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K
Glad to see Charlie is still around to pat himself on the back. :ROFLMAO: SemiAccurate is one of the sites I based SemiWiki on. I used...
Apr 15, 2026
K
Intel didn't learn from ICF. They repeated some of the blunders as b4
Apr 15, 2026
K
- ASML lifts 2026 revenue outlook to 36 billion-40 billion euros
- Chipmaking tool maker cites AI-driven demand
- CEO Christophe Fouquet...
Apr 15, 2026
Lets compare what is happening vs exagerrated stories on Terafab.
Musk has committed to build a 25B factory in Texas with colocations...
Apr 15, 2026
TSMC and South Korea would be my guess unless Terafab is already gearing up? :ROFLMAO:
Apr 15, 2026
M
I don't believe 25B is for TeraFab: https://semiwiki.com/forum/threads/terafab-21-march-2026.24804/post-98569
I would imagine that Musk...
Apr 15, 2026
- ASML lifts 2026 revenue outlook to 36 billion-40 billion euros
- Chipmaking tool maker cites AI-driven demand
- CEO Christophe Fouquet...
Apr 15, 2026
M
Lets compare what is happening vs exagerrated stories on Terafab.
Musk has committed to build a 25B factory in Texas with colocations...
Apr 15, 2026
M
I have investors who have done extensive analysis on SOTP valuation:
IFS: Negative cash flow, huge negative margins, huge sunk capital...
Apr 15, 2026
S
Sharretts Plating Company (SPC) is building internal capability in wafer-level metallization, with a focus on electrochemical deposition...
Apr 15, 2026
E
Intel didn't learn from ICF. They repeated some of the blunders as b4
Apr 15, 2026
B
Wait til they bring the squeeze once within their eco-system 🤣🤣🤣🤣
Apr 15, 2026
M
Synopsys CEO Sassine Ghazi recently shared technical updates on the Rapidus partnership in an interview from April 14, 2026.
He...
Apr 15, 2026
M
That’s a good direction to consider. This is why I believe the Terafab business venture is questionable. Let me use the estimate from my...
Apr 15, 2026
Rapidus’ chances of existing long term and continuing R&D have improved a lot. In my view, many countries around the world, including US...
Apr 14, 2026
Like.
Glad to see Charlie is still around to pat himself on the back. :ROFLMAO: SemiAccurate is one of the sites I based SemiWiki on. I used...
Daniel Nenni reacted to MKWVentures's post in the thread "Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology" with
Haha.
Lets compare what is happening vs exagerrated stories on Terafab. Musk has committed to build a 25B factory in Texas with colocations...
hist78 replied to the thread Japan approves additional $4Bfor chipmaker Rapidus.Rapidus’ chances of existing long term and continuing R&D have improved a lot. In my view, many countries around the world, including US...