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M
Does this (higher volumes at lower ASPs) suggest customers are valuing lower TCO lately, and waiting for Intel to drop prices in order...
Feb 9, 2026
S
Intel 7 capacity issue they messed up in demand planning remember the writeoff in Q2/Q3 24 where they had record breaking poor quarter
Feb 9, 2026
Not full solutions, but:
1. The shadow % can be reduced by about 20% with higher orbits. A 1400km altitude has an orbital period of...
Feb 9, 2026
More memory analysis by SemiAnalysis:
https://newsletter.semianalysis.com/p/memory-mania-how-a-once-in-four-decades
Feb 9, 2026
S
TSMC is transforming its multibillion-dollar Arizona investment into a massive "goldmine," shifting from a high-risk gamble to a...
Feb 9, 2026
J
Not really surprising. With AI eating up HBM capacity, it makes sense that OEMs are at least qualifying alternative DRAM sources as a...
Feb 9, 2026
Y
Yes, Intel DCAI 2025 revenue grew 5% to $16.9 billion compared to 2024. But strange things happened:
1. Intel’s Client Computing Group...
Feb 9, 2026
Yes, Intel DCAI 2025 revenue grew 5% to $16.9 billion compared to 2024. But strange things happened:
1. Intel’s Client Computing Group...
Feb 8, 2026
TSMC is transforming its multibillion-dollar Arizona investment into a massive "goldmine," shifting from a high-risk gamble to a...
Feb 8, 2026
Some additional factors may need to be considered:
1. The current Starlink satellites orbit the Earth roughly every 90 minutes. For...
Feb 8, 2026
v2 mini has a 105m² surface area solar array, 1361w/m² solar irradiance in LEO, conservatively estimate 20% efficiency, +28kw peak...
Feb 8, 2026
M
Dan puts this well. No one is really saying "I will look at TSMC and Rapidus in parallel to see who wins". If you are "not TSMC"...
Feb 8, 2026
TSMC is transforming its multibillion-dollar Arizona investment into a massive "goldmine," shifting from a high-risk gamble to a...
Feb 8, 2026
Step into the future of advanced chipmaking with our High NA EUV platform: the TWINSCAN EXE. Committed to keep powering technology...
Feb 8, 2026
Xebec replied to the thread SpaceX wants to put 1 million solar-powered data centers into orbit.Not full solutions, but: 1. The shadow % can be reduced by about 20% with higher orbits. A 1400km altitude has an orbital period of...
user nl replied to the thread Leading PC manufacturers considering using Chinese memory chips, report claims — HP and Dell qualifying CXMT DRAM.More memory analysis by SemiAnalysis: https://newsletter.semianalysis.com/p/memory-mania-how-a-once-in-four-decades
Like.
TSMC is transforming its multibillion-dollar Arizona investment into a massive "goldmine," shifting from a high-risk gamble to a...
hist78 replied to the thread Google passes TSMC relative capex in 2026.Yes, Intel DCAI 2025 revenue grew 5% to $16.9 billion compared to 2024. But strange things happened: 1. Intel’s Client Computing Group...
Daniel Nenni posted the thread TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave in SemiWiki Main Forum ( Ask the Experts! ).TSMC is transforming its multibillion-dollar Arizona investment into a massive "goldmine," shifting from a high-risk gamble to a...