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Intel and SoftBank, through their subsidiary Saimemory, have been developing an alternative technology to the popular high-bandwidth...
Wednesday at 6:25 PM
B
Oh Boy!
Wednesday at 6:21 PM
NEW YORK, April 28 (Reuters) - The U.S. Department of Commerce last week ordered multiple chip equipment companies to halt certain tool...
Wednesday at 5:33 PM
FILE PHOTO: The TSMC logo is displayed on a building in Hsinchu
TAIPEI, April 29 (Reuters) - Taiwan Semiconductor Manufacturing Co...
Wednesday at 5:11 PM
Professional - generally agreed, though I think this moat is drying up slowly here for Nvidia. x86 iGPUs continue to grow in...
Wednesday at 3:29 PM
a.k.a. FOMO
Wednesday at 3:16 PM
It is also related to perception and deception.
Wednesday at 3:16 PM
As long as INTC is profitable, it should be valued higher than AMD:
- Still the majority leader for x86 sales
- Provides manufacturing...
Wednesday at 3:16 PM
Intel isnt even remotely run as well as tsmc nor are its financials. It's PE is comical at this point. We shall see what the future...
Wednesday at 3:08 PM
Intel started trading on vibes about a year ago. Wallstreet has gotten way out over its skis on this one
Wednesday at 3:07 PM
Don’t blame Intel for it. Blame AMD, Nvidia, etc. Value is relative. Without reference, there is no value. As I have pointed out many...
Wednesday at 3:07 PM
E
TSMC asked customers and they said no hurry on HNA-UEV. The risk/reward is not there yet. Simple as that. This topic came up in the...
Wednesday at 2:41 PM
E
That's right, xLight really needs ASML buyoff.
Wednesday at 2:39 PM
E
xLight is looking for its first commercial system operational by 2029. It's a very aggressive and optimistic timeline.
Wednesday at 2:39 PM
Daniel Nenni posted the thread US orders chip equipment companies to halt some shipments to China's No. 2 chipmaker Hua Hong in SemiWiki Main Forum ( Ask the Experts! ).NEW YORK, April 28 (Reuters) - The U.S. Department of Commerce last week ordered multiple chip equipment companies to halt certain tool...
Xebec replied to the thread Jensen Huang – Will Nvidia’s moat persist? Podcast with Dwarkesh Patel.Professional - generally agreed, though I think this moat is drying up slowly here for Nvidia. x86 iGPUs continue to grow in...
Like.
It is also related to perception and deception.
