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L
If any company can accelerate fab building, its Micron! Installing & testing a new implanter at Micron would take 1 week vs 1 month at...
Feb 21, 2026
P
If any company can accelerate fab building, its Micron! Installing & testing a new implanter at Micron would take 1 week vs 1 month at...
Feb 21, 2026
P
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 21, 2026
B
Given the power consumption and performance of PTL, I say they made a good design choice.
For customers, doesn't that mean they have a...
Feb 21, 2026
B
I would like to point out few things
- Intel has traditionally used HP Cells in their Products. Intel 10nm -> ADL,RPL,TGL Intel 4/3 ->...
Feb 21, 2026
B
First instinct is to throw compute power at a problem. Second instinct is to optimize the software so it requires less hardware. I have...
Feb 21, 2026
B
I hear roar from Dongguan
Chinese factory owners are not afraid of tariffs as such, as the chance that money streams will switch to...
Feb 21, 2026
B
Tariffs was like 3 or 4 crises ago, they served their purpose for insider trading and now we can move on to the next charade.
Feb 21, 2026
Trump to hike global tariffs to 15% from 10%, ‘effective immediately’
https://www.cnbc.com/2026/02/21/trump-tariffs.html
President...
Feb 21, 2026
We've heard that 18A yields were still on improvement path toward the end of 2025. Parametric yields could also result from stochastics...
Feb 21, 2026
T
Trump to hike global tariffs to 15% from 10%, ‘effective immediately’
https://www.cnbc.com/2026/02/21/trump-tariffs.html
President...
Feb 21, 2026
I would say he is a visionary/dreamer. I do not think he has a dishonest bone in his body. Making money might not be his thing but Sam...
Feb 21, 2026
L
Some key Panther Lake design rules were posted on X:
Minimum pitch 36 nm (7nm-class), density obviously helped by 5 tracks from...
Feb 21, 2026
L
You should know that imec in itself is not a company that commercializes chip manufacturing; I've been there in the lithography...
Feb 21, 2026
S
I actually think it’s a bit unfair to call ASML’s software stack “messy” without acknowledging the scale and complexity they operate at...
Feb 21, 2026