This is not a suprising news, especially nowadays when everybody in the market struggles with extended LTs and allocation issues since long. Almost all founderies announced plans to spend tremendous amount of money to their fabs such as TSMC, GB, Samsung, Intel etc. However i'm still missing a part in the puzzle. Still no plan to switch 450mm wafers? Why nobody is focusing on larger scale wafer processing? Only intel had some movements but rest?
Replay available now: A handful of emerging network technologies are competing to be the preferred wide-area connection for the Internet of Things. All claim lower costs and power use than cellular but none have wide deployment yet. Listen in as proponents of leading contenders make their case to be the metro or national IoT network of the future. Rick Merritt, EE Times Silicon Valley Bureau Chief, moderators this discussion. Join in and ask his guests questions.