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It's a good point @bilau , you don't have to have a very significant portion of a market to crash it.
Feb 28, 2026
You can add:
Chek-San (CS) Leong
· 1st Senior Director, Head of IP and Chiplet Ecosystem Alliance at Intel Foundry.
After 4.5 years, I...
Feb 28, 2026
S
Is that a good thing? what if the AI bubble pop? isn't Apple a better and stable customer?
Feb 28, 2026
N
for Intel 18A, Intel R&D was/is confident about 32nm with EUV Low NA 0.33 Direct Print, but can Intel Volume Manufacturing yield?
for...
Feb 28, 2026
S
Rumors I am hearing is that in the next couple months there will be a lot fewer VPs. All second hand, so take it for what it is worth...
Feb 28, 2026
S
uh just cause Intel doesn't use HD cell doesn't mean they can't do it if someone doesn't uses TSMC HP Cell does that mean TSMC can't do it?
Feb 28, 2026
N
for BEOL M0 32nm with EUV Low NA 0.33 Direct Print, Intel R&D is confident but Intel Volume Manufacturing cannot yield? source =...
Feb 28, 2026
This is very concerning. Hopefully there is a good explanation but I cannot think of one.
Feb 28, 2026
https://www.linkedin.com/company/usembassykl/posts/?feedView=all
It would be hard to believe that Broadcom would not use Intel Foundry.
Feb 28, 2026
just heard this term
BANANA (Build Absolutely Nothing Anywhere Near Anyone/Anything)
we apparently have too many of those
Feb 28, 2026
A
Rumors I am hearing is that in the next couple months there will be a lot fewer VPs. All second hand, so take it for what it is worth...
Feb 28, 2026
just heard this term
BANANA (Build Absolutely Nothing Anywhere Near Anyone/Anything)
we apparently have too many of those
Feb 28, 2026
S
just heard this term
BANANA (Build Absolutely Nothing Anywhere Near Anyone/Anything)
we apparently have too many of those
Feb 28, 2026
Tesla is using both Samsung and TSMC. I do hope Elon Musk is working with Lip-Bu Tan but I hear that the AI6 chip is in trouble. The...
Feb 28, 2026
Samsung Foundry sells on price, which is good, but now they also sell on capacity since TSMC capacity is tight. Even so, I am not seeing...
Feb 28, 2026
siliconimist replied to the thread Chinese DDR5 RAM: Is This the Solution to Crazy Memory Prices?.It's a good point @bilau , you don't have to have a very significant portion of a market to crash it.
Daniel Nenni replied to the thread Intel Foundry, losing key people in 2025-2026.You can add: Chek-San (CS) Leong · 1st Senior Director, Head of IP and Chiplet Ecosystem Alliance at Intel Foundry. After 4.5 years, I...
Like.
Rumors I am hearing is that in the next couple months there will be a lot fewer VPs. All second hand, so take it for what it is worth...
Xebec reacted to swka's post in the thread Micron’s $100B megafab in NY is at risk of delay due to just 6 “concerned citizens” and their frivolous lawsuit. with
Haha.
just heard this term BANANA (Build Absolutely Nothing Anywhere Near Anyone/Anything) we apparently have too many of those
