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Latest activity

What's new Featured content New posts Latest activity

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swka reacted to IanD's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...

Jan 28, 2026
Daniel Nenni replied to the thread Taiwan Prosecutors Announce First Major Semiconductor Indictments under New National Security Framework.

I think their name will come up soon. Taiwan really is cracking down on IP theft. CC Wei seems to have a much harder line on IP theft...

Jan 28, 2026
hist78 replied to the thread Taiwan Prosecutors Announce First Major Semiconductor Indictments under New National Security Framework.

I’m wondering to what extent Japan's Rapidus is involved in this scandal, if at all.

Jan 28, 2026
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swka reacted to Artificer60's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with 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...

Jan 28, 2026
hist78 reacted to user nl's post in the thread Pumping the oil of the 21st century: TSMC versus INTEL with Like.

It is so easy these days to have AI make some historic financial overview of business performances. Below is a table generated by...

Jan 28, 2026
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MKWVentures reacted to IanD's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...

Jan 28, 2026
hist78 reacted to Daniel Nenni's post in the thread UMC Reports Fourth Quarter 2025 Results with Like.

Full-year 22nm revenue increases 93% YoY, reaching record high in Q4 2025 2025 earnings per share of NT$3.34 Fourth Quarter 2025...

Jan 28, 2026
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MKWVentures replied to the thread Micron’s memory map: why Taiwan, Singapore, and the U.S. each matter differently.

I wouldnt over complicate it. Micron makes the best decision at the time based on the ROI. Micron has had Development and limited...

Jan 28, 2026
hist78 reacted to Daniel Nenni's post in the thread Micron’s memory map: why Taiwan, Singapore, and the U.S. each matter differently with Like.

Andrew ChenAndrew Chen Taken individually, Micron Technology’s recent moves look like routine capacity expansion. Seen together, they...

Jan 28, 2026
hist78 reacted to t2msemi2018's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with Like.

Custom silicon only creates value when software, tools, and deployment are co-developed alongside it—otherwise, even the most advanced...

Jan 28, 2026
Daniel Nenni posted the thread Micron’s memory map: why Taiwan, Singapore, and the U.S. each matter differently in SemiWiki Main Forum ( Ask the Experts! ).

Andrew ChenAndrew Chen Taken individually, Micron Technology’s recent moves look like routine capacity expansion. Seen together, they...

Jan 28, 2026
Daniel Nenni posted the thread UMC Reports Fourth Quarter 2025 Results in SemiWiki Main Forum ( Ask the Experts! ).

Full-year 22nm revenue increases 93% YoY, reaching record high in Q4 2025 2025 earnings per share of NT$3.34 Fourth Quarter 2025...
Jan 28, 2026
Xebec reacted to Fred Chen's post in the thread ASML Statement on Strengthening Focus on Engineering and Innovation with Like.

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

Jan 28, 2026
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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...

Jan 28, 2026
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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...

Jan 28, 2026

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