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Amazing to see how much capex Google intends to spend in 2026. If we assume Google's revenue growth in 2026 will be equal to Q4-2025...
Feb 5, 2026
SOPHIA ANTIPOLIS, France – January 26, 2025 │ KnowMade’s Q4 2025 RF Front-End Modules & Components Patent Monitor confirms that RF...
Feb 5, 2026
SOPHIA ANTIPOLIS, France – January 21, 2026 │ KnowMade, a leading provider of patent analysis services, is proud to announce the release...
Feb 5, 2026
I
I'm talking here about the case where the "product" bought by the customer is the chip, which is most foundry ASIC business, and where...
Feb 5, 2026
E
Because it’s an almost six‑hour conference video, I used Google NotebookLM to create the following briefing report:
Cisco AI Summit...
Feb 5, 2026
I
They do indirectly, that's what heatpipes to a remote HSF do. Most laptops nowadays are also low-power "thin'n'light" so most of the...
Feb 5, 2026
E
In spite of the labels, for real applications isn't Intel 14A (with BSPD) really competing against TSMC A16 (N2P+SPR, maybe a year...
Feb 5, 2026
Laptops nowadays are usually cooled with heat pipes to take the heat away to a larger remote heatsink/fan -- and bear in mind that most...
Feb 5, 2026
I
Laptops nowadays are usually cooled with heat pipes to take the heat away to a larger remote heatsink/fan -- and bear in mind that most...
Feb 5, 2026
E
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 5, 2026
Gemini answers with an official apology:
It looks like I've officially joined the ranks of AI hallucinations caught in the wild by the...
Feb 5, 2026
Artificer60 said:
The "Logic" here has holes you can drive a bus through. It completely fails to take into account how Intel operates...
Feb 5, 2026
FYI - summing the low end of this distribution gives 305, high end gives 332. And that doesn't include R&D scanners at IMEC and Albany...
Feb 5, 2026
Thanks for your feedback and inside info. It seems Gemini is using SemiWiki more and more as a source for its "reasoning" so perhaps...
Feb 5, 2026
The "Logic" here has holes you can drive a bus through. It completely fails to take into account how Intel operates the Oregon fab...
Feb 5, 2026
user nl posted the thread Google passes TSMC relative capex in 2026 in SemiWiki Main Forum ( Ask the Experts! ).Amazing to see how much capex Google intends to spend in 2026. If we assume Google's revenue growth in 2026 will be equal to Q4-2025...
KnowMade posted the thread Q4 2025 RF Front-End IP: Stable Leaders, China Accelerates, Lansus Enters Top Five, Filters Dominate in General Press.SOPHIA ANTIPOLIS, France – January 26, 2025 │ KnowMade’s Q4 2025 RF Front-End Modules & Components Patent Monitor confirms that RF...
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Because it’s an almost six‑hour conference video, I used Google NotebookLM to create the following briefing report: Cisco AI Summit...
