Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=111227
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2031070
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
O
I would argue that Intel has gotten into the habit of relying on their foundry to "bail them out" with amazing process advances. When...
Apr 23, 2026
O
It shows very different strategic thinking between a foundry (like TSMC) and an IDM (like Intel).
To decide whether an expensive tool...
Apr 23, 2026
I think you are confusing some comments like I did until I was corrected last week.
1) Terafab in Texas is not a terafab. it is an R&D...
Apr 23, 2026
X
I think that makes sense. As AMD has more market cap, let AMD and others do it.
Intel is actively working on some key projects, like...
Apr 23, 2026
K
@XYang2023 ,
I know you stay close to what Intel is doing. Just saw this today...
Apr 23, 2026
K
I respect your opinions and appreciate your insights, but you and that analyst guy, Stacy, are the closest to a 'bean counter' type of...
Apr 23, 2026
M
I think you are confusing some comments like I did until I was corrected last week.
1) Terafab in Texas is not a terafab. it is an R&D...
Apr 23, 2026
FWIW I think he worded it as "allocated this year", more in 2027..
Apr 23, 2026
Well its just 3B this year to start. They will get a building and a start on tools.
We still dont know the process or what the plans...
Apr 23, 2026
With this current weird industry fixation on chips being measured in (Giga)Watts, that sentence confused me for a moment.. :)
Apr 23, 2026
Assume for this scenario that TeraFab or TeraLab will take three years to construct the facility and acquire/install all the necessary...
Apr 23, 2026
It shows very different strategic thinking between a foundry (like TSMC) and an IDM (like Intel).
To decide whether an expensive tool...
Apr 23, 2026
B
Appreciate many here like to stroke Musk ego.
3Bn maybe get you 1 litho tool and 1 inspection/ repair tool at the top end.
GF just...
Apr 23, 2026
M
With this current weird industry fixation on chips being measured in (Giga)Watts, that sentence confused me for a moment.. :)
Apr 23, 2026
Like.
It shows very different strategic thinking between a foundry (like TSMC) and an IDM (like Intel). To decide whether an expensive tool...
Xebec reacted to MKWVentures's post in the thread Tesla Earnings Call - Intel 14A, Research (Tera)Fab details, Supplier Leverage? with
hist78 reacted to Xebec's post in the thread Tesla Earnings Call - Intel 14A, Research (Tera)Fab details, Supplier Leverage? with
Haha.
With this current weird industry fixation on chips being measured in (Giga)Watts, that sentence confused me for a moment.. :)