Recent content by isofilm

Why should we trust your analysts, over the foundry's numbers, I'm SURE you analysts have included EVERY expense in their analysis.

Intel Paid Ad's... are getting increasingly desperate 🤣

Pat Gelsinger can't keep his obnoxious pie hole shut, at the expense of INTC shareholders, who should demand his dismissal.

Uh oh... You don't know that D1, or any other Intel fab on the planet (except Fab 34 in Ireland), doesn't have EUV HVM capacity. Fab 34 just recently received enough EUV tools required to produce Intel 4 wafers. A few EUV tools here and there can only make low yield prototypes at best. You...

Intel can't even catch Samsung, let alone TSMC. Samsung has been producing wafers using EUV since 2020 (albeit low yields), and Intel's first EUV fab (Fab 34 in Ireland) is just beginning Risk Production. Fab 34 in Ireland is unlikely to produce "SoC complexity" wafers with commercially viable...

Pat Gelsinger secretes dishonesty, like a slug secretes slime.

Even if these rumors of some top tier customers wanting to reduce "wafer orders" is true, TSMC's orders FAR EXCEED their capacity, so TSMC is unlikely to reduce revenue guidance when they release Q2 earnings next week (July 13, at 10:30 Pacific).

I don't know which is more pathetic: Samsung's one false start after another, which has resulted in ZERO top 20 customers, or The stooges holding BLANK wafers (perhaps a sign of what's to come)

That doesn't mean JACK, Intel is notorious for Binning (sorting chips based on performance), you think they just picked a PROTOTYPE out of a hat, NO, they picked the very best one they could find. Intel has NEVER "stayed ahead of AMD", they have traded pole position many times in the last 30...

Since Intel 4 will be produced at Fab 34 in Ireland and given Fab 34 received their first UEV tool transplanted from Oregon in April ’22, then keeping in mind that Intel is only receiving 1 EUV tool per month, Fab 34 will not have received all 13 EUV tools required for Meteor Lake until May ’23...

Poor pitiful workers, if they had better work conditions and nicer management, their IQ would suddenly improve. Samsung Foundries primary problems are lack of intelligence, and a propensity to lie and obfuscate if all else fails. Their fearless leader Comrade Lee Jae Yong (Vice Chairman) was...

Intel's new Cooling Solutions Lab, will not invent a single thing that has not already been done. Because they are bleeding from AMD and others creeping into their sales space, they may spend a lot of money attempting to improve/simplify what has already been done.

Samsung's wafer yield lies are so egregious, the South Korean Government is currently investigating them AGAIN. Samsung's Vice Chairman (Lee Jae Yong) was just released from prison for embezzlement and bribery and had to be given a special pardon to meet with Biden. Samsung 3nm yields are still...

More information about Samsung’s pathetic failure. https://koreajoongangdaily.joins.com/2022/04/27/business/tech/Samsung-Electronics-foundry-3-nanomter-chip/20220427183621974.html

Samsung has admitted to lying about their process yields, which for the 4nm are 30% after more than a year of tweaking, even though they falsely claimed 70%. Now you expect us to believe Samsung has miraculously resolved their 3nm yields with its never before fabricated GAA design problems...