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Y
That recycled water is actually ultra pure and it meets semiconductor manufacturing standards.
Jul 25, 2025
D
UMC stuck at 28nm for almost 10 yrs now.
Don't bet on UMC.
Jul 25, 2025
Y
That’s true. I’m sure the Singapore govt has that money. But they are sonewhat frugal and won’t spent 10 billion incentives unless there...
Jul 25, 2025
B
In Singapore are tearing up the golf courses for building projects, world leader in water recycling [Newater] and can get any amount of...
Jul 25, 2025
Y
I suppose the idea here is trying to not just bet on one name only
Jul 25, 2025
Y
I just think Jensen had some really bad blood with the old Intel. Also, I think Jensen and pat also know each other well but that didn’t...
Jul 25, 2025
B
UMC have just completed their Expansion of there 12i FAB here.
Sadly Singapore Govt doesnt have the pockets to drop "Leading Edge"...
Jul 25, 2025
Y
Thanks. I didn’t know that
Jul 25, 2025
Y
Hmm. There should be enough of these. After all they produce 11% of the world’s chip.
Jul 25, 2025
K
Qualcomm and broadcom are more likely external customers. And if I heard it correctly, LB mentioned "two customers".
Actually apple...
Jul 25, 2025
K
Y.H, this analyst (Jeff Pu, who has an OK track record on Mac Rumors - he's in Hong Kong) believes that Apple is engaging with
Intel on...
Jul 25, 2025
K
Worst case is 14A abandoned milk 18A+++ mix and match using advanced packing.
Jul 25, 2025
B
Chinese scientists have developed a novel method for the mass production of high-quality "golden semiconductor" indium selenide, paving...
Jul 25, 2025
T
I don't worry about Internal if they see meaningful external commitment they will force Intel Product to move around a bit.
Jul 25, 2025
T
Apple does full chip SoCs so they would be a great partner. Nvidia has designs with chiplets which would be an easy fit for Intel 14A...
Jul 25, 2025
Like.
Y.H, this analyst (Jeff Pu, who has an OK track record on Mac Rumors - he's in Hong Kong) believes that Apple is engaging with Intel on...