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S
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
A
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
Yes, IDM 3.0. I'm posting an article first thing tomorrow morning. This Terafab thing is definitely a chicken-little moment that we will...
Apr 23, 2026
A
More from LBT in the Intel earnings call today. Just touches on Terafab but sounds like 14A is going about as well as one could hope...
Apr 23, 2026
C
Intel licensing 14A process to Terafab is like weaning them off, if not creating a competitor.
Apr 23, 2026
V
Why can’t Intel Foundry provide manufacturing services to SpaceX, xAI, and Tesla instead of helping Elon Musk build his own fabs and...
Apr 23, 2026
F
Intel licensing 14A process to Terafab is like weaning them off, if not creating a competitor.
Apr 23, 2026
F
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
F
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
F
More from LBT in the Intel earnings call today. Just touches on Terafab but sounds like 14A is going about as well as one could hope...
Apr 23, 2026
F
More from LBT in the Intel earnings call today. Just touches on Terafab but sounds like 14A is going about as well as one could hope...
Apr 23, 2026
C
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
C
With this current weird industry fixation on chips being measured in (Giga)Watts, that sentence confused me for a moment.. :)
Apr 23, 2026
C
Kevin zhang has been consistently saying for the past few years that the cost of high NA is too high...
Apr 23, 2026
Haha.
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...
Like.
It shows very different strategic thinking between a foundry (like TSMC) and an IDM (like Intel). To decide whether an expensive tool...
Daniel Nenni replied to the thread Exclusive: Intel Tells Staff It Will Disclose Scope Of Work With Elon Musk In ‘Coming Weeks’.Yes, IDM 3.0. I'm posting an article first thing tomorrow morning. This Terafab thing is definitely a chicken-little moment that we will...