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M
Major OSATs can do all advanced packaging and have been proposing it for years.
They are doing subcontracting for some major players...
Dec 24, 2025
M
Silicon photonics was clearly needed and was going to transform datacenters.
.... In 1995, 2005, 2015.
Someday it will take over...
Dec 24, 2025
S
100% YIELD also i doubt it's at 44% rn should be mid 60-70% from the rumors i have seen for PTL 🤣 🤣
Dec 24, 2025
F
This is how it would look like, best case:
Dec 24, 2025
S
The argument isn’t completely wrong, but it overstates how cleanly money substitutes for capability. Buying advanced chips and tools...
Dec 24, 2025
F
I had been wondering for a while how China could possibly get ASML EUV parts through sales. Now it seems there might be an answer...
Dec 24, 2025
A
The more money they spend buying imports allow less money for developing home grown solutions and the more money foriegn companies make...
Dec 24, 2025
A
I think it could be a 'wash' in terms of slowing them down.
China developed it's own WiFi standards, a few years after using 'foreign'...
Dec 24, 2025
S
we don't know their binning strategy as well and MP has already started in Fab 52
Dec 24, 2025
C
I think it is compounded. Should be well above 50% now given the rumor of ~30% in early 2025 and 7% yield improvement per month. We have...
Dec 24, 2025
A
In the near future we will have autonomous AI that will operate on its own handling many tasks in the background without us even knowing...
Dec 24, 2025
B
Meanwhile AI GPU is missing is Jaguar Shores gonna launch?
Dec 24, 2025
B
I like the 14A confidence.
Dec 24, 2025
B
16. December 2025 06:06 Samir Bashir
Intel took the stage at the Barclays Global Technology Conference 2025 to dive deep into the...
Dec 24, 2025
S
I do as well. I am unsure about it having HNA-EUV but they can do a layer or two and still claim first to HNA-EUV. 18A was certainly a...
Dec 23, 2025
Like.
I think it could be a 'wash' in terms of slowing them down. China developed it's own WiFi standards, a few years after using 'foreign'...