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Absolutely agree - and we might be getting close to the limits (demising returns as you suggest) of how much can be optimized via...
Thursday at 12:21 PM
K
Absolutely agree - and we might be getting close to the limits (demising returns as you suggest) of how much can be optimized via...
Thursday at 12:21 PM
As SpaceX prepares for a public debut at a valuation targeting US$1.75 trillion, new regulatory filings have revealed a corporate...
Thursday at 12:05 PM
Yes, even the new 13A is still low NA EUV
Thursday at 10:23 AM
K
The other curveball is - what's needed for peak AI inference performance keeps changing. FP vs. Integer, precision levels, and even...
Thursday at 9:22 AM
K
a conference at Portland, Oregon, Apr 14-16, 2026, link = https://www.techinsights.com/2026-cmc-conference
. Entegris, "Enabling the...
Thursday at 9:19 AM
K
Intel 18A => 18A-P
. V0-V2 R reduction, with "W => Mo"? Or, could be something else
. source = 2026-Jun-VLSI media kit...
Thursday at 9:19 AM
K
from W to Mo
. 3D NAND, already done for high volume production, Lam is the leading supplier
. Logic, Applied is trying to do the same...
Thursday at 9:19 AM
Yes, even the new 13A is still low NA EUV
Thursday at 9:17 AM
- Samsung Q1 operating profit rose over 750% year-on-year to a record 57.2 trillion won
- Chip division alone contributed 53.7 trillion...
Thursday at 8:06 AM
S
Intel price should be even lower I think
Thursday at 7:30 AM
N
Intel 18A => 18A-P
. V0-V2 R reduction, with "W => Mo"? Or, could be something else
. source = 2026-Jun-VLSI media kit...
Thursday at 7:22 AM
F
ASML has been following the FEL technology for at least 2 decades or so I think. ASML follows many novel EUV source technologies like...
Thursday at 7:05 AM
Isn't 14A still "vanilla" EUV? I thought it was 10A targeting High NA EUV.
Thursday at 6:03 AM
This is basically HBM, next generation. It's still vertically stacked DRAM dies with TSV connections on top of logic base die.
Thursday at 4:29 AM
Xebec reacted to KevinK's post in the thread Jensen Huang – Will Nvidia’s moat persist? Podcast with Dwarkesh Patel with
Like.
Absolutely agree - and we might be getting close to the limits (demising returns as you suggest) of how much can be optimized via...
user nl posted the thread SpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy in SemiWiki Main Forum ( Ask the Experts! ).As SpaceX prepares for a public debut at a valuation targeting US$1.75 trillion, new regulatory filings have revealed a corporate...
Daniel Nenni posted the thread Samsung Stock: Profit Surges 750% as AI Chip Demand Hits Record in SemiWiki Main Forum ( Ask the Experts! ).- Samsung Q1 operating profit rose over 750% year-on-year to a record 57.2 trillion won - Chip division alone contributed 53.7 trillion...
