today at 8:41 AM
Well deserved and it is only up from here. TSMC N3 and N2 will be very dominant nodes. AI is really pushing the leading edge wafers for...
Today at 8:41 AM
My concern is the Rapidus design ecosystem. Companies with internal tools and IP can port them over to a one-off IBM process but the...
Today at 7:52 AM
B
Credit: DIGITIMES
Counterpoint released the global foundry market share ranking for the fourth quarter of 2023, showing that TSMC...
Today at 7:32 AM
Credit: DIGITIMES
Counterpoint released the global foundry market share ranking for the fourth quarter of 2023, showing that TSMC...
Today at 6:56 AM
X
I struggle a bit when articles try to place Qualcomm's processors in the same league with Apple Silicon of x86.. maybe it's just my age...
Today at 6:26 AM
X
Intel 4 removed cobalt, so that implies the problem. Maybe they're stuck with the cobalt for Intel 7 (?), that would be unfortunate.
Today at 6:21 AM
Regardless of how robust the process is why would they keep it? Per intel’s data the R for Cu with a Co cladding is significantly lower...
Today at 5:57 AM
It's a big rebuild for the High-NA system, so their current EXE would be a wasted evaluation. Maybe they are seeing the productivity...
Today at 5:57 AM
Not sure it is correct or not. If Rapidus has only 349 formal employees by May 2024, it is still very early for its team up.
Today at 5:51 AM
N
Regardless of how robust the process is why would they keep it? Per intel’s data the R for Cu with a Co cladding is significantly lower...
Today at 5:30 AM