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Latest activity

What's new Featured content New posts Latest activity

Daniel Nenni replied to the thread Automation key to avoiding economic, social and environmental collapse, the SemiWiki community key.

There is an environmental crisis coming but those problems will be solved, absolutely. Safe nuclear power is coming. Clean water is...

Feb 10, 2026
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siliconbruh999 reacted to Artificer60's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

While I think Gelsinger had the right plan, I have become convinced that a "pure Intel Guy" is no longer what Intel needs. Intel's do it...

Feb 10, 2026
Daniel Nenni posted the thread SEMI Reports 2025 Annual Worldwide Silicon Wafer Shipments and Revenue Results in SemiWiki Main Forum ( Ask the Experts! ).

Shipments Increase in 2025 Amid Strong AI-driven Demand, While Revenue Softens MILPITAS, Calif. — February 10, 2026 — Worldwide silicon...

Feb 10, 2026
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Barnsley replied to the thread Automation key to avoiding economic, social and environmental collapse, the SemiWiki community key.

This would imply otherwise
Feb 10, 2026
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Barnsley replied to the thread Officials rush to take legal action as Google data center drains major water source: 'Really bad effects down the line'.

🤣🤣🤣🤣🤣 There is going to come a reckoning , we think Data Center costs are high now , just wait a while
Feb 10, 2026
hist78 replied to the thread Google passes TSMC relative capex in 2026.

TSMC projects a 2026 total capital expenditure (capex) of $52 billion to $56 billion. To put it into perspective, Intel’s 2025 total...

Feb 10, 2026
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Barnsley replied to the thread Officials rush to take legal action as Google data center drains major water source: 'Really bad effects down the line'.

What is up with these NIMBYs!!! Standing in the way of progress!!!

Feb 10, 2026
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Barnsley posted the thread Officials rush to take legal action as Google data center drains major water source: 'Really bad effects down the line' in SemiWiki Main Forum ( Ask the Experts! ).

https://www.yahoo.com/news/articles/officials-rush-legal-action-google-003000747.html Officials in Virginia have been exploring...

Feb 10, 2026
hist78 reacted to user nl's post in the thread Google passes TSMC relative capex in 2026 with Like.

200 B$ capex for Amazon in 2026, that concludes the big 5 for 2026:

Feb 10, 2026
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NY_Sam2 posted the thread Logic Contact from W to Mo, a press release by Applied Materials in SemiWiki Main Forum ( Ask the Experts! ).

Logic Contact from W to Mo, could be a key innovation for GAA from 1st generations to 2nd generations, "traditional tungsten contacts...
Feb 10, 2026
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lispwright reacted to Artificer60's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

While I think Gelsinger had the right plan, I have become convinced that a "pure Intel Guy" is no longer what Intel needs. Intel's do it...

Feb 10, 2026
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Barnsley replied to the thread 6 Graphs That Show Where the U.S. Leads China on AI—and Where It Doesn’t.

Is this report AI? 😁😁😁😁 Appears to be the stock question to anyting posted online these days?

Feb 10, 2026
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Barnsley replied to the thread China’s $173K Humanoid Robot Is Almost Too Human.

Lose the arm!!!

Feb 10, 2026
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my_wing replied to the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030.

Sorry I can't agree with a lot that you said, and that is not what I understood the situation: Too much capacity as the mistake...

Feb 10, 2026
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KevinK reacted to blueone's post in the thread Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom. with Like.

Ethernet/Ultra Ethernet are scale-out networks. UALink is trying to do an open scale-up network, but it may have only one major...

Feb 10, 2026

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