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I
That would help, but being more expensive isn't really the biggest issue, it's that for lower-power chips with less dense power grids...
Jan 27, 2026
I
I remember being in Shenzhen when the enormous Foxconn factory/complex there (100k workers, mostly living on-site?) had the spate of...
Jan 27, 2026
B
The new VSMC FAB in Singapore has absolutely rocketed up!
One thing here is they can get the labour in for construction fast!
Jan 27, 2026
S
the second option is to make BSPDN cost effective so they don't have to make two separate flows.
Jan 27, 2026
S
A Photomask Japan 2025 paper by Intel's Mask group pointed out that High-NA would bring more sensitivity to smaller defects, creating...
Jan 27, 2026
By Anton Shilov published January 23, 2026
Intel still has zero committed external customers for 14A.
Two potential customers are...
Jan 26, 2026
A Photomask Japan 2025 paper by Intel's Mask group pointed out that High-NA would bring more sensitivity to smaller defects, creating...
Jan 26, 2026
F
A Photomask Japan 2025 paper by Intel's Mask group pointed out that High-NA would bring more sensitivity to smaller defects, creating...
Jan 26, 2026
F
By Anton Shilov published January 23, 2026
Intel still has zero committed external customers for 14A.
Two potential customers are...
Jan 26, 2026
B
And what of the NY mega site? More delays?
Jan 26, 2026
The TSMC 2026 CapEx estimate is probably already understated. If the $250 billion Taiwan–US fab investment agreement is carried out over...
Jan 26, 2026
S
agree on this is much more than an EDA tool play. As I mentioned, makes better sense to be able to tune out custom ASIC (XPU) in a much...
Jan 26, 2026
S
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
F
The temptation has been there for very long.
As Lai Ching-Te said, "Once Taiwan is annexed, China will gain greater strength to...
Jan 26, 2026
"The new facility is expected to be operational by the second half of 2028, creating 1,600 jobs and increasing cleanroom space by...
Jan 26, 2026
Like.
A Photomask Japan 2025 paper by Intel's Mask group pointed out that High-NA would bring more sensitivity to smaller defects, creating...
hist78 reacted to Fred Chen's post in the thread Intel says it has two prospective customers for 14A — expects to hear about commitments in second half of 2026 with