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A lot of people here know I'm not a fan of Gelsinger's leadership, but what's your evidence that the company planned to use government...
Saturday at 4:13 PM
M
The track record of Internal M&A has not been great ...
Saturday at 4:13 PM
Ebeam lithography and multi-beam has been in existence for years (maybe decades) but they are used to make masks not chips.
If the...
Saturday at 4:12 PM
The CHIPS Act and Congress’ intention are to provide subsidies, loans, and tax credits as incentives for companies to build factories...
Saturday at 3:58 PM
Did I understand this correctly, is Dylan Patel of Semianalysis part of the fraud? I can't wait until part II.
Saturday at 3:49 PM
Part 1 of an investigation into Substrate, a semiconductor firm that has garnered a lot of attention in recent weeks.
Fox Chapel...
Saturday at 3:24 PM
Part 1 of an investigation into Substrate, a semiconductor firm that has garnered a lot of attention in recent weeks.
Fox Chapel...
Saturday at 3:13 PM
"American startup Substrate promises 2nm-class chipmaking with particle accelerators, at a tenth of the cost of EUV"
... That makes me...
Saturday at 3:13 PM
E
Part 1 of an investigation into Substrate, a semiconductor firm that has garnered a lot of attention in recent weeks.
Fox Chapel...
Saturday at 2:32 PM
Part 1 of an investigation into Substrate, a semiconductor firm that has garnered a lot of attention in recent weeks.
Fox Chapel...
Saturday at 2:32 PM
S
Makes sense. Costa Rica is a small, sub-scale manufacturing site. Volume can likely be absorbed in Vietnam with minimal if any headcount...
Saturday at 1:58 PM
D
That very well could be the reason. But we have already started seeing perf leaks like we saw prior to LNL EEP launch between TechTour...
Saturday at 12:42 PM
E
Disagree. The fab construction binge had its roots in a hyper-optimistic misunderstanding of how much and how fast foundry business...
Saturday at 12:03 PM
E
Or AI generated. a lot of fiction for sure, but entertaining
Saturday at 12:02 PM
E
This sounds like it's written by someone who lives Marvel comics/movies as a lifestyle. Intel's comeback is far from certain, but this...
Saturday at 12:02 PM
Daniel Nenni reacted to blueone's post in the thread THE SEMICONDUCTOR SURVIVAL BATTLE Part 1 of 5 Lip-Bu Tan (Intel) vs. C.C. Wei (TSMC) with
Like.
A lot of people here know I'm not a fan of Gelsinger's leadership, but what's your evidence that the company planned to use government...
Xebec reacted to Jert's post in the thread I think Substrate is a $1 Billion Fraud: Part 1 with
hist78 replied to the thread THE SEMICONDUCTOR SURVIVAL BATTLE Part 1 of 5 Lip-Bu Tan (Intel) vs. C.C. Wei (TSMC).The CHIPS Act and Congress’ intention are to provide subsidies, loans, and tax credits as incentives for companies to build factories...
Wow.
Part 1 of an investigation into Substrate, a semiconductor firm that has garnered a lot of attention in recent weeks. Fox Chapel...