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F
CXMT is currently making 1x and 1z (G3 and G4) DRAM, so any impact to Samsung or SK hynix suggests they are still relying on these older...
Dec 27, 2025
F
I am not sure what this ("Domestic") means:
Micron makes vast majority of HBM in Asia. DRAM Wafers and packaging
All of the HBM units...
Dec 27, 2025
F
I've said it before and I'll say it again. There was a need for 20A. It was a necessary step in the development of 18A. Even in...
Dec 27, 2025
F
the revisionist history is quite stunning here.
2021: 18A was the external version of the Internal node. 50 products being testing...
Dec 27, 2025
F
Well Intel themselves said 18A will be internal only node
Dec 27, 2025
F
Agreed, and it shouldn't be such a smooth curve either.
Dec 27, 2025
K
I have to admit, it's mostly the high availability and 24 hour consistency that attracts me. And the generation is carbon-free, but the...
Dec 27, 2025
H
200mm 90nm should be available from several foundries. For small volume and high end nodes (less than 65nm), you can try MPW wafers...
Dec 27, 2025
B
We have customer using ASML stepper for 200mm at the nodes for at least 110nm , I dunno if they do 90nm and below though
Dec 27, 2025
K
Would the US have jumped into the Gulf War the way we did id if it did not involve 3 of the biggest oil exporters (Kuwait, Saudi Arabia...
Dec 27, 2025
K
Everything regarding human behavior requires some moderation. :rolleyes:
That's what happens when drilling companies go out of...
Dec 27, 2025
D
Fair enough - data centers aren’t the problem. These peakers, especially the dirty oil ones, were on their way out, likely to be...
Dec 27, 2025
D
I definitely don't think AMD will have anything on IFS but Nvidia did like RTX 30 on Samsung 8nm so I wonder why 18A-P or 14A derivative...
Dec 27, 2025
The military investment admittedly isn’t a direct subsidy toward keeping energy prices low, but the 5th Fleet and its precursor...
Dec 27, 2025
S
https://ossa-ma.github.io/blog/groq
"The structure is the story. Traditional M&A would trigger:
CFIUS review (given Saudi contracts)...
Dec 27, 2025
Like.
I've said it before and I'll say it again. There was a need for 20A. It was a necessary step in the development of 18A. Even in...
Xebec reacted to KevinK's post in the thread AI data centers are forcing dirty ‘peaker’ power plants back into service with