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Latest activity

What's new Featured content New posts Latest activity

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siliconbruh999 reacted to Xebec's post in the thread ASML Statement on Strengthening Focus on Engineering and Innovation with Like.

This is a really complex one; AI may play a small role here (imo), but this sounds more like a 'we grew really fast, now we need to...

Wednesday at 6:35 AM
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cykur1 reacted to IanD's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

I'm sure they do -- but trust me, the differences between BSPD and FSPD are *far* bigger than just some different options in either...

Wednesday at 6:34 AM
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cykur1 reacted to NY_Sam2's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

thanks to MKWVentures & IanD for "BSPD .. most customers do not want it at this time" Intel Foundry, how about providing 2 versions for...

Wednesday at 6:32 AM
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cykur1 reacted to MKWVentures's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

Couple items: the 2nd largest foundry commitment in 2030 was made for external foundry. they said they would be number 2 overall...

Wednesday at 6:32 AM
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U235 reacted to blueone's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with Like.

There are also several cost savings or design advantages that custom CPU chips can provide: 1. No hidden costs for marketing, sales...

Wednesday at 6:28 AM
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U235 reacted to Daniel Nenni's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with Like.

I agree completely. Apple set this all in motion, what I call fabless systems companies. Off the shelf computing has been dying a slow...

Wednesday at 6:27 AM
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Fred Chen reacted to Daniel Nenni's post in the thread Micron to invest $30.5 billion in Singapore to boost chip production, creating 1,600 jobs with Like.

Why Singapore? The current administration is not going to be happy about this!

Wednesday at 5:13 AM
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Fred Chen reacted to MKWVentures's post in the thread Micron to invest $30.5 billion in Singapore to boost chip production, creating 1,600 jobs with Like.

I have worked with multiple factories in Singapore. US can get within 5% on Fab wafer cost (Singapore can be expensive on many items)...

Wednesday at 5:12 AM
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Fred Chen reacted to MKWVentures's post in the thread Micron to invest $30.5 billion in Singapore to boost chip production, creating 1,600 jobs with Like.

Micron NAND center of excellence is Singapore. and Singapore grants are equivalent or better than they best Chips act grants. Given...

Wednesday at 5:12 AM
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Fred Chen reacted to blueone's post in the thread Micron to invest $30.5 billion in Singapore to boost chip production, creating 1,600 jobs with Like.

I suspect high subsidies from Singapore. I also guess that NAND pricing has to compete with Chinese fabs, and US-based NAND fabs are...

Wednesday at 5:12 AM
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Fred Chen replied to the thread ASML Statement on Strengthening Focus on Engineering and Innovation.

This statement is telling: "The feedback from our colleagues, our suppliers and our customers shows that our ways of working have, in...

Wednesday at 5:08 AM
user nl posted the thread Pumping the oil of the 21st century: TSMC versus INTEL in SemiWiki Main Forum ( Ask the Experts! ).

It is so easy these days to have AI make some historic financial overview of business performances. Below is a table generated by...
Wednesday at 5:01 AM
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Fred Chen reacted to Xebec's post in the thread ASML Statement on Strengthening Focus on Engineering and Innovation with Like.

This is a really complex one; AI may play a small role here (imo), but this sounds more like a 'we grew really fast, now we need to...

Wednesday at 4:59 AM
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Fred Chen reacted to Barnsley's post in the thread ASML Statement on Strengthening Focus on Engineering and Innovation with Wow.

Job cuts agogo ...

Wednesday at 4:59 AM
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Fred Chen reacted to soAsian's post in the thread ASML Statement on Strengthening Focus on Engineering and Innovation with Like.

Is this good or bad? Is this the golden age or ASML seeing the AI bubble pop and trying to prepare for the upcoming crash? 😲...

Wednesday at 4:58 AM

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