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Worth noting, this isn't actually "the press" reporting - this is AMD themselves.
Their PR dept is purposefully choosing a metric...
Feb 25, 2026
In my opinion, power affects every day people far more than wafer constraints or packaging constraints or architectural constraints, and...
Feb 25, 2026
S
I'd have thought it's pretty much impossible, because the BSPD and FSPD regions have very different metal/substrate topography and the...
Feb 25, 2026
B
There could be a Big Cycle, 80 years. It involves debt overload and collapse, followed by reindustrialization. Debt collapse hasn't...
Feb 25, 2026
@siliconimist That was my first thought too, that the share of non-litho tools in capex might be increasing. We know litho intensity...
Feb 25, 2026
Perhaps ASML is now also very recently changing its view:
https://finance.yahoo.com/news/asml-sees-ai-demand-long-102719121.html
Maybe...
Feb 25, 2026
S
IDM product flow, or large volume customer product flow -- either will do... ;-)
I do agree 100% with what you're saying though, big...
Feb 25, 2026
I
Pretty much word-for-word what I've been saying -- their detailed simulations predicted maximum on-chip temperature 23C hotter for BSPDN...
Feb 25, 2026
@siliconimist That was my first thought too, that the share of non-litho tools in capex might be increasing. We know litho intensity...
Feb 25, 2026
P
@siliconimist That was my first thought too, that the share of non-litho tools in capex might be increasing. We know litho intensity...
Feb 25, 2026
F
the press has decided that power is the issue and buzzword for all compute. Next we will judge datacenters by social media followers.
Feb 25, 2026
So . . . the 20B "missing" revenue suggests either ASML is being extremely conservative, or the industry is heading toward a severe...
Feb 24, 2026
I assume you are talking about Japan's re-emerge after WWII.
Japan and Germany did not deindustrialize after the war，the allied force...
Feb 24, 2026
Online storage 😆😆😆
Feb 24, 2026
B
Online storage 😆😆😆
Feb 24, 2026
Xebec replied to the thread AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs.Worth noting, this isn't actually "the press" reporting - this is AMD themselves. Their PR dept is purposefully choosing a metric...
Like.
In my opinion, power affects every day people far more than wafer constraints or packaging constraints or architectural constraints, and...
user nl reacted to pgerven's post in the thread TSMC and ASML: will #litho tools be able to keep pace with AI super cycle investments till 2030? with
siliconimist reacted to pgerven's post in the thread TSMC and ASML: will #litho tools be able to keep pace with AI super cycle investments till 2030? with
Haha.
the press has decided that power is the issue and buzzword for all compute. Next we will judge datacenters by social media followers.
Daniel Nenni reacted to tonyget's post in the thread Inside Apple's Multibillion-Dollar Push to Make Chips in the U.S. | WSJ with