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Latest activity

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user nl reacted to MKWVentures's post in the thread NVIDIA, TSMC and INTEL gross margin with Like.

So Intel's IFS margins are NEGATIVE 50%. 18A is listed as a headwind to margins. Ramping 14A will hurt margins according to CFO If IFS...

Feb 26, 2026
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cykur1 reacted to MKWVentures's post in the thread NVIDIA, TSMC and INTEL gross margin with Like.

So Intel's IFS margins are NEGATIVE 50%. 18A is listed as a headwind to margins. Ramping 14A will hurt margins according to CFO If IFS...

Feb 26, 2026
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MKWVentures replied to the thread NVIDIA, TSMC and INTEL gross margin.

So Intel's IFS margins are NEGATIVE 50%. 18A is listed as a headwind to margins. Ramping 14A will hurt margins according to CFO If IFS...

Feb 26, 2026
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DanX replied to the thread The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored.

The U.S. debt-to-GDP ratio currently stands at 125-130%. It was 65% before the 2008 financial crisis, rose to 100% after the crisis, and...

Feb 26, 2026
user nl posted the thread Broadcom expects to sell 1 million 3D stacked chips by 2027 in SemiWiki Main Forum ( Ask the Experts! ).

SAN JOSE, California, Feb 26 (Reuters) - Artificial intelligence chip designer Broadcom said that it expects to sell at least 1 million...

Feb 26, 2026
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IanD replied to the thread Intel’s 18A rumors meet a thermal brick wall says SemiWiki.

See also this recent article which says the same as I did but gives more background information... ;-)...

Feb 26, 2026
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DanX replied to the thread Intel’s 18A rumors meet a thermal brick wall says SemiWiki.

Thanks,really helpful. Miners are most likely to be liquid cooling too.

Feb 26, 2026
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DanX reacted to IanD's post in the thread Intel’s 18A rumors meet a thermal brick wall says SemiWiki with Like.

Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...

Feb 26, 2026
user nl posted the thread NVIDIA, TSMC and INTEL gross margin in SemiWiki Main Forum ( Ask the Experts! ).

From yesterday's NVIDIA investor call: https://finance.yahoo.com/quote/NVDA/earnings/NVDA-Q4-2026-earnings_call-409967.html Colette...

Feb 26, 2026
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siliconbruh999 replied to the thread Panther Lake design rules revealed, no HD cells.

Teardown can tell what was used and how but i doubt they can tell that why it was used

Feb 26, 2026
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siliconbruh999 reacted to Fred Chen's post in the thread Panther Lake design rules revealed, no HD cells with Like.

Next best thing is to check the teardowns.

Feb 26, 2026
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Fred Chen replied to the thread Panther Lake design rules revealed, no HD cells.

Next best thing is to check the teardowns.

Feb 26, 2026
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Fred Chen reacted to siliconbruh999's post in the thread Panther Lake design rules revealed, no HD cells with Like.

I wish you had the PDK i would have liked to hear your opinion on it

Feb 26, 2026
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Fred Chen reacted to IanD's post in the thread Panther Lake design rules revealed, no HD cells with Like.

By focusing on the raw technology -- all of which I agree with! -- you missed out what is probably at least as important (if not more...

Feb 26, 2026
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Fred Chen reacted to MKWVentures's post in the thread Panther Lake design rules revealed, no HD cells with Like.

N2 fabs are different than N5 fabs. they are not necessarily interchangable. I used to tell investors "Picture the most complicated...

Feb 26, 2026

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