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They generally do not count foundry revenue since it will be double counting. Yes we will hit $1T before 2030 but it is the ASPs that...
Feb 6, 2026
They generally do not count foundry revenue since it will be double counting. Yes we will hit $1T before 2030 but it is the ASPs that...
Feb 6, 2026
L
The issue is how cool you have to keep the lower face of the heatsink/package lid that contacts the top of the die, and how much hotter...
Feb 6, 2026
OK I looked up and these seem to be the monthly reporting companies. Intel and AMD got out some years ago, but it seems they are somehow...
Feb 6, 2026
a nice article by SEMIVISION, link = https://tspasemiconductor.substack.com/p/can-zam-replace-hbm-intel-and-softbank
Feb 6, 2026
Intel product carried by Intel Fabs? Look at Intel Products going external and messing it up you seem to have forgotten the edge Fabs...
Feb 6, 2026
Question to people in this community:
when TSMC sells a chiptile of say $20 to INTEL and INTEL puts that in one of their highend chips...
Feb 6, 2026
The goal of reaching $1 trillion revenue by 2030 for the semiconductor industry will achieve earlier by 4 years.
Feb 6, 2026
S
It was a rhetorical question
Feb 6, 2026
“The global semiconductor industry posted its highest-ever annual sales in 2025, nearly hitting $800 billion, and global sales in 2026...
Feb 6, 2026
"Intel product carried by Intel Fabs?"
I'm not sure if I understand you clearly?
Feb 6, 2026
“The global semiconductor industry posted its highest-ever annual sales in 2025, nearly hitting $800 billion, and global sales in 2026...
Feb 6, 2026
A
Im just saying Intel is not constrained by TSMC, they are constrained by IFS ..... @siliconbruh999 may be correct on product issues...
Feb 6, 2026
D
Sorry to disappoint you, but there are no usable dielectric materials which are low thermal resistance and low-k which can be used for...
Feb 6, 2026
F
PC makers are getting desperate for memory chips.
The ongoing memory chip shortage is forcing leading PC makers to consider sources...
Feb 6, 2026