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M
I got the report summary from an analyst as well.
AMD gained share in revenue and units. AMD ASP is higher than Intels. Intel is...
Feb 12, 2026
M
I am just saying I have multiple examples of Samsung buying from competitors to some of their divisions. The Division head do not work...
Feb 12, 2026
M
exactly. History tells us that the Jobs change, they do not go away. But since people keep saying jobs are going away, I think they...
Feb 12, 2026
L
Those considerations are valid, but they are not binary yes/no issues. Capacity may be tight, but that doesn’t mean Samsung will stop...
Feb 12, 2026
One of the key factors in AMD’s comeback was spinning off its manufacturing division into GlobalFoundries. Once AMD’s supply agreement...
Feb 12, 2026
Those considerations are valid, but they are not binary yes/no issues. Capacity may be tight, but that doesn’t mean Samsung will stop...
Feb 12, 2026
L
Just saw this today - specific usage of Cerebras where the fast token rate and minimal latency can eventually sell at premium. I...
Feb 12, 2026
K
Just saw this today - specific usage of Cerebras where the fast token rate and minimal latency can eventually sell at premium. I...
Feb 12, 2026
K
But DRAM is in competition with HBM for raw wafer capacity, and I've been reading HBM takes 3 times as much, I assume due to downstream...
Feb 12, 2026
L
But DRAM is in competition with HBM for raw wafer capacity, and I've been reading HBM takes 3 times as much, I assume due to downstream...
Feb 12, 2026
B
I think they're closing a grey area/loophole that perhaps some assumed was acceptable. The export rules have also changed...
Feb 12, 2026
Samsung Electronics (005930.KS) has only one stock symbol, and Samsung Semiconductor and Samsung’s smartphone division are simply...
Feb 12, 2026
L
Between non-government actors settlements civil settlements routinely include no further airing of bad laundry. Some South Korean...
Feb 12, 2026
Like.
Source:
hist78 replied to the thread Google passes TSMC relative capex in 2026.One of the key factors in AMD’s comeback was spinning off its manufacturing division into GlobalFoundries. Once AMD’s supply agreement...