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It does not make sense to fill your fab with expensive depreciating equipment when you do not have a viable process and designs to run through it. Simple as that.
You have been listening too much to Peter Zeihan. The JMSDF lacks the large oiler ships they would need to properly supply their "carriers" in long distance missions. They have none of the large oilers the PLAN or the USN have. Like the Chinese 45,000 tons displacement Type 901 of which they...
I would not say the Chinese tool purchases are fake, or hoarding. Not when SMIC and Hua Hong have capacity usage of like 80%+. Their fab expansion is real and less than half the way through at this point.
SMIC had a capacity utilization rate of 85.2% in Q2 2024. Hua Hong had a capacity...
The Japanese Navy was designed for anti-submarine warfare against Soviet submarines to guard the Japanese archipelago. It has next to no capabilities for long distance engagements.
The map you guys posted here displaying the first island chain seems to assume the Kuril islands are under control...
China is currently less than halfway across their latest fab build. Unless the US government cuts sales of immersion lithography ASML should still have at least like three years of sales there. 2025, 2028, 2029.
Russia and China have alliance treaties with North Korea. They are supposed to come to North Korea's aid in case they are attacked. If North Korea initiates the attack, that is a different situation.
Most memory comes from South Korean companies, but a lot of their capacity is in China, not just...
Wasn't he a process guy? And he was CEO of Intel when they kept fumbling their process and 10nm was delayed.
It is rather curious that SMIC managed to make a denser process with immersion lithography than Intel ever did.
Last I heard some Arrow Lake chips use Intel others use TSMC process. Is this accurate that they moved everything to TSMC?
Not true. AMD Zen 5 also has the advantage that because it is all symmetrical cores, you can for example use AVX-512, while in Intel you cannot if you are using one of...
If the standard EUV machine is like the size of a car, the HNA EUV is like the size of a bus.
It is hardly surprising that ASML finds it easier to break it down into components and assemble those on site, instead of building the machine on their premises as a whole unit, disassembling it, and...
The more senior you are at Intel the more stock you get. Those are the people who run the company. A lot of them were interested in keeping the dividend going for as high and as long as possible. Delaying the factory upgrade as much as possible was one way of doing this.
But that is a gross...
For Intel back then, as an IDM, it made no sense to keep older fabs around. It was a better deal to just sell off the tools and use that money to help buy them a new leading edge fab. They probably could use the older node to make chipsets or something but would that even have been profitable...
You can bet it took a long time to develop the iPhone. If Apple reached out to Intel to make the CPU it would have likely happened before Intel sold XScale.
Just the time alone to port Darwin to ARM and turn MacOS X into iOS could have easily been a couple years. Probably two years or more. If...
It is not just Chinese expansion into their DRAM business, but also NAND, and displays.
Not to mention consumer appliances, smartphones, etc.
Samsung is basically competing against CXMT, YMTC, BOE, TCL, Huawei, CATL, and a bunch of other Chinese companies. It sure is a monster of a company.
Paul Otellini got the job of Intel CEO in 2005. The first thing he did when he got control was to axe 10% of Intel's workforce to improve their profits and raise the stock price. That was when they sold XScale to Marvell.
Paul Otellini was trained in economics i.e. not an engineer but more like...
For Intel StrongARM was something foisted on them by the Digital Equipment Corporation (DEC) lawsuit. They never tried to market it properly. A big mistake in my opinion.
KrF and i-line lithography machines for 300mm wafers are still in production.
Nexchip built a brand new fab in China with 300mm wafers which makes 150nm-55nm process chips for DDICs.
They have a 150nm logic process if you want it.
What you can no longer get is 200mm equipment which is not in...
That is a huge understatement of what happened. It was not just Japanese DRAM. The US government banned NEC from selling its SX supercomputers in the US to keep Cray alive. Intel sued NEC for making their V20 8086 clone which meant it was kept out of US personal computer maker products and it...
Chinese wafer manufacturers just currently lack the capacity. Not that this situation will continue for long.
Chinese silicon wafer manufacturers like NSIG will double 300mm wafer capacity over the next two years and then double it again...
