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B
Many hard drives are He filled. This matters less and less for mainstream since hard drives have been replaced by solid state drives...
Apr 13, 2026
D
Sanders is no idiot, but he is acting as a politician here. There’s real fear and anger at AI’s impact on the job market, the...
Apr 13, 2026
B
Anyone on the manufacturing side seen any impacts as yet?
I have only seen full steam ahead.
What kind of inventory would Foundry...
Apr 13, 2026
B
As per Google AI.
The effective blockade of the Strait of Hormuz in March 2026, stemming from the U.S.-Iran conflict, has created a...
Apr 13, 2026
Jensen Huang, Lisa Su, and others are very good at playing by the rules that are given them. And yes they bend rules a bit so maybe we...
Apr 13, 2026
F
Thought this was a great analysis by a VP at HPE...
Apr 13, 2026
My estimate is that the monthly wafer demand across SpaceX, xAI, and Tesla will be between 27,000 and 54,000 12‑inch wafers, even under...
Apr 12, 2026
If nothing else the next few years at Intel are going to be interesting. I wouldn't bet against LBT.
Apr 12, 2026
Still surprised that Musk didn't name it eXaFab... :)
Apr 12, 2026
Rapidus is working the IP ecosystem pretty hard, writing some very big checks. No word on big customers though. This really has the...
Apr 12, 2026
F
Nenni's law is if you throw enough stuff against the wall something is bound to stick and make you famous. As long as you forget about...
Apr 12, 2026
TOKYO, April 11 (Reuters) - Japan's industry ministry said on Saturday it has approved an additional 631.5 billion yen ($3.96 billion)...
Apr 12, 2026
M
this TSMC company may just be successful some day. :)
Apr 12, 2026
M
Terafab is supposed to be 25B..... with memory and Logic and packaging. That is a pretty small factory (Micro Fab? Kilo Fab?) REALITY...
Apr 12, 2026
B
So your saying there isnt a seachange in the use of technology coming?
Did you create a new account to post this?
🤣🤣🤣🤣🤣
Apr 12, 2026
Like.
Sanders is no idiot, but he is acting as a politician here. There’s real fear and anger at AI’s impact on the job market, the...
Daniel Nenni replied to the thread "Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology".Jensen Huang, Lisa Su, and others are very good at playing by the rules that are given them. And yes they bend rules a bit so maybe we...
Haha.
Still surprised that Musk didn't name it eXaFab... :)