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Remember, Intel is also strong in packaging. Intel Foundry can get a chiplet and packaging order since TSMC does not package foreign...
Wednesday at 12:29 PM
After the surprise TSMC $56B 2026 CAPEX announcement this is not unexpected. The layoff however was. Maybe it is AI related? Amazon is...
Wednesday at 12:24 PM
EINDHOVEN, Netherlands, Jan 28 (Reuters) - ASML reported record fourth-quarter orders and raised its 2026 outlook on Wednesday, although...
Wednesday at 12:22 PM
No idea.
It is kind of interesting that the USA, because of national security reasons, has decided to subsidize its national "21st...
Wednesday at 12:13 PM
I do not see Intel reclaiming the glory days of the x86 monopoly but I do see the possibility of them being a thriving business. x86...
Wednesday at 12:13 PM
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 12:09 PM
By and large, each Scout is competing against himself or herself, not against other Scouts. Once a Scout completes the required...
Wednesday at 11:02 AM
It seems just yesterday they raised $35M on a 700M valuation seed money. Perhaps just one of the crazy AI boom "dump" money gets thrown...
Wednesday at 10:32 AM
From an industry perspective, the valuation is less surprising than the implied execution plan behind it.
End-to-end EDA development is...
Wednesday at 10:32 AM
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Wednesday at 10:27 AM
S
given the direction of the new management, which is much more certainly of ROI before any investment, they are playing a very LONG game.
Wednesday at 10:23 AM
People always talk about and compare the PPA (Power, Performance, and Area) in the semiconductor industry. In reality, it should be...
Wednesday at 10:03 AM
I
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Wednesday at 9:59 AM
D
Full-year 22nm revenue increases 93% YoY, reaching record high in Q4 2025
2025 earnings per share of NT$3.34
Fourth Quarter 2025...
Wednesday at 9:53 AM
But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...
Wednesday at 9:48 AM
Daniel Nenni replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.Remember, Intel is also strong in packaging. Intel Foundry can get a chiplet and packaging order since TSMC does not package foreign...
user nl replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.No idea. It is kind of interesting that the USA, because of national security reasons, has decided to subsidize its national "21st...
Like.
It is so easy these days to have AI make some historic financial overview of business performances. Below is a table generated by...
hist78 replied to the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030.By and large, each Scout is competing against himself or herself, not against other Scouts. Once a Scout completes the required...
