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If you are the top of the food chain. The good times should stay for a while yet.
However for those further down the food chain , life...
Tuesday at 7:31 PM
Indeed! Of course they have a point, that the current pricing environment will not last forever, but their reasoning is rather peculiar...
Tuesday at 7:31 PM
Except that every military application of semiconductors put together -- drones in Ukraine included -- is orders of magnitude smaller...
Tuesday at 7:31 PM
Yes, indeed. Though, my point is, that the overlooked demand drivers are not inconsequential if you start adding the numbers and take...
Tuesday at 7:31 PM
My point is not everybody in the supply chain is "feeling the benefits"
So its always misleading when the entire industry is lumped...
Tuesday at 7:31 PM
I think when there is slack in the system, units and ASP will go up together because utilization will go up and inventory will be burned...
Tuesday at 7:31 PM
Exactly! And now to the trillion dollar question: When does units start to go meaningfully up and enable supply to catch up to demand...
Tuesday at 7:31 PM
All we need is one major AI company to run out of cash..
Tuesday at 7:30 PM
I used to think that too.
But then I can't on the one hand say that AI has no moat (among the contestants) and then turn around and say...
Tuesday at 7:30 PM
https://isaiprofitable.com/
Is what makes me think when one collapses, people will finally realize how unprofitable AI is.. and we'll...
Tuesday at 7:30 PM
https://isaiprofitable.com/
Is what makes me think when one collapses, people will finally realize how unprofitable AI is.. and we'll...
Tuesday at 6:49 PM
F
The nanosheet vertical uniformity didn't look as good here (on the right).
Tuesday at 6:33 PM
N
. 8 more slides at...
Tuesday at 6:07 PM
B
I used to think that too.
But then I can't on the one hand say that AI has no moat (among the contestants) and then turn around and say...
Tuesday at 5:43 PM
SANTA CLARA, Calif.--(BUSINESS WIRE)-- At the 2026 VLSI Symposium, Intel Foundry provided an update on its process roadmap and long-term...
Tuesday at 4:01 PM
Daniel Nenni reacted to Barnsley's post in the thread Semiconductor Growth Forecasts Are Fantasy … Correction Is Inevitable with
Like.
If you are the top of the food chain. The good times should stay for a while yet. However for those further down the food chain , life...
Haha.
All we need is one major AI company to run out of cash..
Xebec replied to the thread Semiconductor Growth Forecasts Are Fantasy … Correction Is Inevitable.https://isaiprofitable.com/ Is what makes me think when one collapses, people will finally realize how unprofitable AI is.. and we'll...
hist78 reacted to Daniel Nenni's post in the thread Intel Foundry Details Process Milestones and Future Innovation at VLSI Symposium with
