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A
As I mentioned before, to my surprise, the yield did increase 7% per month over the last year (1.07x mor3 DPW each month). The yield...
Jun 1, 2026
A big difference this time around is that Lip-Bu Tan brought in PDF Solutions to help with yield. They are experts and outside eyes...
Jun 1, 2026
As I mentioned before, to my surprise, the yield did increase 7% per month over the last year (1.07x mor3 DPW each month). The yield...
Jun 1, 2026
S
They need to ramp down Intel 7 and increase Intel 3/18A output if IFS needs to show to be profitable now is a perfect time to ramp Intel...
Jun 1, 2026
S
As I mentioned before, to my surprise, the yield did increase 7% per month over the last year (1.07x mor3 DPW each month). The yield...
Jun 1, 2026
M
you are going back to the past. In the past, IFS was a cost center with zero P&L. All costs and losses were allocated to BUs.
As part...
Jun 1, 2026
F
As I mentioned before, to my surprise, the yield did increase 7% per month over the last year (1.07x mor3 DPW each month). The yield...
Jun 1, 2026
M
Intel needs to save itself first before considering to save anyone else.
Jun 1, 2026
M
As I mentioned before, to my surprise, the yield did increase 7% per month over the last year (1.07x mor3 DPW each month). The yield...
Jun 1, 2026
My understanding is that NVidia had this stuff locked up many months ago because there is precisely 1 company in Japan that makes it...
Jun 1, 2026
MediaTek’s AI ambitions are expanding far beyond chip design.
As Google ramps up its TPU efforts, MediaTek is quietly moving to secure...
Jun 1, 2026
News Summary:
NVIDIA CUDA-X libraries and AI models are accelerating TSMC workloads across lithography, transistor and process...
Jun 1, 2026
C
My understanding is that NVidia had this stuff locked up many months ago because there is precisely 1 company in Japan that makes it...
Jun 1, 2026
B
Claus Aalhom had an interesting take on this topic the other day...
Jun 1, 2026
Like.
As I mentioned before, to my surprise, the yield did increase 7% per month over the last year (1.07x mor3 DPW each month). The yield...
Daniel Nenni replied to the thread Morgan Stanley reports Intel 18A yield at 50%.A big difference this time around is that Lip-Bu Tan brought in PDF Solutions to help with yield. They are experts and outside eyes...
Xebec reacted to coldsolder215's post in the thread Exclusive: Inside MediaTek's Push to Lock Up T-Glass Supply — The Risks Behind Google's TPU Deal with