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I
I didn't say the price hike was 100%, I said that a price hike (of whatever size) was 100% certain to happen, compared to a much smaller...
Thursday at 8:39 AM
S
agreed.
I think the assumption of 100% price increase of the chip is the problem and AMD has said the price is roughly 5-15% higher in...
Thursday at 8:36 AM
I
No of course you can't -- all I was saying is that chip pricing matters more at the low end, at the high end you can charge more to...
Thursday at 8:20 AM
S
at the top end of product can you justify having delays ? a 150-160mm2 chip would be better than a 400-500mm2 Chip for doing...
Thursday at 8:11 AM
I
Still doesn't work though does it, using a more expensive process for the cheapest product?
(at the top end you can justify premium...
Thursday at 8:01 AM
I
Isn't that your post at the top of the thread? That's where I got the quote from.
If the text isn't yours you need to make this clear...
Thursday at 8:00 AM
S
I do not recall saying 3x cost, it certainly is not. If you are going to compare cost it should be TSMC AZ cost vs Intel cost at...
Thursday at 7:57 AM
S
should have clarified i meant from like Apple's lineup point of view like lowest end M series
Thursday at 7:56 AM
I do not recall saying 3x cost, it certainly is not. If you are going to compare cost it should be TSMC AZ cost vs Intel cost at...
Thursday at 7:56 AM
I
Why cheap, when Daniel said "Intel’s cost per chip runs around three times TSMC’s, and its yields trail well behind"?
Thursday at 7:52 AM
F
Intel at SPIE-Feb, from 2024 to 2026, which team is talking, Dev or Prd?
Thursday at 7:33 AM
Intel at SPIE-Feb, from 2024 to 2026, which team is talking, Dev or Prd?
Thursday at 7:17 AM
Indeed -- but my point was that in N2 TSMC *already* have a smaller M0 pitch than single-exposure high-NA can deliver, as you said: "No...
Thursday at 7:13 AM
S
Intel have had a pre-production tool since 2024.
That's not the same as having multiple production tools running on a production line...
Thursday at 7:00 AM
S
Yeah it can be a cheap M series variant
Thursday at 7:00 AM
Like.
I do not recall saying 3x cost, it certainly is not. If you are going to compare cost it should be TSMC AZ cost vs Intel cost at...
Daniel Nenni replied to the thread Trump says Apple will build chips with Intel in the US.I do not recall saying 3x cost, it certainly is not. If you are going to compare cost it should be TSMC AZ cost vs Intel cost at...
Intel at SPIE-Feb, from 2024 to 2026, which team is talking, Dev or Prd?