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In “The Long View,” Eric Veiel, President, Co-head of Global Investments and Chief Investment Officer at T. Rowe Price Associates...
Wednesday at 12:27 PM
J
I asked Gemini to explain dual side. It sounds very ambitious if its true.
In the context of your notes on Intel’s manufacturing...
Wednesday at 12:18 PM
Someone leaked the pitch sizes for 14A on twitter
Intel 14A
Code: 1280
G48H126
M0: 28nm
Time: 2028
Intel 14A2
Code: 1280.1
G44H110...
Wednesday at 11:53 AM
C
Good thing Moore's law is dead :LOL:
Wednesday at 11:24 AM
M
Hi everyone ... thanks for the interesting discussion. We go into a LOT more detail and analysis in the full report; this extract was...
Wednesday at 11:18 AM
M
ASPs rise in a shortage situation, and collapse when supply catches up with demand. The long-term ASP growth is ZERO! Moore's second...
Wednesday at 11:12 AM
M
Indeed, the devil is in the detail and you don't have to dig too deeply before the arguments don't hold up
Wednesday at 11:08 AM
The global semiconductor industry powers everything from artificial intelligence to everyday electronics, and is on track to become a $1...
Wednesday at 11:06 AM
D
. 8 more slides at...
Wednesday at 9:41 AM
D
SANTA CLARA, Calif.--(BUSINESS WIRE)-- At the 2026 VLSI Symposium, Intel Foundry provided an update on its process roadmap and long-term...
Wednesday at 9:41 AM
D
Someone leaked the pitch sizes for 14A on twitter
Intel 14A
Code: 1280
G48H126
M0: 28nm
Time: 2028
Intel 14A2
Code: 1280.1
G44H110...
Wednesday at 9:41 AM
Something which is maybe 1% or less of the market is not a demand driver in any possible meaning of the word... ;-)
Military/defence...
Wednesday at 9:01 AM
Indeed -- though whether it's a true microprocessor in the normal meaning of the word (it was a multi-chip partitioned CPU) is...
Wednesday at 9:01 AM
It is a very likely scenario. And yes, a lot of ressources and tokens are being wasted right now.
But there is an alternative scenario...
Wednesday at 8:53 AM
O
A great question - and very hard to answer as we’re still in the early phases and there certainly are a lot of wildcards.
Currently, I...
Wednesday at 8:19 AM
Daniel Nenni posted the thread The Long View: Lip-Bu Tan, CEO of Intel in SemiWiki Main Forum ( Ask the Experts! ).In “The Long View,” Eric Veiel, President, Co-head of Global Investments and Chief Investment Officer at T. Rowe Price Associates...
Like.
. 8 more slides at...
hist78 reacted to IanD's post in the thread Semiconductor Growth Forecasts Are Fantasy … Correction Is Inevitable with