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During the last year many discussions on this SemiWiki website centered on the reasons why Intel started struggling versus the success...
Jan 30, 2026
That's the reality nowadays -- basic pitches that set cell size (M0 and CPP) are almost identical for N3/N2/A16/A14, the gate density...
Jan 30, 2026
Without High NA EUV
Without Dry Photoresist
Without Pattern Sharpening
Only rely on Double / Quad Patterning, we know the story of...
Jan 30, 2026
we went through this 5 years ago with the rumors. Lets see when we get commits, tapeouts and Wafers.
And again, the issue isnt only...
Jan 30, 2026
D
I have worked with multiple factories in Singapore. US can get within 5% on Fab wafer cost (Singapore can be expensive on many items)...
Jan 30, 2026
D
You mean add another not-really-big-enough-volume (and late to market!) process to the one they're already got -- plus you need...
Jan 30, 2026
D
It's not that simple, the metal stack and processing and qualification and DK and extraction and layout and libraries and SRAMs and...
Jan 30, 2026
I
That's the reality nowadays -- basic pitches that set cell size (M0 and CPP) are almost identical for N3/N2/A16/A14, the gate density...
Jan 30, 2026
D
Depends what you mean by "most customers"... ;-)
TSMC have said the BSPD (A16 process as opposed to N2) is suitable for HPC chips with...
Jan 30, 2026
E
I don't know where you get 18A being a competitor to N2 from -- 18A competes with N3, 14A competes with A16 which is the BSPD version of...
Jan 30, 2026
E
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Jan 30, 2026
E
And the market's reaction to Microsoft's comments today:
Jan 30, 2026
E
It's interesting that it's like a U-curve for hardware -- the (late) 1970s and 1980s had a LOT of custom silicon, 1990s saw...
Jan 30, 2026
T
"Musk, who has made a number of inaccurate forecasts about robotaxi rollout".
IIRC, he's got a 100% record on this.
This bloke...
Jan 29, 2026
S
I don't know where you get 18A being a competitor to N2 from -- 18A competes with N3, 14A competes with A16 which is the BSPD version of...
Jan 29, 2026
user nl posted the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets in SemiWiki Main Forum ( Ask the Experts! ).During the last year many discussions on this SemiWiki website centered on the reasons why Intel started struggling versus the success...
Xebec reacted to IanD's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with
Like.
That's the reality nowadays -- basic pitches that set cell size (M0 and CPP) are almost identical for N3/N2/A16/A14, the gate density...
kvas reacted to MKWVentures's post in the thread Intel Secures TSMC Overflow Orders, Challenging Samsung Foundry with
Haha.
And the market's reaction to Microsoft's comments today: