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T
Intel’s Former ‘Inventor of The Year’, Who Specialized In Glass Substrates, Has Now Joined Samsung, Showing that Team Blue is Ready to...
Yesterday at 12:29 AM
Y
Intel’s Former ‘Inventor of The Year’, Who Specialized In Glass Substrates, Has Now Joined Samsung, Showing that Team Blue is Ready to...
Yesterday at 12:05 AM
B
I have said for awhile there is no such thing as a "NOT market leader" market.
Yes companies like to have a second source, but the...
Friday at 11:38 PM
X
One thing you should know is that everything you share with AI is discoverable in a court of law. AI talking to the authorities AND...
Friday at 10:48 PM
X
"The recent uproar surrounding Anthropic’s Claude 4 Opus model – specifically, its tested ability to proactively notify authorities and...
Friday at 10:48 PM
X
But haven’t Samsung and Intel already screwed up or walked away from so many golden opportunities over the years? They’re not startups...
Friday at 10:46 PM
X
I heard Samsung SF2 yield improved.
This is true maybe only for bitcoin chips.
Friday at 10:45 PM
C
But haven’t Samsung and Intel already screwed up or walked away from so many golden opportunities over the years? They’re not startups...
Friday at 9:54 PM
Y
Hmm. I don’t think we should treat them as newcomers but the need for second source or perhaps more so, the wants to avoid monopoly is...
Friday at 9:53 PM
But haven’t Samsung and Intel already screwed up or walked away from so many golden opportunities over the years? They’re not startups...
Friday at 9:37 PM
S
I was also thinking Samsung seems on track to be in 4th place for a "good yield" 2nm node.. (Rapidus)
Friday at 9:07 PM
S
They started as a x86 second source even for the come back people bought Ryzen for x86 and it was cheaper and than it kept getting better.
Friday at 9:05 PM
A
I have said for awhile there is no such thing as a "NOT market leader" market.
Yes companies like to have a second source, but the...
Friday at 8:39 PM
A
I would be nice for customers if there was a leading foundry like TSMC. But TSMC moved ahead based on skill and execution, So you cannot...
Friday at 8:38 PM
A
"Samsung, with its comparable technologies, better cost structure and, more importantly, the support from a memory business and hence...
Friday at 8:35 PM
Like.
I have said for awhile there is no such thing as a "NOT market leader" market. Yes companies like to have a second source, but the...
hist78 replied to the thread Bernstein: World needs a TSMC alternative—and this name is best positioned.But haven’t Samsung and Intel already screwed up or walked away from so many golden opportunities over the years? They’re not startups...