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S
While the bticell didn't scaled the macro size did scale quite a lot...
Dec 4, 2025
B
The BS about Google and selling their TPUs in the press has reached a new pinnacle of stupidity. All of the external TPU deals are...
Dec 4, 2025
We call it getting the window seat. If you are retiring or leaving or being pushed out they put you in an office so you can look out the...
Dec 4, 2025
X
I said he WAS.
Dec 4, 2025
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