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M
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 9:34 PM
J
That would help, but being more expensive isn't really the biggest issue, it's that for lower-power chips with less dense power grids...
Wednesday at 9:32 PM
L
News from the "Coal Face"
SINGAPORE – EUV Tech, a major US-based manufacturer of extreme ultraviolet metrology equipment essential for...
Wednesday at 9:21 PM
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...
Wednesday at 9:16 PM
News from the "Coal Face"
SINGAPORE – EUV Tech, a major US-based manufacturer of extreme ultraviolet metrology equipment essential for...
Wednesday at 9:10 PM
A
There are also several cost savings or design advantages that custom CPU chips can provide:
1. No hidden costs for marketing, sales...
Wednesday at 9:06 PM
B
News from the "Coal Face"
SINGAPORE – EUV Tech, a major US-based manufacturer of extreme ultraviolet metrology equipment essential for...
Wednesday at 9:05 PM
A
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Wednesday at 9:01 PM
A
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 8:59 PM
A
The “NOT TSMC” market is shrinking or even disappearing day by day, partly thanks to Trump.
When Trump forced TSMC to commit $250...
Wednesday at 8:53 PM
A
Great analysis! Thanks. Do you have any thoughts on how Intel can get out of this downward spiral?
Dominant does not necessarily mean...
Wednesday at 8:49 PM
This is another mistake made by Google Gemini. It fabricated a claim that, in mid‑2025, Congress passed the BASIC Act (Building Advanced...
Wednesday at 8:48 PM
"At the same time TSMC can not complain: they got Chips-act money, cheap loan, 35% tax break and loan guarantees by the Taiwan...
Wednesday at 8:03 PM
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...
Wednesday at 8:03 PM
That's true for specialized ASICs, but many (most perhaps) of these custom chips are Arm-based CPUs using mostly Arm IP for functional...
Wednesday at 8:02 PM