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@Daniel Nenni
Congratulations to you and the fellow bloggers. SemiWiki is getting much more attention and mention now.
Feb 5, 2026
I wish they would use AI.........
Feb 5, 2026
If you ever start writing like this, Dan, I'm leaving SemiWiki.
Feb 5, 2026
Intel has attracted plenty of chatter over the past few weeks, with talk that Apple could come crawling back for some M-series work, but...
Feb 5, 2026
"Datacenters are the priority and the winners. Who are the losers?"
Answer: Intel, and to certain degree AMD.
Feb 5, 2026
I
There's not a lot you can do to lower the thermal resistance of the dielectrics used in the signal layers, low-k and ultra-low-k are...
Feb 5, 2026
Around the world, anything related to national security and sovereignty is not limited to cost considerations alone. Trump’s political...
Feb 5, 2026
S
It is also possible these laptop CPUs are clocked lower to mitigate some of these thermal issues and they also operate at much lower...
Feb 5, 2026
Dan puts this well. No one is really saying "I will look at TSMC and Rapidus in parallel to see who wins". If you are "not TSMC"...
Feb 5, 2026
S
If you mean that TSMC can demand big margins for their bleeding-edge process because there's no competition, then that's true as their...
Feb 5, 2026
S
Process progress used to be very fast in the days of Dennard scaling when dimensions really did scale linearly with the headline node...
Feb 5, 2026
S
Which just shows how little you understand about process technology -- meaning DTCO and layout and transistor access, as well as the raw...
Feb 5, 2026
D
PS- This answer is just a reflection of unfortunate reality! not in any way political.
Feb 5, 2026
D
It is also possible these laptop CPUs are clocked lower to mitigate some of these thermal issues and they also operate at much lower...
Feb 5, 2026
It seems Wall Street is somewhat concerned about these huge capex investments for the large hyperscalers and wonders about the ROIC for...
Feb 5, 2026
Xebec reacted to hist78's post in the thread Intel’s 18A rumors meet a thermal brick wall says SemiWiki with
Like.
@Daniel Nenni Congratulations to you and the fellow bloggers. SemiWiki is getting much more attention and mention now.
Haha.
Intel has attracted plenty of chatter over the past few weeks, with talk that Apple could come crawling back for some M-series work, but...
hist78 replied to the thread Google passes TSMC relative capex in 2026."Datacenters are the priority and the winners. Who are the losers?" Answer: Intel, and to certain degree AMD.
user nl replied to the thread Google passes TSMC relative capex in 2026.It seems Wall Street is somewhat concerned about these huge capex investments for the large hyperscalers and wonders about the ROIC for...