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"A CA-based workers rights group "
I guess it was inevitable that the CA problems wouldn't stay in CA. Since we're actually one country.
Feb 28, 2026
They don't have to have similar capacity to have impact, all they need is enough capacity to cover the un-met demand.
They totally...
Feb 28, 2026
B
They don't have to have similar capacity to have impact, all they need is enough capacity to cover the un-met demand.
They totally...
Feb 28, 2026
M
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 28, 2026
C
I'm familiar with Vermont NIMBYism, which helped drive IBM's 300mm fab away to Fishkill in the 90s. But it's true their 200mm fab in VT...
Feb 28, 2026
F
Indeed, the quickly rising prices indicate that their supply is still low.
Feb 28, 2026
T
Not before 2030 I would say. CXMT's production capacity at the moment is nowhere near that of Samsung or SK Hynix，thus it wouldn't...
Feb 28, 2026
F
CXMT is providing decent DDR5, although the notorious price drop from some weeks ago is now no longer the case.
The DDR5 nightmare...
Feb 27, 2026
F
I had heard about ANAFLASH's 28nm edge AI project back in November...
Feb 27, 2026
K
Interesting. I didn't know that. OneAPI still looks tangential to a strict AI software strategy, but I do like the OneAPI strategy...
Feb 27, 2026
K
I seem to be an outlier lately; I don't consider OneAPI an AI software strategy no matter how much I admire it as a technology. Perhaps...
Feb 27, 2026
G
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 27, 2026
K
True, they were both were part of the big lay-off last August. Suk turned 65 in December so he is officially retired after 40+ years. I...
Feb 27, 2026
K
Kevin took a big IP job with Qualcomm which is understandable. I do not know Choon Lee or Myung-Hee. I do know Suk Lee. Suk built the...
Feb 27, 2026
G
Restructuring and delayering by LBT is true and a positive. TSMC has 90% less VPs and it sure didn’t seem to impact their growth or...
Feb 27, 2026
Xebec reacted to benb's post in the thread Micron’s $100B megafab in NY is at risk of delay due to just 6 “concerned citizens” and their frivolous lawsuit. with
Like.
"A CA-based workers rights group " I guess it was inevitable that the CA problems wouldn't stay in CA. Since we're actually one country.