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the pricing will get wild and will be renegotiated. As an example: Spot pricing, low volume customers will get cut off. Mobile which has...
Friday at 1:41 PM
Even if Micron/SK/Samsung are disciplined, China has it's eyes on the memory market and this is an opportunity for them.
Friday at 1:41 PM
C
Even if Micron/SK/Samsung are disciplined, China has it's eyes on the memory market and this is an opportunity for them.
Friday at 1:24 PM
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...
Friday at 1:15 PM
Technology licensing agreement will advance development of GF’s next generation GaN technologies with products available in late 2026...
Friday at 1:15 PM
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...
Friday at 1:11 PM
Samsung Electronics has increased the contract prices for certain memory chips by as much as 60% since September, according to industry...
Friday at 12:58 PM
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...
Friday at 12:58 PM
SMIC predicting a knock-on effect on logic business for them in Q1...
Friday at 12:57 PM
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...
Friday at 11:34 AM
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...
Friday at 10:07 AM
Hyperscalers are spending huge amounts of money on design versus the fabless chip or the ASIC design companies. I did a project with...
Friday at 9:53 AM
K
SMIC predicting a knock-on effect on logic business for them in Q1...
Friday at 9:49 AM
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...
Friday at 9:49 AM
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...
Friday at 9:42 AM
Xebec reacted to MKWVentures's post in the thread Samsung hikes memory chip prices 60% as shortage worsens — AI data center build out chokes supply with
Like.
the pricing will get wild and will be renegotiated. As an example: Spot pricing, low volume customers will get cut off. Mobile which has...
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...