“Intel CEO Lip-Bu Tan said on the earnings call that the company's 18A-P node, a variant of its 18A family, is on track to launch by the end of the year.”
Semiconductor supply
Leading-edge fabs, packaging and export controls.
“The CEO says rebuilding a competitive foundry business will take years, even with billions of dollars in government and private investment.”
“It is the greatest time in the history of the industry and for Applied Materials. AI is driving incredible computing demand.”
“We're guiding for tremendous growth. This inflection is going to go on for a very long time.”
“An EUV system, if you look at the price, is going to be more expensive than a low-NA system, but the cost of making a wafer with this tool on some advanced layers will be cheaper. We can…”
“I get a lot of questions about whether it’s going to be this month or next month or the month after. And I usually say it doesn’t really matter, because we designed high-NA for the next…”
““You know, I have this long-term mission to continue to see Moore’s Law in the semiconductor industry... We think this is the technology that will wake up Moore’s Law.””
““About half of the capital goes into lithography. In the middle of a lithography machine is light . . . [and] this ability to keep innovating for shorter wavelength, higher power light is…”
“He’s more focused on his bet that xLight can solve what he sees as the semiconductor industry’s biggest bottleneck: lithography, the process of etching microscopic patterns onto silicon…”
“increasing uncertainty and lower visibility”
“I certainly believe that Intel is critical for the semiconductor industry. You need to design and manufacture leading-edge technology.”