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B
The economic realities of operating in high cost location.
The rules in Singapore have changed a lot since UMC first arrived am...
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
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
L
"A CoreWeave spokesperson told Reuters that the cash from the new investment will not be used to purchase Nvidia processors, but...
Jan 26, 2026
B
Managing its expansion and existing operations has been a key test.
United Microelectronics Corp. (UMC) is grappling with rising costs...
Jan 26, 2026
L
So where is the Intel 18A product of Microsoft?
I have read that Microsoft is one of the customers of 18A, and I originally think this...
Jan 26, 2026
Managing its expansion and existing operations has been a key test.
United Microelectronics Corp. (UMC) is grappling with rising costs...
Jan 26, 2026
K
I think the door is beginning to close for new entrants for the data center barring any disruptive technologies (optical AI computing)...
Jan 26, 2026
I agree completely. Apple set this all in motion, what I call fabless systems companies. Off the shelf computing has been dying a slow...
Jan 26, 2026
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
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
Even Lego is doing in-house chips development project now.
https://semiwiki.com/forum/threads/smart-revolution-lego-smart-brick.24301/
Jan 26, 2026
Even Lego is doing in-house chips development project now.
https://semiwiki.com/forum/threads/smart-revolution-lego-smart-brick.24301/
Jan 26, 2026
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
M
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
Xebec reacted to MKWVentures's post in the thread How Intel Came Crashing Back to Earth After Its Trump Bump with
Like.
Im just saying Intel is not constrained by TSMC, they are constrained by IFS ..... @siliconbruh999 may be correct on product issues...
Daniel Nenni posted the thread UMC flags rising costs, talent strain at Singapore fabs in SemiWiki Main Forum ( Ask the Experts! ).Managing its expansion and existing operations has been a key test. United Microelectronics Corp. (UMC) is grappling with rising costs...
hist78 reacted to IanD's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with
Haha.
Even Lego is doing in-house chips development project now. https://semiwiki.com/forum/threads/smart-revolution-lego-smart-brick.24301/