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A few interesting "Semi relevant" details from the Q1 2026 Tesla Earnings call today:
- Tesla is spending $3B towards TeraFab this year...
Apr 22, 2026
B
Everyone has to buy a Cybertruck?
Apr 22, 2026
O
Wow. It is very interesting to see TSMC's take on the future scaling of processing.
If we modify Moore's law to "The number of...
Apr 22, 2026
K
In the Intel–Micron joint venture, Micron was already a highly capable player in semiconductor manufacturing and had access to Intel’s...
Apr 22, 2026
K
Everyone has to buy a Cybertruck?
Apr 22, 2026
In the Intel–Micron joint venture, Micron was already a highly capable player in semiconductor manufacturing and had access to Intel’s...
Apr 22, 2026
TSMC Debuts A13 Technology at 2026 North America Technology Symposium
Newest Node Pushes Density Scaling and Energy Efficiency to New...
Apr 22, 2026
The most recent Intel JV with Micron to develop special non-DRAM, non-NAND memory had its own fabs and dedicated personnel. I think...
Apr 22, 2026
B
The most recent Intel JV with Micron to develop special non-DRAM, non-NAND memory had its own fabs and dedicated personnel. I think...
Apr 22, 2026
I suppose Dan or others will soon report here extensively on the TSMC 2026 Technology Symposium for firsthand updates on their...
Apr 22, 2026
I suppose Dan or others will soon report here extensively on the TSMC 2026 Technology Symposium for firsthand updates on their...
Apr 22, 2026
K
The video and associated announcements for TPU 8t and TPU8i are big - even bigger than the Marvell news, in my books.
* Splitting out...
Apr 22, 2026
Asianometry has posted a "post-mortem" on Itanium, covering the full history from beginning to end.
This video is pretty thorough, and...
Apr 22, 2026
Why can’t Intel Foundry provide manufacturing services to SpaceX, xAI, and Tesla instead of helping Elon Musk build his own fabs and...
Apr 22, 2026
J
Each partner is working/collaborating on different units. Marvell should be working on Memory Processing Unit. I don't think they are...
Apr 22, 2026
Xebec posted the thread Tesla Earnings Call - Intel 14A, Research (Tera)Fab details, Supplier Leverage? in SemiWiki Main Forum ( Ask the Experts! ).A few interesting "Semi relevant" details from the Q1 2026 Tesla Earnings call today: - Tesla is spending $3B towards TeraFab this year...
Like.
Everyone has to buy a Cybertruck?
Wow.
Everyone has to buy a Cybertruck?
hist78 replied to the thread Exclusive: Intel Tells Staff It Will Disclose Scope Of Work With Elon Musk In ‘Coming Weeks’.In the Intel–Micron joint venture, Micron was already a highly capable player in semiconductor manufacturing and had access to Intel’s...
user nl replied to the thread TSMC 2026 Technology Symposium Santa Clara 22 April 2026.TSMC Debuts A13 Technology at 2026 North America Technology Symposium Newest Node Pushes Density Scaling and Energy Efficiency to New...