Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=107157
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2030970
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
I
Which is exactly what I said earlier, but which was voted down, possibly by the usual Elon-haters who want SpaceX to fail... :-(
(just...
Feb 10, 2026
HSINCHU, Taiwan, R.O.C. – Feb. 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for January 2026: On a...
Feb 10, 2026
F
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
S
one cannot talk about hypotheticals, as it will lead to other hypotheticals ...
curious why you have so little confidence in LP Tan?
Feb 9, 2026
M
The ground work is already done by Pat, don't forget about this.
Tan is the one only following up what Pat is left now.
Pat should...
Feb 9, 2026
P
This is why everything comes down to launch cost per kg. The additional few percentage points in capacity factor doesn't swing the...
Feb 9, 2026
F
As if China were itself not short of memory chips.
Feb 9, 2026
S
TSMC will do what customers ask them to do. I have read quotes that it was Morris Chang who brought TSMC to AZ but that is not true...
Feb 9, 2026
Several hundred employees began working at the factory in November, readying the plant to kickstart production by the end of this year...
Feb 9, 2026
B
Two important things happened on January 20, 2025. In Washington, D.C., Donald Trump was inaugurated as President of the United States...
Feb 9, 2026
TSMC will do what customers ask them to do. I have read quotes that it was Morris Chang who brought TSMC to AZ but that is not true...
Feb 9, 2026
https://www.tekedia.com/taiwan-firmly-rejects-u-s-push-to-relocate-40-of-semiconductor-capacity-citing-impossible-logistics-and-strategic...
Feb 9, 2026
M
More memory analysis by SemiAnalysis:
https://newsletter.semianalysis.com/p/memory-mania-how-a-once-in-four-decades
Feb 9, 2026
M
This could get interesting.
The US may NEED Chinese memory to be successful.... Cant wait to see how those negotiations go.
Feb 9, 2026
Focus on disciplined execution as market dynamics remain contrasted
- Q3’26 revenue of €160m is up 18% at constant exchange rates and...
Feb 9, 2026
Daniel Nenni posted the thread TSMC Revenue Jumps 37% in January While AI Spending Marches On in SemiWiki Main Forum ( Ask the Experts! ).HSINCHU, Taiwan, R.O.C. – Feb. 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for January 2026: On a...
Like.
Not really surprising. With AI eating up HBM capacity, it makes sense that OEMs are at least qualifying alternative DRAM sources as a...
Focus on disciplined execution as market dynamics remain contrasted - Q3’26 revenue of €160m is up 18% at constant exchange rates and...
