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There are two parts to IFS, one is filling existing fabs and two is partnering with big a customer on new fabs. If a big customer does...
Jul 25, 2025
B
This will be the ultimate test to your theory....
Jul 25, 2025
B
I guess that Apples and Nvidias do not give a shxt about monopoly prices, as long as their competitors are paying the same prices. Also...
Jul 25, 2025
B
It is a subtle warning to the entire semiconductor ecosystem. One which I will be repeating at every possibility. Are you hearing me...
Jul 25, 2025
B
I really agree with you
As a Japanese, I've seen the Japanese semiconductor industry stay away from semiconductor manufacturing for a...
Jul 25, 2025
D
To save everyone's time, she uses '0.2nm' for the A2 node on the IMEC roadmap. The video discusses IMEC's vision for the A2 node.
Jul 25, 2025
D
TSMC, of course, but not if Taiwan is invaded. I trust China to execute on a threat more than I do the US (like about Greenland). It...
Jul 25, 2025
D
It's a subtle warning to US Government as well.
Jul 25, 2025
K
So, what is the worst case for IFS? It seems to me that it won't be too bad for Intel, even if 14A doesn't work out. 18A could be a...
Jul 25, 2025
+1 from me for your effort 🤣🤣🤣 you should add +1 reaction to the forum it's really useful
Jul 25, 2025
S
I guess that Apples and Nvidias do not give a shxt about monopoly prices, as long as their competitors are paying the same prices. Also...
Jul 25, 2025
S
Could the TSMC AZ wafers be cheaper than Taiwan wafers with Tariffs? Go TSMC AZ!
Jul 25, 2025
S
I don’t see customers shelling out 10s of billions to Intel to build them a fab when Intel has no track record of success when it comes...
Jul 25, 2025
S
+1 from me for your effort 🤣🤣🤣 you should add +1 reaction to the forum it's really useful
Jul 25, 2025
S
It is a subtle warning to the entire semiconductor ecosystem. One which I will be repeating at every possibility. Are you hearing me...
Jul 25, 2025
Daniel Nenni replied to the thread Intel 10Q filing - We may cancel 14A if we do not win a large external customer.There are two parts to IFS, one is filling existing fabs and two is partnering with big a customer on new fabs. If a big customer does...
Like.
This will be the ultimate test to your theory....