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Samsung hasn't had a good yielding process since like 8nm? that was the last time i saw them ship large dies in volume.
Jul 31, 2025
Y
I think Bernstein argument is the HBM business give significant stamina to Samsung. Foundry. Also having your R&D outside of US has a...
Jul 31, 2025
Samsung hasn't had a good yielding process since like 8nm? that was the last time i saw them ship large dies in volume.
Jul 31, 2025
S
Samsung hasn't had a good yielding process since like 8nm? that was the last time i saw them ship large dies in volume.
Jul 31, 2025
S
ShortSighted Decision are the reason for Intel's current position and i agree with Dan execpt for Pat's two big shortcomings he was a...
Jul 31, 2025
X
Who would buy Intel Foundry? And for how much? I cannot think of any qualified buyers, more qualified than having Lip-Bu run it as it is...
Jul 31, 2025
X
Do you think, without fabs, Intel will be a clear leader against AMD and Nvidia? Or just another horse in a big horse?
I agree with...
Jul 31, 2025
Y
I still don’t quite get the logic. of saying AI is strategic technology hence US should export to China , which US viewed as an...
Jul 31, 2025
Y
If Bernstein is right than Lip-bu Tan is correct in shutting down IFS. From what I understand , both TSMC and Samsung does quite a bit...
Jul 31, 2025
Samsung, not Intel (NASDAQ:INTC), is best placed to emerge as the world’s leading alternative to Taiwan Semiconductor Manufacturing Co...
Jul 31, 2025
F
Strangely, no reference to Tesla in Samsung's Q2 announcement today...
Jul 31, 2025
I did support Pat G and his IDM 2.0 100%. That was short lived however due to Pat's rantings. I still think IDM 2.0 can succeed but...
Jul 31, 2025
A
Lip Bu is still a human who has a lot on his plate and is fallible. If he was 100% dedicated to IFS maybe you could make that argument...
Jul 31, 2025
A
I agree I'm not seeing much action or a path to improve their top line revenue in the next couple of years.
They're a token player in...
Jul 31, 2025
V
Lip Bu is still a human who has a lot on his plate and is fallible. If he was 100% dedicated to IFS maybe you could make that argument...
Jul 31, 2025
Like.
Samsung hasn't had a good yielding process since like 8nm? that was the last time i saw them ship large dies in volume.
Daniel Nenni reacted to siliconbruh999's post in the thread Bernstein: World needs a TSMC alternative—and this name is best positioned with