Recent content by lightisgood

Probably, Jaguar Shores has 24 HBMs... https://www.tomshardware.com/pc-components/cpus/intel-details-new-advanced-packaging-breakthroughs-emib-t-paves-the-way-for-hbm4-and-increased-ucie-bandwidth

So what ? I well know this numbers. However, this is not comparison between 18A's volume and N2's.

I'm understanding that IFS was driven by RAMP-C, for external customer, not CHIPS Act.

Show me, please. I have no number.

Yeah, I know this too. However, I don't know what about yield of GAAFET w/o BSPDN in Intel and it looks like Samsung's is bad for 3 years.

I wonder that GAA FET's tall FEOL demands BSPDN. I'd like to see what happens in TSMC N2.

Interesting... Is this Falcon or Jaguar Shores?

https://www.tomshardware.com/tech-industry/pat-gelsinger-has-advice-for-lip-bu-tan-as-he-settles-into-one-of-the-hardest-jobs-available Well, that's about it. The Lehman shock broke the world in 2008, however, financial industry enjoyed virtual no punishment...

In short, TSMC N2 could be delayed. Okay, we will see... https://www.macrumors.com/2025/03/17/a20-chip-still-3nm-rumor/

Many american investors hold shares of the TSM stock. Frankly speaking, they are the latent enemies for Intel and expose the U.S. Security to danger, without realizing...

As if you knew nothing about intel's manufacturing pipeline, right? i18A's test wafer is running at Arizona, namely Intel starts i18A HVM at Oregon. Probably, by end of 3Q25, Intel starts i18A HVM at Arizona. P.S. In a word, Intel wins the race of GAA/BSPDN/sub-2nm process node.

This is the typical case of sour grapes. i18A is clearly established and entering HVM phase.

It's show time! https://www.tomshardware.com/tech-industry/intel-reaches-exciting-milestone-for-18a-1-8nm-class-wafers-with-first-run-at-arizona-fab

Didn't you see MTL's tile? PTL looks like a monolithic die. It probably uses next gen Foveros (25um bump-pitch) or Foveros direct... P.S. CWF uses Foveros direct on Intel 3-T and looks like a monolithic die in compute tile.

https://wccftech.com/intel-showcases-panther-lake-socs-for-the-first-time-to-the-public/ This is beautiful tile design (c.f. MTL)... Maybe Foveros is shrunk to 25um bump-pitch from 36um.