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M
So we already know how much prices went up in Q4 for ASP. This is the price memory companies received in Q4. DRAM increased 30%...
Feb 6, 2026
K
Hahaha.. looks like Microsoft Age Of Empires needs an new Civilization level...
Feb 6, 2026
The Taiwan Silicon Shield expands to include Japan?
Feb 6, 2026
CNA file photo
Taipei, Feb. 6 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) has scheduled a board meeting in Kumamoto on Monday...
Feb 6, 2026
D
I hope so too and hope we maintain the current status quo or even a positive development inside China without any violence. 🙏
Feb 6, 2026
D
100% agree. EU countries STILL buy energy from Russia.... funding their own future invasion.
I hope i am correct in my prediction that...
Feb 6, 2026
M
100% agree. EU countries STILL buy energy from Russia.... funding their own future invasion.
I hope i am correct in my prediction that...
Feb 6, 2026
K
Interesting story, partially open in the newsletter of SemiAnalysis about Claude Code:
Feb 05, 2026
Doug O'Laughlin, Jeremie Eliahou...
Feb 6, 2026
K
Here's a facilitating read, with some real numbers. What stood out to me:
* AI created/optimized code is exploding in volume. 4% of all...
Feb 6, 2026
D
Not you & me perhaps! But the CEOs running those fabless semiconductor businesses in other countries will be worried. Also, I feel...
Feb 6, 2026
See below 15 year history of Pure Play Foundry TSMC versus IDM INTEL, and their Global market share.
TSMC started around 4 percent and...
Feb 6, 2026
I agree. TSMC N3 is the last of FinFETs and will most definitely be manufactured in Japan, USA, Japan, and maybe even India. You never...
Feb 6, 2026
C
Obviously 14A is not ramping, Obviously nothing is going into Fab62 (Fab 52 is not fully tooled out yet). I will give it credit for...
Feb 6, 2026
M
well put!
If China invaded taiwan, chip and cell phone disruption would not be a top 10 worry of mine.
Feb 6, 2026
M
corporation pay very different amounts for electricity... that is correct.
but
what percentage of electricity use in the united...
Feb 6, 2026
Haha.
Hahaha.. looks like Microsoft Age Of Empires needs an new Civilization level...
Daniel Nenni replied to the thread TSMC to hold first board meeting in Japan: Source.The Taiwan Silicon Shield expands to include Japan?
Like.
100% agree. EU countries STILL buy energy from Russia.... funding their own future invasion. I hope i am correct in my prediction that...
user nl replied to the thread Semiconductor Industry Association: annual sales projected to reach roughly $1 trillion worldwide in 2026.See below 15 year history of Pure Play Foundry TSMC versus IDM INTEL, and their Global market share. TSMC started around 4 percent and...
Xebec reacted to Daniel Nenni's post in the thread TSMC CEO flags 3-nanometre chip production in Japan, investment reported at $17 billion with
