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C
Even if Micron/SK/Samsung are disciplined, China has it's eyes on the memory market and this is an opportunity for them.
Nov 14, 2025
I know GF and TSMC are at different places now, but the idea that this kind of licensing could happen still seems strange to me 😅
It's...
Nov 14, 2025
Technology licensing agreement will advance development of GF’s next generation GaN technologies with products available in late 2026...
Nov 14, 2025
M
the pricing will get wild and will be renegotiated. As an example: Spot pricing, low volume customers will get cut off. Mobile which has...
Nov 14, 2025
Samsung Electronics has increased the contract prices for certain memory chips by as much as 60% since September, according to industry...
Nov 14, 2025
FWIW, At retail people are seeing double and higher prices for 16, 32, and 64GB kits - at least at US e-tailers and brick store...
Nov 14, 2025
SMIC predicting a knock-on effect on logic business for them in Q1...
Nov 14, 2025
J
Well, i can't find that now, probably it is removed. But i remember that he admitted that.
I can find some later articles mentioning...
Nov 14, 2025
I
I don't know what you've heard or from who, only what we're expecting to pay for N2P next year -- and last I heard it was around $30M...
Nov 14, 2025
Hyperscalers are spending huge amounts of money on design versus the fabless chip or the ASIC design companies. I did a project with...
Nov 14, 2025
K
SMIC predicting a knock-on effect on logic business for them in Q1...
Nov 14, 2025
From what I have heard it is closer to $25M than $30M. N2 has a reduced mask set versus N3. TSMC is trying to cut costs for sure.
We...
Nov 14, 2025
D
I know GF and TSMC are at different places now, but the idea that this kind of licensing could happen still seems strange to me 😅
It's...
Nov 14, 2025
M
An N2 mask set is around $30M, but this is usually dwarfed by the cost of the tools and software and people needed to design and verify...
Nov 14, 2025
K
Such massive performance improvement compared to Nvidia from what is basically a customised CPU array with vector extensions seems...
Nov 14, 2025
I know GF and TSMC are at different places now, but the idea that this kind of licensing could happen still seems strange to me 😅 It's...
Like.
Samsung Electronics has increased the contract prices for certain memory chips by as much as 60% since September, according to industry...
Daniel Nenni replied to the thread Tachyum Unveils 2nm Prodigy with 21x Higher AI Rack Performance than the Nvidia Rubin Ultra.Hyperscalers are spending huge amounts of money on design versus the fabless chip or the ASIC design companies. I did a project with...