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By Anton Shilov published January 23, 2026
Intel still has zero committed external customers for 14A.
Two potential customers are...
Jan 27, 2026
This was a very interesting listen. It sounds like it won't scale as high bandwidth-wise as fiber long term, but it finds a potential...
Jan 27, 2026
The "copper cliff" is the biggest bottleneck in the data center today, but a new startup with a weird name thinks they’ve found a way to...
Jan 27, 2026
A
Not sure I agree with the logic here. Intel's biggest need right now is to fill the fabs. Choosing not to even try to serve a large...
Jan 27, 2026
F
The "copper cliff" is the biggest bottleneck in the data center today, but a new startup with a weird name thinks they’ve found a way to...
Jan 27, 2026
The "copper cliff" is the biggest bottleneck in the data center today, but a new startup with a weird name thinks they’ve found a way to...
Jan 27, 2026
B
Johor Bahru is just across the Causeway , so no need for Micron to build a new town 😆😆😆
Jan 27, 2026
On December 2, 2025, the Taiwan’s High Prosecutor’s Office announced criminal indictments against a subsidiary of Japanese company Tokyo...
Jan 27, 2026
If you want to talk about AI bubbles, the valuations of these AI chip VC investments are Deja Vue of the Dot Com era.
AI and EDA is a...
Jan 27, 2026
S
Paul, can you provide links to what are these open source tools that are getting non-trivial usage?
Jan 27, 2026
S
So far, the only thing "eating" the EDA triopoly were the niche, open-source tools, which are now getting mature enough for taping out...
Jan 27, 2026
P
So far, the only thing "eating" the EDA triopoly were the niche, open-source tools, which are now getting mature enough for taping out...
Jan 27, 2026
M
100% agree. I was asked by a Client how to change a process from BSPD to FSPD and I said, "its a different animal. I dont even think I...
Jan 27, 2026
M
I have worked with multiple factories in Singapore. US can get within 5% on Fab wafer cost (Singapore can be expensive on many items)...
Jan 27, 2026
M
Micron NAND center of excellence is Singapore. and Singapore grants are equivalent or better than they best Chips act grants. Given...
Jan 27, 2026
Xebec reacted to Fred Chen's post in the thread Intel says it has two prospective customers for 14A — expects to hear about commitments in second half of 2026 with
Like.
By Anton Shilov published January 23, 2026 Intel still has zero committed external customers for 14A. Two potential customers are...
Daniel Nenni posted the thread Networking Is Getting An Upgrade with Ian Cutress in SemiWiki Main Forum ( Ask the Experts! ).The "copper cliff" is the biggest bottleneck in the data center today, but a new startup with a weird name thinks they’ve found a way to...