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EINDHOVEN, Netherlands, Jan 28 (Reuters) - ASML reported record fourth-quarter orders and raised its 2026 outlook on Wednesday, although...
Jan 28, 2026
No idea.
It is kind of interesting that the USA, because of national security reasons, has decided to subsidize its national "21st...
Jan 28, 2026
I do not see Intel reclaiming the glory days of the x86 monopoly but I do see the possibility of them being a thriving business. x86...
Jan 28, 2026
It is so easy these days to have AI make some historic financial overview of business performances. Below is a table generated by...
Jan 28, 2026
By and large, each Scout is competing against himself or herself, not against other Scouts. Once a Scout completes the required...
Jan 28, 2026
It seems just yesterday they raised $35M on a 700M valuation seed money. Perhaps just one of the crazy AI boom "dump" money gets thrown...
Jan 28, 2026
From an industry perspective, the valuation is less surprising than the implied execution plan behind it.
End-to-end EDA development is...
Jan 28, 2026
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Jan 28, 2026
S
given the direction of the new management, which is much more certainly of ROI before any investment, they are playing a very LONG game.
Jan 28, 2026
People always talk about and compare the PPA (Power, Performance, and Area) in the semiconductor industry. In reality, it should be...
Jan 28, 2026
I
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Jan 28, 2026
D
Full-year 22nm revenue increases 93% YoY, reaching record high in Q4 2025
2025 earnings per share of NT$3.34
Fourth Quarter 2025...
Jan 28, 2026
But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...
Jan 28, 2026
Great analysis! Thanks. Do you have any thoughts on how Intel can get out of this downward spiral?
Dominant does not necessarily mean...
Jan 28, 2026
S
agree on the non-trivial effort supporting both options. As for the adequate resource, it comes down to whether intel really seriously...
Jan 28, 2026
Daniel Nenni posted the thread ASML lifts outlook on record AI chip orders and layoffs but analysts query capacity in SemiWiki Main Forum ( Ask the Experts! ).EINDHOVEN, Netherlands, Jan 28 (Reuters) - ASML reported record fourth-quarter orders and raised its 2026 outlook on Wednesday, although...
user nl replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.No idea. It is kind of interesting that the USA, because of national security reasons, has decided to subsidize its national "21st...
Like.
It is so easy these days to have AI make some historic financial overview of business performances. Below is a table generated by...
hist78 replied to the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030.By and large, each Scout is competing against himself or herself, not against other Scouts. Once a Scout completes the required...
