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M
I have the same question. I understand that TSMC can delay the introduction of High NA to gain leverage in price negotiations. However...
Apr 16, 2026
A
Under Gelsinger you might have been right. There seems to be a very different approach to managing R&D and manufacturing than in the...
Apr 16, 2026
The 1990s in general were choppy -- some boom and bust cycles, though overall a boom. Memory was all over the place, pricing-wise in...
Apr 16, 2026
What is preventing ASML from generating higher margins? The entire stack of products doesn't exist without them at this point.
Apr 16, 2026
CC Wei uses the jargon "our wafer prices are value based", since some quarters in their investor calls. That is the same language that...
Apr 16, 2026
O
agreed.. Add them in as a customer. but you need to look at margins. Product group would need to keep margins at their level AND add 14B...
Apr 16, 2026
M
just saw this link. This is part of the roadmap discussion (support for old sockets). I also heard meteor lake is down to trivial...
Apr 16, 2026
M
Thanks to Lip Bu Intel has become way tight lipped too much i would say they won't give us a client product roadmap :(
Apr 16, 2026
M
Intel is still giving quarterly roadmap updates to customers similar to before. Those are under NDA but they pop up on the internet...
Apr 16, 2026
B
It was before my time, but I heard the stories about 1995, is 2026 like 1995 again? Asking someone who remembers what the growth in...
Apr 16, 2026
S
Thanks to Lip Bu Intel has become way tight lipped too much i would say they won't give us a client product roadmap :(
Apr 16, 2026
S
Need a AI meme of Musk saying how he will use a ""LASER"" to blow up the world. Maybe a "Mini Musk" too. Playing the part of Robert...
Apr 16, 2026
I think China bought as many iArF tools as they could during the last 3-4 years, even though they may have gone into storage for a...
Apr 16, 2026
I think ASML set some years ago to spec at 30 mJ/cm2. For ease of comparison of the buyer probably easier to keep the wafers/hour at...
Apr 16, 2026
Jensen appeared in both Synopsys (one month ago) and cadence user event, which is not surprising, however, to me he has a lot more...
Apr 16, 2026
Xebec replied to the thread TSMC Q1 2026 Revenue Increased 40.6% Year-Over-Year!!!!!.The 1990s in general were choppy -- some boom and bust cycles, though overall a boom. Memory was all over the place, pricing-wise in...
Like.
CC Wei uses the jargon "our wafer prices are value based", since some quarters in their investor calls. That is the same language that...
Haha.
Need a AI meme of Musk saying how he will use a ""LASER"" to blow up the world. Maybe a "Mini Musk" too. Playing the part of Robert...
user nl replied to the thread ASML lifts 2026 forecast as surging AI chip demand boosts new orders.I think China bought as many iArF tools as they could during the last 3-4 years, even though they may have gone into storage for a...
Daniel Nenni reacted to swka's post in the thread Analyst Q&A with Cadence CEO Anirudh Devgan with