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News from the "Coal Face"
SINGAPORE – EUV Tech, a major US-based manufacturer of extreme ultraviolet metrology equipment essential for...
Jan 28, 2026
N
Samsung Foundry is behind TSMC, trying to catch/mimic TSMC as much as possible but yield is still low
Intel 5N4Y = Intel 7, Intel 4/3...
Jan 28, 2026
News from the "Coal Face"
SINGAPORE – EUV Tech, a major US-based manufacturer of extreme ultraviolet metrology equipment essential for...
Jan 28, 2026
A
There are also several cost savings or design advantages that custom CPU chips can provide:
1. No hidden costs for marketing, sales...
Jan 28, 2026
B
News from the "Coal Face"
SINGAPORE – EUV Tech, a major US-based manufacturer of extreme ultraviolet metrology equipment essential for...
Jan 28, 2026
A
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Jan 28, 2026
A
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
A
The “NOT TSMC” market is shrinking or even disappearing day by day, partly thanks to Trump.
When Trump forced TSMC to commit $250...
Jan 28, 2026
A
Great analysis! Thanks. Do you have any thoughts on how Intel can get out of this downward spiral?
Dominant does not necessarily mean...
Jan 28, 2026
This is another mistake made by Google Gemini. It fabricated a claim that, in mid‑2025, Congress passed the BASIC Act (Building Advanced...
Jan 28, 2026
"At the same time TSMC can not complain: they got Chips-act money, cheap loan, 35% tax break and loan guarantees by the Taiwan...
Jan 28, 2026
agree on this is much more than an EDA tool play. As I mentioned, makes better sense to be able to tune out custom ASIC (XPU) in a much...
Jan 28, 2026
That's true for specialized ASICs, but many (most perhaps) of these custom chips are Arm-based CPUs using mostly Arm IP for functional...
Jan 28, 2026
I can assure you that if Intel or Intel Foundry Service needs this level of government intervention just to survive, similar to many...
Jan 28, 2026
S
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Jan 28, 2026
Like.
News from the "Coal Face" SINGAPORE – EUV Tech, a major US-based manufacturer of extreme ultraviolet metrology equipment essential for...
hist78 reacted to Barnsley's post in the thread EUV Tech - Major US semicon equipment firm opens first global office in Singapore to serve Asia customers with
t2msemi2018 reacted to swka's post in the thread AI chip startup Ricursive has raised $300M at a $4B valuation, led by Lightspeed Venture Partners. with
