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S
Unfortunately this is the story of how Intel lost it's Foundry business.
The same exact thing happened when Otellini wasn't willing to...
Jul 28, 2025
F
Yes, I can imagine CC Wei (and all of TSMC customers) would not appreciate it when Elon is messing around TSMCs Fabs in Arizona and...
Jul 28, 2025
F
A little more on perhaps why Samsung:
Curious how Musk will react if Samsung yields in TX follow their pattern of low yields in SK on...
Jul 28, 2025
M
This situation marks four wins and one loss:
(1) Tesla successfully diversified its supply chain, cutting costs;
(2) Samsung landed a...
Jul 28, 2025
Come to think of it, in the paper of Moore, the origin that became the law of Moore, foreseen the occurrence of chiplets.
It is in the...
Jul 28, 2025
Yes, I can imagine CC Wei (and all of TSMC customers) would not appreciate it when Elon is messing around TSMCs Fabs in Arizona and...
Jul 28, 2025
X
A little more on perhaps why Samsung:
Curious how Musk will react if Samsung yields in TX follow their pattern of low yields in SK on...
Jul 28, 2025
X
Unfortunately this is the story of how Intel lost it's Foundry business.
The same exact thing happened when Otellini wasn't willing to...
Jul 28, 2025
X
I knew that Samsung gave very very good terms for Tsla's Hw3 manufacturing, even though it was a fairly small business initially.
The...
Jul 28, 2025
C
Knowing how Elon/Tesla works, it was probably a combination of price and control. Tesla will strong arm it's suppliers and wants a lot...
Jul 28, 2025
C
I think being the CEO of Cadence, a leading EDA firm, counts. The foundry business would not be possible without the EDA business, they...
Jul 28, 2025
Perhaps a nice move by TSMC to let the world "know" they are not running a (quasi)-monopoly ;) Samsung is taking business from them!
Jul 28, 2025
Does Samsung has also advanced packaging developments to handle the 800 Watt? Do they also move to photonics-co-packaged at Samsung's...
Jul 28, 2025
K
S
when someone claims himself very very familar with the foundry business, does that imply he needs to have helped create the industry...
Jul 28, 2025