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How about license plates that end with a letter? Are they out of luck?
Feb 20, 2026
I
And not even TSMC are always completely "open kimono" about some of these issues, like the SiGe FinFET SHE -- when we first did SHE...
Feb 20, 2026
Memory has always been a strategic asset. Its a commodity in that the price goes up when short and down when excess supply and you can...
Feb 20, 2026
B
I have no reason to question your analysis.
Red bricks in the path of progress may be less visible today since there are few objective...
Feb 20, 2026
B
HBM is the Kit Kat of memory:
https://www.hersheyland.com/kit-kat
Feb 20, 2026
B
benb replied to the thread
Five Fun HBM Facts .
Thanks Mark and Dan!
Should we start thinking about Samsung, Hynix and Micron as AI stocks? Similar to Nvidia?
Feb 20, 2026
I
IDM product flow, or large volume customer product flow -- either will do... ;-)
I do agree 100% with what you're saying though, big...
Feb 20, 2026
I
This is an accurate report.
I'll add one more point why 2700 is important: Yields cannot be improved without a high runner volume...
Feb 20, 2026
I
Maybe. maybe not -- you'd have to ask IMEC. All I can do is report actual numbers I've found from real designs/layouts of circuits, as...
Feb 20, 2026
B
IMEC semiconductor roadmap to 2039 assumes BSPD from 2025 on.
Did IMEC not consider the self-heating issue?
Feb 20, 2026
B
https://semiwiki.com/forum/threads/imec-roadmap-to-2a-on-techtechpotato.23071/
Feb 20, 2026
I know, as I said this is *not* the average power across the chip which is much lower, but the maximum power density in the hottest bits...
Feb 20, 2026
B
This is an accurate report.
I'll add one more point why 2700 is important: Yields cannot be improved without a high runner volume...
Feb 20, 2026
C
I'm not convinced that TSMC A16 will be any later than Intel 14A in reality as opposed to on Powerpoint presentations, especially given...
Feb 20, 2026
I
Is training is likely to favour a conventional architecture over Cerebras, because of the much bigger local memory size?
Or is this...
Feb 20, 2026
hist78 replied to the thread Micron spends $200bn trying to break the AI memory bottleneck.How about license plates that end with a letter? Are they out of luck?
Like.
Memory has always been a strategic asset. Its a commodity in that the price goes up when short and down when excess supply and you can...
Xebec reacted to IanD's post in the thread Intel’s 18A rumors meet a thermal brick wall says SemiWiki with