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  1. M

    Terafab 21 March 2026

    I just talked to a couple people about terafab. A model/scenario to explain it that makes sense (just a hypothesis) 1) Terafab is not a massive general purpose Fab. It is a custom fab for tesla/spacex unique parts. foundry doesnt work for custom or unique low volume products. IDM works for...
  2. M

    FCC Bans all new routers not made in America

    Another unclear, irrational ban (kinda, maybe, sort of). Is it based on COO? or owner of company? or where it was designed? but old slower routers are OK? "We are from the government and we are here to help"
  3. M

    "Anastasi In Tech" on Intel Fab 52 and 18A

    actually some of her content has been good over the years. but it is getting to be more AI content and marketing hype. The first tool was in Oregon. Last time I checked it was not being used in Arizona.... but I am not sure what has changed. Fab 52 volume is not higher than TSMC Arizona volume...
  4. M

    ISSCC 2026 Samsung Electronics demonstrated a 16Gb DRAM

    4F volume is in 2029-2030. Not earlier
  5. M

    Supermicro's co-founder arrested yesterday for smuggling $2.5 billion in Nvidia chips to China.

    I disagree, Nvidia should not know what people are doing with it. Its like saying GM should know that people are using Cadillac escalades to sell drugs. if its illegal to sell a server or GPU to China, punish the company that did that (only if they are under your jurisdiction). Not the one...
  6. M

    Terafab 21 March 2026

    Musk has done a lot of things that I thought were impossible.... so he gets the benefit of the doubt. .... but lets start with basics: If you are building a Fab, you need to know tools, to know the tools, you need a process flow and timeline. What is the process, what are the tools and what is...
  7. M

    Samsung union votes to strike, risking Nvidia HBM4 supply disruption

    IF elon decides to actually build out his manufacturing, it will not be available until 2029-2031. By then, world trade will be quite different. How hard can memory be?: Most LEADING memory companies folded due to financial issues.... it must be difficult. Musk wants to be a IDM like IBM...
  8. M

    IFS Direct Connect from Public to a closed Event?

    Interesting.... is it hard to get an Invite? or are the letting analysts join the fun
  9. M

    Did Intel just delay their 14A node by a year?

    Fab 52 is running at half of planned capacity, correct? You do know the wafer starts per week and the output vs planned capacity, correct? Intel shortage is on Intel 7, Correct? CFO stated the shortage is on Intel 7. the situation will improve in Q2.
  10. M

    China's ByteDance gets access to top Nvidia AI chips, WSJ reports

    These regulations are nonsense. You can sell to non restricted countries and Nvidia does not have to monitor who may use cloud instances ...enough already.
  11. M

    The Great AI Silicon Shortage

    the capex forecast tells it all. That is why we have a shortage. Reminder... HBM isnt the only thing short and DDR5 prices and margins have exploaded. MOST of Memory company increase in revenue is coming from DDR5 price increases, not just HBM
  12. M

    TSMC February 2026 Revenue Report

    Good input. I have worked with a number of companies who buy from TSMC. They are amazing at finding ways to get needed output to their best customers. They have a numbers of "tricks"
  13. M

    Intel has manufacturing capacity issues. They may take years to fix.

    Build in Ireland is ramping. Fab 52 build is ramping (Partners own rights to half of those). Oregon is useful if Intel keeps doing process development (and they actually have some volume running there) Fab 62 shell and Ohio build is wasted at this point. Israel build is wasted at this point, New...
  14. M

    Intel Foundry’s Advanced Packaging Innovations Lead the Industry in Scaling Past Reticle Limits

    this is true. are you aware of ASE or Amkor solutions?
  15. M

    Intel has manufacturing capacity issues. They may take years to fix.

    People want Intel 7 and not Intel 3/18A. Intel apparently took down capacity on 7 with the idea people would move to 18A. Then financial reality set in. Meanwhile continues to outsource to TSMC, Intel 7 is constrained, 18A fab is half loaded. All this was before memory constraints. Now it is...
  16. M

    Intel Foundry’s Advanced Packaging Innovations Lead the Industry in Scaling Past Reticle Limits

    Do ASE or Amkor have technologies to compete with EMIB and are they make products today for customers?
  17. M

    TSMC February 2026 Revenue Report

    Question: Is TSMC fully loaded in 2026 and turning away customers on N3? N2? @Daniel Nenni
  18. M

    Intel has manufacturing capacity issues. They may take years to fix.

    I think they are doing some of that. But remember the margins are higher on Intel 7 products. I think you have have mentioned Wildcat lake can change that for lower end and I think that is a great insight. Intel just launched Bartlett lake on Intel 7 .... Socket 1700 replacement CPU?? One...
  19. M

    Intel has manufacturing capacity issues. They may take years to fix.

    Intel 7 continues to be the constraint. Intel plans to sell more Datacenter CPUs on Intel 7 than other processes in 2026 and 2027.
  20. M

    US Considers Requiring Permits for Nvidia, AMD Global AI Chip Sales

    Its very simple. Who will be easiest to work with? People are quietly making decisions in the background.... some with my advice LOL. Electronic consumers are in the US.... but Electronic supply chain is not based in the US.
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