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Latest activity

What's new Featured content New posts Latest activity

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moh.kolb posted the thread physical systems have state — here, the copper surface itself has a thermal surface state that can improve, degrade, foul, age, or change performance in SemiWiki Main Forum ( Ask the Experts! ).

Cooling is moving beyond bulk material properties into engineered surface behavior. Copper has been the foundation of thermal...

Jun 12, 2026
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soAsian posted the thread UBS sees generational semiconductor boom, highlights stock winners in SemiWiki Main Forum ( Ask the Experts! ).

Investing.com -- UBS is forecasting a substantial expansion in the global semiconductor industry, projecting revenues will reach $2.38...

Jun 12, 2026
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swka replied to the thread Could Google's Next TPU Shift Back to TSMC? Inside the EMIB vs. CoWoS Battle.

things might shift a bit when more diverse process nodes chips are making into the same adv packaging. Obvious example is photonics...

Jun 12, 2026
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swka reacted to ChrisGar's post in the thread Could Google's Next TPU Shift Back to TSMC? Inside the EMIB vs. CoWoS Battle with Like.

TPUs use HBMs extensively on CoWoS-based products. HBMs are built mostly by skHynix & Samsung -- and delivered to TSMC for CoWoS assembly.

Jun 12, 2026
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swka replied to the thread Why Intel Still Trails TSMC In The High Stakes Foundry Race.

if the paper tiger has been accelerate their market share and virtually dominate all adv logic, maybe there is something real there :)

Jun 12, 2026
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MKWVentures replied to the thread Google and Nvidia Consider Intel as Backup Chip Manufacturer - The Information.

I believe Intel will give some color on internal vs external use going forward. I believe the intention is to use TSMC at about the same...

Jun 12, 2026
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wgcao posted the thread CapEx Ratio of leading node Logic fab vs memory fab for Etching and Deposition tools in SemiWiki Main Forum ( Ask the Experts! ).

As technology advances, the CapEx invested into tools for a new semiconductor fab increases significantly. EUV obviously is a big...

Jun 12, 2026
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Markwrob reacted to Xebec's post in the thread Half of Americans fear AI could put someone in their household out of work, Reuters/Ipsos poll finds with Like.

There's a 1995 Carl Sagan quote for this -- “We’ve arranged a global civilization in which most crucial elements profoundly depend on...

Jun 12, 2026
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Markwrob reacted to Barnsley's post in the thread Half of Americans fear AI could put someone in their household out of work, Reuters/Ipsos poll finds with Haha.

What if its the grand plan of the "people running the world" to stupidify the public so they are forced to use/pay for some form of AI...

Jun 12, 2026
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Markwrob reacted to siliconbruh999's post in the thread Half of Americans fear AI could put someone in their household out of work, Reuters/Ipsos poll finds with Like.

I am seeing the inverse tbh it will degrade IQ considering what i am seeing in University or School People are skipping Homework or...

Jun 12, 2026
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KevinK replied to the thread What are AI PCs that Nvidia's Jensen Huang is betting on?.

One more deep view and comparison of the new Windows SPARK RTX part. “The right comparison is a small CUDA workstation, a cloud GPU...

Jun 12, 2026
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Fred Chen replied to the thread Elon Musk throws shade on ASML's High-NA EUV machines.

He did not specify in the clip why China will come out winning in the end (more power than anyone else, probably have more chips), maybe...

Jun 12, 2026
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Fred Chen posted the thread Elon Musk throws shade on ASML's High-NA EUV machines in SemiWiki Main Forum ( Ask the Experts! ).

"Half the chip for twice as much, for a gain that is relatively small."

Jun 12, 2026
hist78 reacted to Brady's post in the thread Inside Anthropic, the $965 Billion Al Juggernaut | The Circuit with Like.

Certainly the step change in these models and harnesses happened around December / January, and there hasn’t been another big bang...

Jun 12, 2026
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floppydisk reacted to Brady's post in the thread Inside Anthropic, the $965 Billion Al Juggernaut | The Circuit with Like.

From within one of the largest software companies on earth, I can attest that this would be a similar story here as well if it were to...

Jun 12, 2026

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