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I agree with you that the foundry market needs more competition. But does that automatically mean there is enough demand for a company...
Jan 29, 2026
F
Intel was like that. I agreed with the concept in principle, but as usual in big companies the implementation often produced the wrong...
Jan 28, 2026
F
seems very similar to what intel has been doing, cutting middle management, reduce level of hierarchy, enabling faster decision, at...
Jan 28, 2026
Yes, Gemini can sometimes "reason" correctly but give wrong details. But it seems it has quite advanced "knowledge" about lots of stuff...
Jan 28, 2026
Yes, you’re right. Thank you. The Investment Tax Credit was increased from 25% to 35% by the One Big Beautiful Bill Act. But this also...
Jan 28, 2026
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
Yes, you’re right. Thank you. The Investment Tax Credit was increased from 25% to 35% by the One Big Beautiful Bill Act. But this also...
Jan 28, 2026
F
The Tongluo fab is not DRAM: https://evertiq.com/news/55663
PSMC started construction of the USD 9.72 billion fab in 2021 in order to...
Jan 28, 2026
I'm no ITC tax lawyer specialist but it seems this 35% change was part of the OneBigBBillAct signed by Trump in July 2025...
Jan 28, 2026
I'm no ITC tax lawyer specialist but it seems this 35% change was part of the OneBigBBillAct signed by Trump in July 2025...
Jan 28, 2026
I'm no ITC tax lawyer specialist but it seems this 35% change was part of the OneBigBBillAct signed by Trump in July 2025...
Jan 28, 2026
Au contraire, I think the NOT TSMC market will be bigger than ever. I credit Lip-Bu Tan. People trust him, he can do big deals, the man...
Jan 28, 2026
M
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
M
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
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...
Jan 28, 2026
hist78 replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.I agree with you that the foundry market needs more competition. But does that automatically mean there is enough demand for a company...
Like.
Intel was like that. I agreed with the concept in principle, but as usual in big companies the implementation often produced the wrong...
user nl replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.Yes, Gemini can sometimes "reason" correctly but give wrong details. But it seems it has quite advanced "knowledge" about lots of stuff...
t2msemi2018 reacted to NY_Sam2's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with
Daniel Nenni reacted to user nl's post in the thread Pumping the oil of the 21st century: TSMC versus INTEL with
Haha.
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...