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“This time it is the one out front, and TSMC is the one waiting. ... Panther Lake is the first shipping evidence in that argument, and a matched-yield result is a strong point for the side that says th”
@More Than Moore · Dr. Ian Cutress
Intel is mastering the next generation of chipmaking machines by hitting matching yields on its 18A processors to secure a massive manufacturing lead.
INTCLONG@ $96.40
$88.04-8.67%
since call Jul 16
“What the bear case tends to underweight is that none of this has kept the machine from selling. ASML had ten to twenty High-NA orders booked by early 2024...”
@More Than Moore · Dr. Ian Cutress
ASML is shattering bear market cost concerns by already booking 10 to 20 orders for its next generation chip machines and scaling production to 20 per year.
ASMLLONG@ $1,750
$1,644-6.06%
since call Jul 16
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