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S
Is this the golden age of the semis industry? Even if the AI bubble pops, it feels like big tech, especially with cloud computing...
Jan 26, 2026
S
Is this the golden age of the semis industry? Even if the AI bubble pops, it feels like big tech, especially with cloud computing...
Jan 26, 2026
K
It seems like they’re figuring it out now? Panther Lake has taken the lead in portable compute and graphics (outside of Apple…).
Can...
Jan 26, 2026
K
The sad part of this problem is that Intel spends a lot of money on "product management". You know, the people talking to customers to...
Jan 26, 2026
Y
"A CoreWeave spokesperson told Reuters that the cash from the new investment will not be used to purchase Nvidia processors, but...
Jan 26, 2026
S
It's not that simple, the metal stack and processing and qualification and DK and extraction and layout and libraries and SRAMs and...
Jan 26, 2026
S
Im just saying Intel is not constrained by TSMC, they are constrained by IFS ..... @siliconbruh999 may be correct on product issues...
Jan 26, 2026
I
It's not that simple, the metal stack and processing and qualification and DK and extraction and layout and libraries and SRAMs and...
Jan 26, 2026
N
thanks to MKWVentures & IanD for "BSPD .. most customers do not want it at this time"
Intel Foundry, how about providing 2 versions for...
Jan 26, 2026
TSMC does not have spare N3 capacity but Intel signed up for a significant amount of wafers so I do not think TSMC is the bottleneck here.
Jan 26, 2026
Im just saying Intel is not constrained by TSMC, they are constrained by IFS ..... @siliconbruh999 may be correct on product issues...
Jan 26, 2026
M
great info.... very well put, thanks!
Jan 26, 2026
M
Depends what you mean by "most customers"... ;-)
TSMC have said the BSPD (A16 process as opposed to N2) is suitable for HPC chips with...
Jan 26, 2026
M
Im just saying Intel is not constrained by TSMC, they are constrained by IFS ..... @siliconbruh999 may be correct on product issues...
Jan 26, 2026
TSMC has spare N3 capacity that isn't spoken for this year?
Jan 26, 2026
Like.
Is this the golden age of the semis industry? Even if the AI bubble pops, it feels like big tech, especially with cloud computing...
Daniel Nenni replied to the thread How Intel Came Crashing Back to Earth After Its Trump Bump.TSMC does not have spare N3 capacity but Intel signed up for a significant amount of wafers so I do not think TSMC is the bottleneck here.
Xebec replied to the thread How Intel Came Crashing Back to Earth After Its Trump Bump.TSMC has spare N3 capacity that isn't spoken for this year?