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Search results

  1. S

    Intel's former CEO tried to buy Nvidia almost 2 decades ago

    When AMD bought ATI it nearly killed the company and they had to divest the whole fab business going fabless. Because they used all the funds they had saved up to build their next generation fabs on the acquisition. AMD were also left with next to no money to develop their next generation...
  2. S

    Intel names ‘long-term’ successor to its technology development chief and top Oregon executive

    Intel has a viable 3nm process. And 18A also seems to be shaping up nicely. So I don't know why they needed to remove her. Seems like a bad idea to me. The process people seem to be doing good for a change. The chip design guys are more of a mixed bag. Lunar Lake seems to have delivered, but it...
  3. S

    NVIDIA Reportedly in Talk with Samsung for Potential GPU Orders amid Rumored Tensions with TSMC

    Samsung seem to have bagged the 5nm IBM Telum II mainframe processor. https://www.ibm.com/blog/announcement/telum-ii/ That should be a fairly complex chip. But yeah nothing on 3nm or lower.
  4. S

    Former Intel Board members call for breakup

    After the debacle with Raptor Lake processors dying early this is the last thing Intel needs.
  5. S

    Philippines Chip Industry Wants Help From Taiwan’s TSMC

    That would be an actual fab, yes. But AFAIK TI only has chip fabs in Japan, Germany, China, and the US. All their latest fab announcements are for US fabs as well. I assume these new fabs will consolidate all the work which used to be done at the older fabs in the US.
  6. S

    Philippines Chip Industry Wants Help From Taiwan’s TSMC

    https://www.rlb.com/asia/projects/texas-instruments-clark-facility-clark-freeport-zone/ "assembly and test facility" i.e. packaging.
  7. S

    TSMC Says It Has Alerted US of Potential China Ai Chip Curbs Violation

    Most of the chiplets are HBM dies. It has one large SoC and one I/O die and the rest are HBM.
  8. S

    TSMC Says It Has Alerted US of Potential China Ai Chip Curbs Violation

    I would just ignore that Reuters article altogether. There is no teardown of an "Ascend 910B" in the TechInsights website. The only analysis is of a plain Ascend 910 which could have been manufactured and shipped before the sanctions years ago...
  9. S

    Philippines Chip Industry Wants Help From Taiwan’s TSMC

    What about no? Where is this vast workforce? How much of a trained workforce in operating chip factories do they even have in the Phillipines? AFAIK they have some packaging facilities and that is about it. You need a highly skilled workforce to operate a chip fab, not menial laborers. It also...
  10. S

    Korean media: Intel intends to team up with Samsung to compete against TSMC

    You saw it speculated here in this forum first by our forum members. I think it actually makes sense. Samsung used to have a process design alliance with IBM and AMD where they shared process design costs. But now that IBM and AMD bailed out on having fabs and Globalfoundries seems stuck in a...
  11. S

    Intel is a security risk for China, says influential industry group

    This accusation against Intel actually makes more sense than the one against Micron which was just totally ridiculous.
  12. S

    Xiaomi Rumored To Have Successfully Completed Tape-Out Of Its First 3nm Chipset, Making It An Exceptional Milestone, Specifications Unknown

    If Xiaomi has any success at this then sanctions would be highly likely. That sentence makes zero sense. Because if Xiaomi makes that chip it is highly unlikely they will sell it to 3rd parties. It will be for internal use in their own smartphones. In other words this is all hearsay.
  13. S

    TSMC likely to reclaim lead in sales over Samsung

    Are they counting TSMC the foundry business against Samsung's memory and foundry businesses put together?
  14. S

    China starts large military drills around Taiwan

    It is way harder to get Chinese citizenship. And those thousands are just a tiny fraction of their population. There is still a lot of poverty in rural areas in China. I do not think anyone debates that. You swapped the numbers around. And even then you did not get them right...
  15. S

    ASML Earnings Leak Sparks Broad Semiconductor Sell-Off, Sector Down Sharply As Dutch Chipmaker Lowers 2025 Outlook

    I was surprised to say the least when they changed the rules a long time ago. From the Chinese only being allowed to buy tools two generations behind the leading edge to basically being allowed to buy anything. And then we went from that to the current situation where even immersion tools, which...
  16. S

    China starts large military drills around Taiwan

    The Chinese do not just have "a" ballistic missile capable of hitting the US. They have hundreds of them. Gearing up to be thousands over the next decade. They can hit one with the DF-26 MARV all the way to Guam if necessary. They can spot and track the carrier with their imaging and/or radar...
  17. S

    China starts large military drills around Taiwan

    The Chinese can wipe out any target in the Northern hemisphere they so choose at the press of a button with a nuclear mushroom cloud. Ever heard of the DF-41 or DF-31AG? The Chinese Navy still has less tonnage than the US Navy, but they have more ships, and most of them were built this century...
  18. S

    China starts large military drills around Taiwan

    By the time those Japanese F-35Bs can carry the LRASM the Chinese will have the J-35 in service. They are still doing captive carry tests with it. And another thing. It cannot be internally mounted. It won't fit.
  19. S

    Arstechnica: US suspects TSMC helped Huawei skirt export controls, report says

    Bonkers. If the report is true then the US government people are indeed insane. Nobody except anyone who reads TechInsights reports. We already knew that SMIC had taped out a cryptomining ASIC with the N+2 process. SMIC announced work on the N+2 process years before. SMIC also fabbed the Kirin...
  20. S

    ASML Earnings Leak Sparks Broad Semiconductor Sell-Off, Sector Down Sharply As Dutch Chipmaker Lowers 2025 Outlook

    SMIC ordered EUV tools from ASML. And the order was accepted and being processed until Orange Man coerced ASML to cancel the deal. SMIC then replaced that order with the equivalent amount of money in immersion lithography tools. In the end I suspect things will just go back to form where the...
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