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Taiwan is reinforcing its role as a global AI and semiconductor hub as Nvidia Corp. (NASDAQ:NVDA) moves forward with plans for a major...
Feb 15, 2026
L
I think the real question is - what shape does the 'crash' take.. Will it be a gradual slowdown and some selling over time, or will it...
Feb 15, 2026
Key Points
- The Trump administration is preparing tariff exemptions for TSMC chips proportional to the company's U.S. manufacturing...
Feb 15, 2026
N
For M0, from Intel 3 30nm with SAQP to Intel 18A 32nm with EUV Low NA0.33 Single Exposure
Fred, could you explain/comment if Intel 18A...
Feb 15, 2026
K
Just out of curiosity because of the controversy over Cerebras CS-3 system clustering scalability, I began to poke around with some...
Feb 15, 2026
I think the real question is - what shape does the 'crash' take.. Will it be a gradual slowdown and some selling over time, or will it...
Feb 15, 2026
Source: Future Horizons
Executive Summary
December’s total semiconductor annualised growth rate, at 41.3 percent, was up both on...
Feb 15, 2026
C
I suspect the future success of merchant datacenter network switch ASICs based on Ethernet, like this example, will be in decline, just...
Feb 15, 2026
Source: Future Horizons
Executive Summary
December’s total semiconductor annualised growth rate, at 41.3 percent, was up both on...
Feb 15, 2026
It's fabbed in Ireland as well
Feb 15, 2026
Image Credits: BZL
A European chip lab based in Barcelona has developed a computing architecture featuring RISC-V and an Intel process...
Feb 15, 2026
S
It's fabbed in Ireland as well
Feb 15, 2026
Image Credits: BZL
A European chip lab based in Barcelona has developed a computing architecture featuring RISC-V and an Intel process...
Feb 15, 2026
T
Ok, I'm not sure if the author is doing solely a speculative analysis or has the teardown. Author mentions five M0 tracks, but the cell...
Feb 15, 2026
F
Ok, I'm not sure if the author is doing solely a speculative analysis or has the teardown. Author mentions five M0 tracks, but the cell...
Feb 15, 2026