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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
T
I expected Intel Foundry to flop from the get go. Intel has been half-assedly trying at it for years with pathetic results. IBM and AMD...
Jul 28, 2025
T
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
T
Personally, I was thinking about TSMC's N4 and later processes.
It wasn't a problem with TSMC's technology, but I wanted to say about...
Jul 28, 2025
X
Practically Tesla's fab now. Maybe they can handle the tool installations from the very beginning!
Jul 28, 2025
T
This story and What does it have to do with Strongarm?
I think it's a bit unreasonable
Apart from that, instead of strongarm, there...
Jul 28, 2025
B
This may have been a Texas thing. Elon moved Tesla HQ from Palo Alto to Austin in 2021 due to a tiff with Gavin Newsome, Governor of...
Jul 28, 2025
X
I agree, this is the type of deal that Intel Foundry can do. It is more than just wafer sales, they really are joint development...
Jul 28, 2025
B
This situation marks four wins and one loss:
(1) Tesla successfully diversified its supply chain, cutting costs;
(2) Samsung landed a...
Jul 28, 2025
B
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
TSMC has been making Tesla's chips without problem. The first one was on N7 and the new one is on N4. Samsung made Tesla chips on 14nm...
Jul 28, 2025
T
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
T
This situation marks four wins and one loss:
(1) Tesla successfully diversified its supply chain, cutting costs;
(2) Samsung landed a...
Jul 28, 2025
T
This may have been a Texas thing. Elon moved Tesla HQ from Palo Alto to Austin in 2021 due to a tiff with Gavin Newsome, Governor of...
Jul 28, 2025
Like.
S when someone claims himself very very familar with the foundry business, does that imply he needs to have helped create the industry...
Daniel Nenni replied to the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal.TSMC has been making Tesla's chips without problem. The first one was on N7 and the new one is on N4. Samsung made Tesla chips on 14nm...