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B
Not sure I agree with the logic here. Intel's biggest need right now is to fill the fabs. Choosing not to even try to serve a large...
Tuesday at 7:28 PM
A Photomask Japan 2025 paper by Intel's Mask group pointed out that High-NA would bring more sensitivity to smaller defects, creating...
Tuesday at 6:50 PM
By Anton Shilov published January 23, 2026
Intel still has zero committed external customers for 14A.
Two potential customers are...
Tuesday at 6:50 PM
This was a very interesting listen. It sounds like it won't scale as high bandwidth-wise as fiber long term, but it finds a potential...
Tuesday at 6:50 PM
The "copper cliff" is the biggest bottleneck in the data center today, but a new startup with a weird name thinks they’ve found a way to...
Tuesday at 6:48 PM
A
Not sure I agree with the logic here. Intel's biggest need right now is to fill the fabs. Choosing not to even try to serve a large...
Tuesday at 6:17 PM
F
The "copper cliff" is the biggest bottleneck in the data center today, but a new startup with a weird name thinks they’ve found a way to...
Tuesday at 5:48 PM
The "copper cliff" is the biggest bottleneck in the data center today, but a new startup with a weird name thinks they’ve found a way to...
Tuesday at 5:33 PM
B
Johor Bahru is just across the Causeway , so no need for Micron to build a new town 😆😆😆
Tuesday at 4:00 PM
On December 2, 2025, the Taiwan’s High Prosecutor’s Office announced criminal indictments against a subsidiary of Japanese company Tokyo...
Tuesday at 3:47 PM
If you want to talk about AI bubbles, the valuations of these AI chip VC investments are Deja Vue of the Dot Com era.
AI and EDA is a...
Tuesday at 1:51 PM
S
Paul, can you provide links to what are these open source tools that are getting non-trivial usage?
Tuesday at 1:46 PM
S
So far, the only thing "eating" the EDA triopoly were the niche, open-source tools, which are now getting mature enough for taping out...
Tuesday at 1:45 PM
P
So far, the only thing "eating" the EDA triopoly were the niche, open-source tools, which are now getting mature enough for taping out...
Tuesday at 12:49 PM
M
100% agree. I was asked by a Client how to change a process from BSPD to FSPD and I said, "its a different animal. I dont even think I...
Tuesday at 10:08 AM
Like.
Not sure I agree with the logic here. Intel's biggest need right now is to fill the fabs. Choosing not to even try to serve a large...
Xebec 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
Daniel Nenni posted the thread Networking Is Getting An Upgrade with Ian Cutress in SemiWiki Main Forum ( Ask the Experts! ).The "copper cliff" is the biggest bottleneck in the data center today, but a new startup with a weird name thinks they’ve found a way to...