Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=102723
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2030770
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
S
Are you kidding?? HE IS LEAVING!!
Dec 4, 2025
X
He was in the strategy team. How should he form strategy without knowing the current status of the r&d progress?
Dec 4, 2025
S
In my knowledge, WJL had been removed from the RD position for years since his retirement had been put on the table, but he still...
Dec 4, 2025
F
TSMC introduced a 38.1Mb/mm2 SRAM in 2nm-CMOS-nanosheet technology for high-density and energy-efficient compute applications. The...
Dec 4, 2025
F
More to come, raise TP to $54: On Nov 28, Intel share price was up 10% owing to news of order win for Apple’s M-series in 2027. We’ve...
Dec 4, 2025
Y
The inventory is gone. It's like graphics cards in 2020. If you can find stock, you pay what you pay, some outlandish price...
Dec 4, 2025
T
It may take a couple of years, but some day Micron will face a market in oversupply. I hope they have considered the impact of this...
Dec 4, 2025
S
By my napkin math estimation is Fab 52 will be utilized 30-40% only in 2026 (assuming Fab 52 = 20kwspm). So, I agree with you on that...
Dec 4, 2025
B
I am saying companies in the supply chain below the Foundries are not in any supply chain squeeze.
You are talking about end product...
Dec 4, 2025
2026 will be the “Year of Delays” for data centers and AGI; it will also see accelerating AI adoption by end-users.
By David Cahn...
Dec 4, 2025
B
The inventory is gone. It's like graphics cards in 2020. If you can find stock, you pay what you pay, some outlandish price...
Dec 4, 2025
By my napkin math estimation is Fab 52 will be utilized 30-40% only in 2026 (assuming Fab 52 = 20kwspm). So, I agree with you on that...
Dec 4, 2025
K
I like that move too. One of the more difficult problems to solve in ASIC design is keeping your back-end team busy enough. Very few...
Dec 4, 2025
D
great numbers thanks!!
Dec 4, 2025
S
Micron exit consumer market and Samsung won't even sell to Samsung 😲
"The end result, according to a report from SE Daily spotted by...
Dec 4, 2025
Like.
More to come, raise TP to $54: On Nov 28, Intel share price was up 10% owing to news of order win for Apple’s M-series in 2027. We’ve...
Wow.
The inventory is gone. It's like graphics cards in 2020. If you can find stock, you pay what you pay, some outlandish price...
Daniel Nenni posted the thread AI in 2026: A Tale of Two AIs in SemiWiki Main Forum ( Ask the Experts! ).2026 will be the “Year of Delays” for data centers and AGI; it will also see accelerating AI adoption by end-users. By David Cahn...
Xebec reacted to dkr1986's post in the thread Former Intel chief Pat Gelsinger: ‘I’ve been called here for a purpose’ with
