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M
I have worked with multiple factories in Singapore. US can get within 5% on Fab wafer cost (Singapore can be expensive on many items)...
Jan 27, 2026
M
Micron NAND center of excellence is Singapore. and Singapore grants are equivalent or better than they best Chips act grants. Given...
Jan 27, 2026
I
I'm sure they do -- but trust me, the differences between BSPD and FSPD are *far* bigger than just some different options in either...
Jan 27, 2026
Why Singapore? The current administration is not going to be happy about this!
Jan 27, 2026
B
its trending on x.com.
ChatGPT is charging NFL rates. I appreciate Sam's hustle.
Jan 27, 2026
M
Intel has 4x as many process options on 18A as they do customers interested in working with IFS LOL
Jan 27, 2026
D
The chart has some errors or omissions.
For Taiwan, major players like UMC, Micron, and PSMC are not listed.
For Singapore, only VIS...
Jan 27, 2026
This is a classic case where capex discipline was necessary, but the lack of manufacturing optionality and poor demand timing caused...
Jan 27, 2026
In today’s highly competitive and rapidly changing market, this is the unavoidable reality Intel faces as an IDM.
Jan 27, 2026
L
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
S
You mean add another not-really-big-enough-volume (and late to market!) process to the one they're already got -- plus you need...
Jan 27, 2026
S
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
E
You mean add another not-really-big-enough-volume (and late to market!) process to the one they're already got -- plus you need...
Jan 27, 2026
S
its trending on x.com.
ChatGPT is charging NFL rates. I appreciate Sam's hustle.
Jan 27, 2026
I
You mean add another not-really-big-enough-volume (and late to market!) process to the one they're already got -- plus you need...
Jan 27, 2026