I can say with certainty that 18A yield rates aren't 40%, and PTL HVM is commencing with targets of at least 60-70% in mind. Considering Lip-Bu's stance towards achieving maximum profits, PTL wouldn't have seen a ramp up at all if yield rates were this low.

Japan’s Rapidus Secures ‘Major’ American Customers for Its 2nm Process, Ramping Up the Race Against $TSM and $INTC wccftech.com/japan-rapidus-…

Here's a look at the $INTC Panther Lake naming convention, and yes, the maximum SKU configuration could reach 5.1 GHz, which reveals a lot about 18A that I'll discuss later. wccftech.com/intel-panther-…

I am kind of late to the $INTC $AMD post, but getting a pretty unique angle to it. Stay tuned!

$INTC Is Pursuing $AMD To Secure It As a Foundry Customer, Implying that Team Blue Is ‘Heavily Confident’ With Upcoming 18A & 14A Nodes wccftech.com/intel-is-pursu…

AI Sparks a ‘DRAM Supercycle’ After Years of Stagnation, Driven by Massive HBM Adoption as Big Tech Rushes to Build Custom ASICs wccftech.com/ai-sparks-a-dr…

‘Iconic’ Chip Expert Jim Keller Says $INTC Is Being Considered For Cutting-Edge Chips, But They Have a Lot to Do to Deliver a Solid Product wccftech.com/chip-expert-ji…

AI Firm Probed For Fraud Over a Massive €100M VAT Break; $NVDA Chips Meant for AI Computing Allegedly Used in Crypto Mining wccftech.com/ai-firm-probed…

$NVDA ‘Ambitious’ Plans to Build a Taiwan HQ Reportedly Stalled by Political Disputes & Ownership Concerns wccftech.com/nvidia-ambitio…

$INTC Claims Panther Lake CPU Lineup Will Show The ‘Most Refined’ Hybrid P-Core/E-Core Setup, Building Upon Lunar Lake But With Massive Improvements wccftech.com/intel-reveals-…

Coming up with another interesting post around $INTC and $TSM. Stay tuned!

Huawei Executive Says Chip Process Isn’t Key to Scaling Compute Capabilities, Claims 3× Higher Efficiency Than $NVDA H20 wccftech.com/huawei-executi…

ARM CEO Rene Haas Claims That Time Has Punished $INTC For Falling Behind the Chip Race & Now Catching Up To $TSM Is “Very Hard” wccftech.com/arm-ceo-claims…

Alleged $INTC Panther Lake Lineup And Configurations Leaked: Total Of 12 SKUs, Including Four From PTL-U Series Told you guys, details would be coming first from Wccftech wccftech.com/alleged-intel-…

$NVDA Might Switch Up Cooling Solutions With Next-Gen Rubin Ultra as It Battles Thermal Constraints wccftech.com/nvidia-might-s…