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F
Could a glut of leading edge semiconductor capacity be headed our way? Seriously, are we over building logic capacity for AI? The other...
Apr 3, 2026
I think there will always be some competition - governments will steal the IP and make their own designs and still launch domestic stuff.
Apr 3, 2026
If SpaceX becomes the sole operator for transportation to the New Continent in the long run, will it eventually be state-owned or split up?
Apr 3, 2026
D
If SpaceX becomes the sole operator for transportation to the New Continent in the long run, will it eventually be state-owned or split up?
Apr 3, 2026
Could a glut of leading edge semiconductor capacity be headed our way? Seriously, are we over building logic capacity for AI? The other...
Apr 3, 2026
B
Reuters
Elon Musk's SpaceX is poised to become one of the most valuable publicly traded companies in the world.
The firm, which makes...
Apr 3, 2026
K
KevinK reacted to
DerDrache's post in the thread
Antifuse OTP ROM with
Like .
Since the 130 nm node, foundry processes have generally moved to copper BEOL, so Al or W antifuse are no longer possible. Cu BEOL...
Apr 2, 2026
S
Agree - defacto standards that are openly licensed, work better for accelerating solutions vs paper tigers forged in committees with...
Apr 2, 2026
S
From the video, it sounds more like NVIDIA wants to get other people’s processors and hardware into NVIDIA’s rack-level solutions...
Apr 2, 2026
S
So NV is paying Marvell to support NVLink, with a very small amount in their scale, to potentially get into current non-NV...
Apr 2, 2026
S
Well people who bought Intel stock at $20 think otherwise cause Pat delivered the opportunity 🤣🤣🤣
Apr 2, 2026
S
I would take 50% of LBT vs 100% of PG. The stockholders (owners of the company) are very happy with 50% LBT. If we need failed...
Apr 2, 2026
S
Not disagree with the statement. However, my comment is not about comparing to previous CEO, but rather how dedicated current CEO should be.
Apr 2, 2026
B
I have a pretty good model for 18A wafer cost today and what it will be when fully loaded in Fab 52.
I do not have great model for...
Apr 2, 2026
F
Since the 130 nm node, foundry processes have generally moved to copper BEOL, so Al or W antifuse are no longer possible. Cu BEOL...
Apr 2, 2026
Like.
Could a glut of leading edge semiconductor capacity be headed our way? Seriously, are we over building logic capacity for AI? The other...
Xebec replied to the thread Elon Musk's SpaceX set to go public in $1 trillion share listing.I think there will always be some competition - governments will steal the IP and make their own designs and still launch domestic stuff.
Daniel Nenni replied to the thread Samsung upgrades Austin fab, signals dual-track US chip strategy.Could a glut of leading edge semiconductor capacity be headed our way? Seriously, are we over building logic capacity for AI? The other...
Wow.
Reuters Elon Musk's SpaceX is poised to become one of the most valuable publicly traded companies in the world. The firm, which makes...
Haha.
I would take 50% of LBT vs 100% of PG. The stockholders (owners of the company) are very happy with 50% LBT. If we need failed...