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A
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
B
Summary
Micron invests US$24 billion (S$30.5 billion) in Singapore to build a new Nand flash memory chip plant that supports AI-driven...
Jan 26, 2026
A
I'm sure that with all the conversations Lip-Bu Tan has had with customers he has become aware of the customers who want traditional...
Jan 26, 2026
Once you fall behind in manufacturability, specs stop being the bottleneck — customer confidence and delivery credibility become the...
Jan 26, 2026
From an industry perspective, the valuation is less surprising than the implied execution plan behind it.
End-to-end EDA development is...
Jan 26, 2026
Judy Lin 林昭儀
Jan 27, 2026
Executive Summary: The “System-Level Foundry” Shift
Understanding TSMC’s current Intellectual Property (IP)...
Jan 26, 2026
Intel’s product division generates the majority of the company’s revenue and profit. Product competitiveness and market opportunity...
Jan 26, 2026
S
It seems just yesterday they raised $35M on a 700M valuation seed money. Perhaps just one of the crazy AI boom "dump" money gets thrown...
Jan 26, 2026
F
Judy Lin 林昭儀
Jan 27, 2026
Executive Summary: The “System-Level Foundry” Shift
Understanding TSMC’s current Intellectual Property (IP)...
Jan 26, 2026
S
I think that most of the USA would not miss California.
Even Northern California wish it could break away from the south.
Jan 26, 2026
C
I think that most of the USA would not miss California.
Even Northern California wish it could break away from the south.
Jan 26, 2026
D
Agreed. Californian would prefer to be independent. The entire world would prefer California be independent except for USA.
Jan 26, 2026
S
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
Managing its expansion and existing operations has been a key test.
United Microelectronics Corp. (UMC) is grappling with rising costs...
Jan 26, 2026
B
Have you seen US Tik Tok?
No need to wait and see.
Somewhat embarrassing for Trump and his lackeys , but it is what it is for the...
Jan 26, 2026
Like.
It's not that simple, the metal stack and processing and qualification and DK and extraction and layout and libraries and SRAMs and...
t2msemi2018 replied to the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030.Once you fall behind in manufacturability, specs stop being the bottleneck — customer confidence and delivery credibility become the...
hist78 reacted to Fred Chen's post in the thread TSMC's Patent Layout and Earnings Call Alignment with