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E
It's hard to say only because we don't know how much capacity Intel would have booked if they went full outsource instead of building...
Jan 25, 2026
S
It's hard to say only because we don't know how much capacity Intel would have booked if they went full outsource instead of building...
Jan 25, 2026
If this is the way CC Wei and TSMC see it then I think the chance of a bubble popping in the next few years is extremely low:
TSMC 4Q25...
Jan 25, 2026
On one hand, I hope you're right. On the other hand -- 5 years is an EXTREMELY long time these days.. :)
Jan 25, 2026
Malcolm's numbers may apply to semiconductor IDMs but certainly not the foundry business which is all about AI right now. If I had to...
Jan 25, 2026
It's hard to say only because we don't know how much capacity Intel would have booked if they went full outsource instead of building...
Jan 25, 2026
This is the hallmark of a bad company. I still can't get over how poorly Intel's BTC chips perform. We based our dynamic logic design on...
Jan 25, 2026
S
If this is the way CC Wei and TSMC see it then I think the chance of a bubble popping in the next few years is extremely low:
TSMC 4Q25...
Jan 25, 2026
S
Personally I do not think OpenAI will succeed as a separate entity. They are competing against Google who has a large ecosystem of...
Jan 25, 2026
F
If this is the way CC Wei and TSMC see it then I think the chance of a bubble popping in the next few years is extremely low:
TSMC 4Q25...
Jan 25, 2026
S
If this is the way CC Wei and TSMC see it then I think the chance of a bubble popping in the next few years is extremely low:
TSMC 4Q25...
Jan 25, 2026
F
I didn't know he speaks Chinese
Jan 24, 2026
S
Only with LNL in client but yes their CPU IP needs more work guess that's what Unified Core is for
I am not too hopeful as for DC GPUs...
Jan 24, 2026
B
It seems like they’re figuring it out now? Panther Lake has taken the lead in portable compute and graphics (outside of Apple…).
Can...
Jan 24, 2026
P
Obviously, mainlanders are feasting at the expense of the memory cartel now.
Jan 24, 2026
Like.
It's hard to say only because we don't know how much capacity Intel would have booked if they went full outsource instead of building...
Xebec reacted to SailorBob's post in the thread Semiconductor Market Update January 2026 Future Horizons with