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Also No major manufacturer want to be left with empty Fabs once the over investment in AI is over.
Apr 6, 2026
B
The SK Hynix US Fab , will.become a reality?
Apr 5, 2026
BigTech is charting their Quantum computing future more clearly in 2026. Many roadmaps point to 2030 as key year. However this...
Apr 5, 2026
Interesting details from this disclosure: https://frederickchen.substack.com/p/estimating-euv-production-wafer-throughput
Apr 5, 2026
F
https://finance.yahoo.com/markets/stocks/articles/micron-hbm4-sold-turboquant-questions-014908722.html
Apr 5, 2026
Isn't Rapidus's 2nm effort at least partially funded in this manner?
(note, I'm not advocating this 'as a good method').
Apr 5, 2026
I can’t say this is good for Intel. Rather, I would say it indicates that Intel is still in significant financial trouble. Are we really...
Apr 5, 2026
It was mostly Pat. DZ is a good soldier. It would work if the ramp ever came but it did not.
We need to make sure we look at actuals vs...
Apr 5, 2026
It helps allow intel to make the decision. But the fundamentals have not changed from what DZ said a while ago. "IFS is not investable...
Apr 5, 2026
This is good as the terms of the agreement were very punishing if milestones were not met (they were not met).
Intel now does not have...
Apr 5, 2026
That is one thing CC Wei brought to the table with TSMC, manufacturing discipline. Every since CC Wei took over from Mark Liu (6/2024)...
Apr 5, 2026
It's intrinsic to EUV process:
Apr 5, 2026
By Anton Shilov published March 5, 2026
But Intel is not out of the woods with its 18A node.
When Lip-Bu Tan came to Intel last year...
Apr 5, 2026
M
It demonstrates Prescriptive Analytics. Instead of telling the engineer to "fix the signal," the AI recommends the Next Best Bounded...
Apr 5, 2026
M
The Triad of 1.8 Tb/s Convergence"
Title: Governing the 1.8 Tb/s Reality Gap: EM Corridors, Power Architectures, and Agentic AI
The...
Apr 5, 2026
Xebec reacted to siliconbruh999's post in the thread Samsung and SK are expanding fast, but why is memory still in short supply? with
Like.
Also No major manufacturer want to be left with empty Fabs once the over investment in AI is over.
user nl posted the thread The Quantum Foundry: Google Including Neutral Atom Qubit Approach in SemiWiki Main Forum ( Ask the Experts! ).BigTech is charting their Quantum computing future more clearly in 2026. Many roadmaps point to 2030 as key year. However this...
Daniel Nenni replied to the thread Samsung and SK are expanding fast, but why is memory still in short supply?.That is one thing CC Wei brought to the table with TSMC, manufacturing discipline. Every since CC Wei took over from Mark Liu (6/2024)...