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S
One of the more recent tour deforces in the semiconductor industry today is the analyst firm SemiAnalysis, headed up by CEO Dylan Patel...
Apr 4, 2026
One of the more recent tour deforces in the semiconductor industry today is the analyst firm SemiAnalysis, headed up by CEO Dylan Patel...
Apr 4, 2026
F
Published: 12 Mar. 2026, 05:00
The AI boom is sending memory chip demand soaring — but don't expect new supply to catch up anytime...
Apr 3, 2026
S
"Where no man has gone before" some of you youngsters never watch the old Star Trek
Space is the final frontier. :ROFLMAO:
Apr 3, 2026
S
Well you are only thinking it from one point of view it is possible don't forget there is profit sharing as well for the fab Intel...
Apr 3, 2026
2026 is going to be a big year for sure. You don't read much about AI bubbles anymore.
Apr 3, 2026
B
I am thinking March may also have a good month.
Lots of product needs replacing
Apr 3, 2026
B
This article doesn’t get the who, the what, the when, the why or the how.
By listing some chemicals, TEOS (tetra ethyl ortho silicate...
Apr 3, 2026
D
This is because American companies are all very nice. If SpaceX were a Chinese company, they would take customers' orders at cost price...
Apr 3, 2026
M
Perhaps more investments by SAMSUNG, before 1 Jan 2027, that are eligible for the 35% investment tax credit "instant cash back" from...
Apr 3, 2026
Worldwide chip sales up 61.8% year-to-year, 7.6% month-to-month
WASHINGTON—April 3, 2026—The Semiconductor Industry Association (SIA)...
Apr 3, 2026
C
Who wants to go first? :ROFLMAO: There is no way for me to be neutral on this one! Remember, this is April 1st. 😁
Apr 3, 2026
We know Intel will pay $14.2 billion to Apollo, representing a 26.79% return on investment, or a 12.6% annualized retum for Apollo...
Apr 3, 2026
S
one can only deduce that intel thinks owning the fab 100% instead of paying Appolo 50% of whatever their share entitle them to the fab...
Apr 3, 2026
Haha.
One of the more recent tour deforces in the semiconductor industry today is the analyst firm SemiAnalysis, headed up by CEO Dylan Patel...
Daniel Nenni posted the thread Dylan Patel's SemiAnalysis Is Being Sued in SemiWiki Main Forum ( Ask the Experts! ).One of the more recent tour deforces in the semiconductor industry today is the analyst firm SemiAnalysis, headed up by CEO Dylan Patel...
Like.
Perhaps more investments by SAMSUNG, before 1 Jan 2027, that are eligible for the 35% investment tax credit "instant cash back" from...
hist78 replied to the thread Intel to Repurchase 49% Equity Interest in Ireland Fab Joint Venture.We know Intel will pay $14.2 billion to Apollo, representing a 26.79% return on investment, or a 12.6% annualized retum for Apollo...
