Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=110347
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2031070
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
Well ok, but I got that info in 10 seconds from Gemini.
Apr 5, 2026
Certainly, any Intel CEO, current or past, knows Intel inside and out far more than bloggers on this forum. But that doesn’t mean their...
Apr 5, 2026
R
Well ok, but I got that info in 10 seconds from Gemini.
Apr 5, 2026
S
Maybe saving $Billions over the course of multiple years?
Apr 5, 2026
S
Isn’t this what the mem supplies have been saying since the literal very beginning of the AI froth? They all understand memory is the...
Apr 5, 2026
B
Wonder if Trump will ban US Citizens/Companies worldwide from using anykind of Chinese Tech?
Apr 5, 2026
B
No way around looking at this as a short term “smart capital” decision being extraordinarily expensive in the medium/long term. Good for...
Apr 5, 2026
B
WASHINGTON, April 3 (Reuters) - The Federal Communications Commission said Friday it is considering banning the import of Chinese...
Apr 5, 2026
The author likely only had info from her domestic sources. But the story is incomplete without Micron and how much it could produce...
Apr 5, 2026
WASHINGTON, April 3 (Reuters) - The Federal Communications Commission said Friday it is considering banning the import of Chinese...
Apr 5, 2026
F
Interesting details from this disclosure: https://frederickchen.substack.com/p/estimating-euv-production-wafer-throughput
Apr 5, 2026
F
The author likely only had info from her domestic sources. But the story is incomplete without Micron and how much it could produce...
Apr 5, 2026
F
No mention of Micron?
DRAM: They have 22.5% of global share
HBM - they just overtook Samsung for the #2 spot with 23% share
So you...
Apr 5, 2026
F
Also No major manufacturer want to be left with empty Fabs once the over investment in AI is over.
Apr 5, 2026
A
Another possibility is that Lip-Bu Tan is a smart guy, has better insight into the business than anyone on this forum, and made the...
Apr 5, 2026
Daniel Nenni reacted to Rob McCance's post in the thread Samsung and SK are expanding fast, but why is memory still in short supply? with
Haha.
Well ok, but I got that info in 10 seconds from Gemini.
hist78 replied to the thread Intel to Repurchase 49% Equity Interest in Ireland Fab Joint Venture.Certainly, any Intel CEO, current or past, knows Intel inside and out far more than bloggers on this forum. But that doesn’t mean their...
Like.
Isn’t this what the mem supplies have been saying since the literal very beginning of the AI froth? They all understand memory is the...
Wow.
WASHINGTON, April 3 (Reuters) - The Federal Communications Commission said Friday it is considering banning the import of Chinese...