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M
Some interesting comments on 18A and when it becomes competitive.
No one has asked the question I recommended "is 18A ramp helping or...
Oct 23, 2025
We have been doing half node for many years. High volume fabless companies demanded it. Now we call it a family of processes but they...
Oct 23, 2025
TSMC guessed right on 28nm (gate last, HKMG) and iterated steadily from there. They also got Apple from 20nm onward. Pulling Apple...
Oct 23, 2025
S
Intel reported better-than-expected financial results for the third quarter of 2025, signaling progress in its ongoing turnaround...
Oct 23, 2025
Intel reported better-than-expected financial results for the third quarter of 2025, signaling progress in its ongoing turnaround...
Oct 23, 2025
TSMC guessed right on 28nm (gate last, HKMG) and iterated steadily from there. They also got Apple from 20nm onward. Pulling Apple...
Oct 23, 2025
B
TSMC guessed right on 28nm (gate last, HKMG) and iterated steadily from there. They also got Apple from 20nm onward. Pulling Apple...
Oct 23, 2025
K
California has major rare earth deposits around the Salton Sea and Mountain Pass. I have no doubt others will be found in North...
Oct 23, 2025
K
From my humble investing experience, an “unrealized gain” on the stocks I own might justify upgrading my lunch from McDonald’s to Panda...
Oct 23, 2025
K
Hold on a moment. What's actually changed here ? The Intel share price has increased. And that's about it so far. It seems rather...
Oct 23, 2025
K
That $30-40B should cover about.. 13 days of national debt interest
Oct 23, 2025
K
Of course not. He’s speaking to Fox News viewers so it’s all bluster and borderline if not outright lies.
Interesting question though...
Oct 23, 2025
K
So have INTEL cashed out?
Oct 23, 2025
K
Note how he interchanges US and me.🥵
Oct 23, 2025
The half-node and small-step approach improves on time product delivery. Predictability in product delivery is extremely important to...
Oct 23, 2025
Daniel Nenni replied to the thread Not Just Numbers: How TSMC’s “Small-Step, Fast-Run” Strategy Became Its Secret Weapon Against Samsung and Intel.We have been doing half node for many years. High volume fabless companies demanded it. Now we call it a family of processes but they...
Like.
TSMC guessed right on 28nm (gate last, HKMG) and iterated steadily from there. They also got Apple from 20nm onward. Pulling Apple...
Love.
Intel reported better-than-expected financial results for the third quarter of 2025, signaling progress in its ongoing turnaround...
hist78 reacted to benb's post in the thread Not Just Numbers: How TSMC’s “Small-Step, Fast-Run” Strategy Became Its Secret Weapon Against Samsung and Intel with
Haha.
From my humble investing experience, an “unrealized gain” on the stocks I own might justify upgrading my lunch from McDonald’s to Panda...
Angry.
Note how he interchanges US and me.🥵